Research Library

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During the one-hour webinar, you will hear from senior professionals discussing insights from institutional investors, as well as trends and search activity for equities, fixed income, and alternative investments. 
January 22, 2021
4Q Market Intelligence - Special Edition Webinar (2021)
Jay Kloepfer Anne Maloney Millie Viqueira Benjamin Taylor Sweta Vaidya
Videos
During this interview, Mark Wood discussed with Wendy Cromwell from Wellington the newly created Net Zero Asset Manager Initiative, the role asset managers should play in reducing emissions and how asset managers can help asset owners meet individual portfolio de-carbonization goals. 
January 20, 2021
Research Cafe: ESG Interview Series Session 1 (2021)
Mark Wood
Videos
Each year, Callan develops long-term capital market assumptions, detailing expected return, standard deviation, and correlations for the major asset classes. This charticle summarizes key figures from Callan's 2021-2030 capital market assumptions.
January 20, 2021
Capital Markets Assumptions 2021-2030 Charticle
Multiple
Charticle
The Periodic Table of Investment Returns depicts annual returns for 9 asset classes, ranked from best to worst performance for each calendar year.
January 15, 2021
The Callan Periodic Table of Investment Returns: Year-End 2020
Jay Kloepfer
Callan Periodic Table
During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2021-2030 Capital Markets Assumptions.
January 14, 2021
Webinar: Callan's 2021-2030 Capital Markets Assumptions (2021)
Jay Kloepfer Kevin Machiz Adam Lozinski
Videos
A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
January 6, 2021
December 2020 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
In this quarter's Hedge Fund Monitor, Jim McKee explains and analyzes the newly introduced set of alternative risk premia (ARP) indices from Bloomberg and Goldman Sachs Asset Management. This index suite can help institutional investors evaluate the performance of their strategies that use ARP solutions.
December 8, 2020
Under the Hood of Alternative Beta | Hedge Fund Monitor, 3Q20
Jim McKee
White Paper
A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
December 4, 2020
November 2020 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
In this quarter's edition, Aaron Quach explains some of the key green-building certification standards and what they mean for institutional investors, and Munir Iman provides an update on 3rd quarter performance for real estate and other real assets.
November 17, 2020
Real Assets Reporter, 3Q20
Aaron Quach Munir Iman
This newsletter from Callan’s Private Equity Consulting Group provides a high-level summary of private equity activity in the quarter through all the investment stages, from fundraising to exits, as well as performance data across a range of market cycles.
November 17, 2020
Private Equity Trends, 3Q20
Gary Robertson Ashley DeLuce
Callan's Jim McKee provides commentary on the most recent developments for hedge funds and multi-asset class (MAC) strategies.
November 17, 2020
Hedge Fund Quarterly, 3Q20
Jim McKee
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.
November 6, 2020
Capital Markets Review, 3Q20
Multiple
A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
November 5, 2020
October 2020 Monthly Periodic Table of Investment Returns
Jay Kloepfer Jacki Hoagland
Callan Periodic Table
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.
November 3, 2020
Market Pulse Flipbook, 3rd Quarter 2020
Shane Blanton Jacki Hoagland
Data Presentation
This series of charts compares active managers alongside relevant benchmarks over the long term.
November 3, 2020
Active vs. Passive Charts, 3Q20
Ivan "Butch" Cliff
Data Presentation
Pete Keliuotis and Ashley DeLuce will use the Private Equity survey results to provide actionable insights for institutional investors to help them negotiate with private equity managers.
October 7, 2020
Research Cafe: Private Equity (2020)
Pete Keliuotis Ashley DeLuce
Videos
A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
October 6, 2020
Monthly Periodic Table of Investment Returns, September 2020
Jay Kloepfer Jacki Hoagland
Callan Periodic Table
Callan's eighth annual survey assessing the status of environmental, social, and governance (ESG) investing in the U.S. institutional investment market.
September 28, 2020
2020 ESG Survey
Alex Hoy Shane Blanton Thomas Shingler
Survey
Following up on our June publication, Callan again surveyed investment managers regarding how their firms were responding to the COVID-19 pandemic, focusing on office closures and reopenings, work-from-home approaches, business travel, and meetings. This edition also includes data on how firms are handling employee engagement and strategies implemented for digital presentations. Respondents reflected a wide variety of firms by location, employee size, assets under management, and ownership structure. 
September 11, 2020
Coping with COVID-19: How Work Is Evolving for Investment Managers, 2nd Edition
Greg Allen Shane Blanton Amy Jones
Survey
A monthly update for Callan's Periodic Table of Investment Returns, covering the major public equity and fixed income asset classes.
September 5, 2020
Monthly Periodic Table of Investment Returns, August 2020
Jay Kloepfer
Data Presentation