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Excerpt
Date
Title
Author
Type
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
July 9, 2025
June 2025 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
June 26, 2025
Research Café - NAV Loans
Sarie Diloné David Wong
Videos
June 16, 2025
2025 DC Trends Survey Webinar
Jamie McAllister Patrick Wisdom
Videos
Office-to-residential conversions, while still facing headwinds, have seen an improved financing environment and additional regulatory help since our original white paper was published.
June 13, 2025
2Q25 Real Assets Reporter: Office-to-Residential Conversions Update
Aaron Quach Christine Mays
This study reflects 2024 investment management fees for 180 asset pools with more than $772 billion in assets, including public defined benefit (DB) plans, corporate DB plans, nonprofits, and insurance pools. In addition to 2024 results, it reveals trends and changes since 2010. The study also includes an analysis using our proprietary custody fee database.
June 11, 2025
2025 Cost of Doing Business Study
Ivan "Butch" Cliff
Surveys/Studies
This paper outlines the scale of the rebound in nuclear power and what it means for institutional investors and investment managers.
May 21, 2025
What Nuclear Power's Rebound Means for Institutional Investors
Julia Moriarty
White Paper
This series of charts compares active managers alongside relevant benchmarks over the long term.
May 15, 2025
Active vs. Passive Report, 1Q25
Ivan "Butch" Cliff
Data Presentation
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
May 12, 2025
2025 DC Trends Survey
Patrick Wisdom
Surveys/Studies
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 8, 2025
Market Pulse, 1Q25
Jacki Hoagland
Data Presentation
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 7, 2025
1Q25 Capital Markets Review
Multiple
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
April 25, 2025
1Q25 Market Intelligence Report
Callan Institute
Data Presentation
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
April 8, 2025
March 2025 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
The Style, Trend, Analysis & Research (STAR) report provides in-depth analysis of asset flows across 29 long-only strategies and a discussion of the Alternatives marketplace. The benefit is understanding market effects on investor asset flows.
March 28, 2025
STAR Report Executive Summary: Year-End 2024
Data Presentation
March 21, 2025
Research Café - Private Equity Sector-Specialist Strategies
Ashley Kahn Chrissy Mehnert
Videos
This paper describes the nature of and implementation of private equity secondary funds.
March 13, 2025
Private Equity Secondary Funds: Key Issues for Institutional Investors
Aidan Davison
White Paper