Search Tips

Use our site’s robust search functionality to find the research and content you’re looking for.

Like many websites, our site features a search bar in the upper right corner of each page. We hope that it helps you quickly and easily find the information you need.

Effective search can mean finding the right balance between too much and not enough detail.

General search tips: 

• If you are looking for a specific research format (e.g., white paper, video, Periodic Table, etc.) specify it in your search. Other formats we typically use include charticles, newsletters, surveys, event summaries, and data.

• If you’re looking for information on a specific person at Callan, use “biography” and the last name.

• Specify an investor or plan type (e.g., defined contribution, defined benefit, manager, etc.)

• Other topics/keywords you might want to use include: industry news, events, Callan Institute, capital markets, and alternatives. For the last two you could also try a more specific related term, like “economy” or “private equity.”


Looking for Insights? Callan Insights are written by our research specialists and highlight recent industry investment personnel changes and other news. Our DC Insights – authored by our defined contribution practice leader and other DC specialists — provide a timely, thorough look at developments in the defined contribution industry. Add “Insights” to your search to uncover this content.

Sample searches might look like this:

ESG, survey, 2016

Biography, Peyton

Callan Institute, events

Data, defined contribution

Questions? Contact us on 415-974-5060