Webinar: 2024 Defined Contribution Trends Survey
Research Callan’s 2024 Defined Contribution Trends Survey Results Webinar The results of Callan’s 2024 DC Trends Survey will be presented during this webinar. Our DC Consulting Group will cover topics including the focus on plan investments, governance, and plan design. < Return to library < Return to webinar replays
2024 Asset Manager DEI Study
The 2024 Asset Manager DEI Study offers a high-level assessment of the degree to which asset management organizations have established diversity, equity, and inclusion (DEI) policies and procedures.
2024 DC Trends Survey
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
March 2024 Monthly Periodic Table of Investment Returns
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
STAR Report Executive Summary: Year-End 2023
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.
Research Cafe: ESG Interview Series
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.
1Q24 Real Assets Reporter: Rental Housing Primer
Analysis of the key subsectors within the rental housing sector.
The Callan Periodic Table Collection: Year-End 2023
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.
Active vs. Passive Report, 4Q23
This series of charts compares active managers alongside relevant benchmarks over the long term.
Market Pulse, 4Q23
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.