Research Library

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Excerpt
Date
Title
Author
Type
Christine Mays explains the life sciences sector within the real estate asset class and its potential attraction for institutional investors.
May 22, 2023
2Q23 Real Assets Reporter: Life Sciences Investments
Christine Mays
Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have helped signal when the institutional real estate market is overheated or cooled.
May 12, 2023
Real Estate Indicators, 1Q23
Avery Robinson
Charticle
May 9, 2023
Active vs. Passive Report, 1Q23
Ivan "Butch" Cliff
Data Presentation
A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
May 9, 2023
Market Pulse, 1Q23
Jacki Hoagland
Data Presentation
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
May 9, 2023
April 2023 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
May 5, 2023
1Q23 Capital Markets Review
Multiple
This paper provides background on key concepts around digital assets: blockchains and distributed ledgers; cryptography; validation protocols; smart contracts; and tokenization.
April 17, 2023
The Critical Underlying Technology Behind Digital Assets: A Primer for Institutional Investors
Alvaro Vega
White Paper
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
April 10, 2023
March 2023 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
This webinar focuses on the results of Callan’s 2023 Defined Contribution Trends Survey, including fiduciary positioning, investments, retirement solutions, fees, and more.
March 27, 2023
Webinar: 2023 DC Survey Results
Greg Ungerman Jana Steele Patrick Wisdom
Videos
Callan’s annual Defined Contribution (DC) Trends Survey has evolved to fit the rapidly shifting landscape facing DC plan sponsors. The 16th annual DC Survey now covers SECURE 2.0 (pre-passage) and diversity topics, along with the key tenets of DC plan management, governance, and financial wellness. 
March 24, 2023
2023 DC Trends Survey
Jana Steele
Surveys/Studies
A white paper detailing the process involved in creating our 2023-2032 Capital Markets Assumptions and the reasoning behind them.
March 16, 2023
2023-2032 Capital Markets Assumptions
Capital Markets Research
White Paper
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
March 9, 2023
February 2023 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
During this interview, Tom Shingler of Callan discusses with Richard Ashley, Partner and Co-chair of US Employee Benefits and Executive Compensation practice at DLA Piper key features of the new ESG and proxy voting rule and implementation considerations for plan sponsors. 
February 27, 2023
Research Cafe: ESG Interview Series Session
Thomas Shingler
Videos
Expanding upon our Classic Periodic Table, the Collection offers additional versions focused on equity, fixed income, institutional investors, and alternatives such as real estate, private equity, and hedge funds. Other tables compare the performance of key indices to zero and to inflation.
February 17, 2023
The Callan Periodic Table Collection: Year-End 2022
Jay Kloepfer Jacki Hoagland
Callan Periodic Table
This series of charts compares active managers alongside relevant benchmarks over the long term.
February 17, 2023
Active vs. Passive Report, 4Q22
Ivan "Butch" Cliff
Data Presentation