Book Review: Black Edge
Book Review of Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street, by Sheelah Kolhatkar In the spirit of Den of Thieves, James B. Stewart’s classic book about the insider trading scandal of the 1980s, Sheelah Kolhatkar has written a very readable account of the Justice […]
Top 10 Tips for Investment Committees
View PDF Investment committees face complex challenges overseeing institutional investment funds. They must navigate myriad laws and regulations, select the right managers and strategies, monitor their portfolios, and ensure their funds can deliver the returns needed for their beneficiaries. To help guide these committees, we developed these 10 tips. (For a deeper dive into the […]
ESG Continues to Climb
Download Survey View Charticle For the fourth straight year, Callan’s survey to assess the status of environmental, social, and governance (ESG) factor integration reveals increasing traction among U.S. investors. ESG investing—including responsible and sustainable investment strategies and socially responsible investing—had been adopted more slowly in the U.S. than in other developed markets due to differences […]
Saving Public Defined Benefit Plans: Talking Points
Download PDF The funded status of public employee defined benefit (DB) retirement plans continues to garner great debate in the industry and press. DB plans are the primary vehicle for ensuring retirement income security for public workers, and Callan believes these plans are viable and necessary in this sector. The following talking points, taken from […]
2016 Cost of Doing Business Survey: U.S. Funds and Trusts
Download PDF Managing the costs associated with running a fund or trust is paramount to the success of the fund, and it is also a primary fiduciary responsibility of those who oversee pensions, endowments, foundations, and other asset pools. In this survey, Callan compares the costs of administering and operating funds and trusts in the […]