ESG Survey (2017)
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)
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
Callan Survey Unearths DC Governance Committee Productivity Hacks
Our survey found that the governance committees that oversee DC plans need to make efficient use of resources, but it is not always apparent how
Private Equity Survey (2017)
View PDF Callan conducted a survey of institutional private equity investors to offer insights relevant to the limited partner community. We focused on deployment models, patterns of investment and commitment activities over time, governance and oversight, staffing and resources, and responsibilities for program administration functions. Our Private Equity Survey included 69 institutional investors with $1.2 trillion of […]
ESG Continues to Climb
Download Survey View Charticle For the fourth straight year, Callan’s survey to assess the status of environmental, social, and governance (ESG) factor integration reveals increasing traction among U.S. investors. ESG investing—including responsible and sustainable investment strategies and socially responsible investing—had been adopted more slowly in the U.S. than in other developed markets due to differences […]
2017 DC Trends Survey
Key Findings Full Survey Our 10th annual Defined Contribution Trends Survey reveals that fees are playing a heightened role in driving plan sponsor decision-making. Reviewing plan fees was cited as a key area of fiduciary focus, both now and for the foreseeable future. Related to this focus on fees are trends including an increase in […]
2016 Cost of Doing Business Survey: U.S. Funds and Trusts
Download PDF Managing the costs associated with running a fund or trust is paramount to the success of the fund, and it is also a primary fiduciary responsibility of those who oversee pensions, endowments, foundations, and other asset pools. In this survey, Callan compares the costs of administering and operating funds and trusts in the […]