DC Index, 1st Quarter 2017

We recently published our latest data for the Callan DC Index™ , which tracks performance, asset allocation, and cash flows of over 90 large defined contribution plans representing approximately $150 billion in assets. Highlights from the quarter (data as of 3/31/17) include: DC plans benefited from strong market performance during the quarter. The Callan DC […]

DCIIA Public Policy Forum Highlights

Lori Lucas, CFA, and James Veneruso, CFA, CAIA, recently attended the annual Defined Contribution Institutional Investment Association (DCIIA) Public Policy Forum in Washington, DC. Here are some notes and observations from the event. (Lori is the DCIIA Chair.) The DCIIA Public Policy Forum “brings together industry leaders with policy makers and other thought leaders to […]

DC Index, 4th Quarter 2016

The Callan DC Index™ ended 2016 with a return of 7.99%, its best year since 2013. The Index reflects the performance, asset allocation, and cash flows of more than 90 large defined contribution (DC) plans representing approximately $150 billion in assets. Despite the turbulent economic and political environment of last year, including the Brexit vote in […]