Archives: Research

April 24, 2026
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
April 10, 2026
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
April 8, 2026
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
March 26, 2026
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.
March 23, 2026
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.
February 27, 2026
This white paper outlines our reasoning, process, and methodology behind our 2026-35 Capital Markets Assumptions.
February 17, 2026
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 11, 2026
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 10, 2026
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.
1 2

Callan Family Office

You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC.  Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Callan LLC is not responsible for the services and content on Callan Family Office’s website. Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan LLC of their website, or its contents, and Callan LLC is not responsible or liable for your use of it. When visiting their website, you are subject to Callan Family Office’s terms of use and privacy policies.