Exclusive 2023 Study Analyzes Investment Management Fees for Institutional Investors

Butch Cliff summarizes his comprehensive look at investment management fees paid by institutional investors in 2022.

Our First Private Credit Fees and Terms Study: What We Found in 2023

Catherine Beard provides a summary of our Callan 2023 Private Credit Fees and Terms Study

DC Plans Continue Laser-Focus on Fees, Exclusive Callan Survey Finds

Jamie McAllister provides a high-level summary of the 2022 DC Trends Survey.

Exclusive Callan Study Analyzes Investment Management Fees Paid by Institutional Investors

Butch Cliff provides the latest update for our proprietary investment management fee study.

What We Found in Our Latest Private Equity Fees and Terms Study

Ashley Kahn updates our annual Private Equity Fees and Terms Study with a significantly larger dataset.

Callan’s Fee Study Highlights Key Industry Trends

View the Study Callan has just published the 2019 Investment Management Fee Study, which provides a detailed analysis on fee levels and trends across multiple asset classes and mandate sizes for both active and passive management. The analysis gives insight into what institutional investors are actually paying (negotiated fees) versus the managers’ published fee schedules. The study, […]

Evaluating Average DC Plan Fees

A new feature of Callan’s DC Index, the DC Fee Analysis chart, examines the effects of plan size, participant allocations, and vehicle utilization on investment management fees