What You Need to Know About the Net Zero Asset Managers Initiative
Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.
Updated COVID-19 Survey: Most Managers’ Offices Closed, With Many Not Reopening Until 2021
Overall, managers were much less optimistic about the resumption of business as usual in September compared to our first survey in June.
How Investment Managers Are Handling the Pandemic’s Impact
View Survey This month Callan conducted a survey aimed at gauging how investment managers have been coping with the impact of COVID-19 and the subsequent quarantine on their operations, and to gather insights about their plans. As our industry navigates the uncertainty, devastation, and confusion surrounding the pandemic, we found that managers across the globe […]
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, […]
ESG’s Regional Regulatory Conundrum for Managers
Despite the climate change concerns of many Americans, our political and regulatory stance on environmental issues has diverged from much of the rest of the world. America’s withdrawal from the Paris Agreement, the administration’s easing of environmental regulations and enforcement, and the increased support for coal production are examples of this pivot. For institutional investors, […]
Follow the Money: Asset Flow Data Support Industry Trends
Twice a year, Callan takes a deep dive into asset flow data to extrapolate trends and identify the most successful investment managers in each asset class. What we found in our most recent analysis, for year-end 2017, is consistent with many of the broad challenges the institutional asset management industry is facing. However, this analysis […]
Dragnets of Due Diligence
The often mundane jobs of compliance officers and forensic auditors just got more exciting. Effective Oct. 1, 2017, investment advisers registered with the Securities and Exchange Commission (SEC), with few exceptions, must use a newly expanded Form ADV to report on their businesses. With these changes, this document has become an even more valuable tool for investors and fiduciaries seeking to evaluate their advisers.
Examining MiFID II After Implementation
Last August Callan outlined some of the issues raised by MiFID II, the second iteration of the Markets in Financial Instruments Directive. We wanted to provide an update on the directive, which took effect at the start of this year
Our Manager Search Process
I’m always struck by the number of media articles with titles such as, “How to get into consultant XYZ’s search process.” While it is certainly necessary to know how each consultant operates, a consultant’s search process should ultimately be able to objectively identify the best candidates for each mandate regardless of size, ownership structure, or […]