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.
4Q23 Capital Markets Review
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.
2024-2033 Capital Markets Assumptions
This white paper details the process behind creating our 2024-2033 Capital Markets Assumptions and the reasoning behind them.
2024-2033 Capital Markets Assumptions Charticle
This charticle summarizes key figures from Callan’s 2024-2033 Capital Markets Assumptions.
Webinar: Callan’s 2024-2033 Capital Markets Assumptions
Research Webinar: Callan’s Capital Markets Assumptions 2024-2033 (2024) During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2024-2033 Capital Markets Assumptions, discussed the process and rationale behind these long-term assumptions, and explained the potential implications for strategic recommendations. < Return to library < Return to webinar replays
The Callan Periodic Table of Investment Returns: Year-End 2023
The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year.