Archives: Research

March 15, 2024
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.
February 27, 2024
Analysis of the key subsectors within the rental housing sector.
February 12, 2024
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 9, 2024
This series of charts compares active managers alongside relevant benchmarks over the long term.
February 8, 2024
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 7, 2024
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 6, 2024
This white paper details the process behind creating our 2024-2033 Capital Markets Assumptions and the reasoning behind them.
February 5, 2024
This charticle summarizes key figures from Callan's 2024-2033 Capital Markets Assumptions.
January 10, 2024
The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year.
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