Unlocking the Secrets of the ‘Data Vault’

Bo Abesamis describes the Callan “Data Vault,” a repository where data is collected, cleansed, aggregated, and curated.

Risky Business Update: Rising Inflation and Continued Uncertainty Challenge Investors

Julia Moriarty updates Callan’s “risky business” model to reflect our latest Capital Markets Assumptions.

Revisiting the Discussion About Futures-Based Portfolio Overlays

Lately, we have been advising our clients about issues that fall into two distinct categories: What can I do today with what I already own? What can I start doing now to give me a better set of tools in the future? To the first category, liquidity has been constrained and transaction costs prohibitively high […]

Behind Our 2020-2029 Capital Market Assumptions

Callan develops long-term capital market assumptions at the start of each year, detailing our expectations for return, volatility, and correlation for broad asset classes. These projections represent our best thinking regarding a longer-term outlook and are critical for strategic planning as our investor clients set investment expectations over five-year, ten-year, and longer time horizons. Our […]

How to Build an Effective Transition Management Pool

View PDF Transition management is the cost-effective and efficient restructuring of institutional portfolios from single or multiple investment managers/asset classes to a new allocation over a short-term horizon, with risk management at the core of the process. Transition managers are the discretionary caretakers of the transition event, employing expertise in the fields of project management, […]