Research Library

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Excerpt
Date
Title
Author
Type
During this interview, Tom Shingler, Callan ESG team member, interviews Chris Fidler, a head in the Codes & Standards team at CFA Institute. Tom and Chris discuss resilience in ESG, practical ways asset owners could implement this type of approach and the benefits to adopting, and challenges to the framework in today's environment from both an investment perspective, and an organizational perspective.
March 15, 2024
Research Cafe: ESG Interview Series Session 1, 2024
Thomas Shingler
Videos
Analysis of the key subsectors within the rental housing sector.
February 27, 2024
1Q24 Real Assets Reporter: Rental Housing Primer
Aaron Quach
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 12, 2024
The Callan Periodic Table Collection: Year-End 2023
Jacki Hoagland
Callan Periodic Table
This series of charts compares active managers alongside relevant benchmarks over the long term.
February 9, 2024
Active vs. Passive Report, 4Q23
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.
February 8, 2024
Market Pulse, 4Q23
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.
February 7, 2024
4Q23 Capital Markets Review
Multiple
This white paper details the process behind creating our 2024-2033 Capital Markets Assumptions and the reasoning behind them.
February 6, 2024
2024-2033 Capital Markets Assumptions
Capital Markets Research
White Paper
This charticle summarizes key figures from Callan's 2024-2033 Capital Markets Assumptions.
February 5, 2024
2024-2033 Capital Markets Assumptions Charticle
Multiple
Charticle
January 18, 2024
Webinar: Callan's 2024-2033 Capital Markets Assumptions
Adam Lozinski Jay Kloepfer Kevin Machiz
Videos
The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year.
January 10, 2024
The Callan Periodic Table of Investment Returns: Year-End 2023
Jay Kloepfer
Callan Periodic Table
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
January 5, 2024
December 2023 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
During this interview, Callan specialists Aaron Quach and Christine Mays of Callan's Real Assets/Real Estate department discuss office-to-residential conversions. They will cover key considerations, potential partnerships and will share examples of office-to-residential conversion projects.
November 29, 2023
Research Cafe: Office-to-Residential Conversions
Aaron Quach Christine Mays
Videos
Callan’s annual Nuclear Decommissioning Funding Study offers key insights into the status of nuclear decommissioning funding to make peer comparisons more accurate and relevant.
November 21, 2023
2023 Nuclear Decommissioning Funding Study
Julia Moriarty
Surveys/Studies
This webinar presents a provocative, yet simple, solution to today’s retirement conundrum—how best to help participants retire. During this discussion, representatives from Callan and October Three (a human resource and actuarial consulting firm) will discuss how a small provision in SECURE 2.0 has paved the way for cash balance pension plans to meet retirement income needs.
November 16, 2023
The Retirement Conundrum Webinar
Ric Ford Emily Hylton
Videos
Callan experts will offer key insights from our 2023 Asset Manager ESG Study. This webinar will focus on the extent to which U.S. based asset owners are integrating ESG factors into their investment process and what concerns exist about ESG incorporation.
November 15, 2023
Webinar: 2023 Asset Manager ESG Study
Hannah Vieira Thomas Shingler
Videos