ESG Survey (2017)

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View PDF In Callan’s 2017 ESG Survey, we found that adoption rates of environmental, social, and governance (ESG) factors into the investment decision-making process among institutional investors has leveled off. In 2017, 37% of fund sponsors incorporated ESG factors into their investment decisions, which is unchanged compared to 2016. Larger funds (greater than $20 billion in assets) […]

Investment Management Fee Survey (2017)

Magnifying glass

Callan conducted a survey of institutional investors to offer insights regarding the fees paid for investment management services. This is the seventh installment of our Investment Management Fee Survey, and 2016 marks the 30-year anniversary of the original publication