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Date
Title
Author
Type
Callan’s inaugural comprehensive study of the real assets open-end fund universe. The study is intended to help institutional investors better evaluate open-end real assets funds and can be useful for real assets managers evaluating their own fees and terms.
November 27, 2024
2024 Real Assets Open-End Funds Fees and Terms Study
Aaron Quach
Surveys/Studies
Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have helped signal when the institutional real estate market is overheated or cooled.
November 12, 2024
Real Estate Indicators, 3Q24
Avery Robinson
Charticle
This series of charts compares active managers alongside relevant benchmarks over the long term.
November 12, 2024
Active vs. Passive Report, 3Q24
Ivan "Butch" Cliff
Data Presentation
A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
November 8, 2024
Market Pulse, 3Q24
Jacki Hoagland
Data Presentation
The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
November 7, 2024
3Q24 Capital Markets Review
Multiple
In this webinar, members of Callan's Environmental, Social, and Governance group offer key insights from Callan's 2024 ESG Survey.
October 31, 2024
Webinar: 2024 ESG Survey Results
Thomas Shingler Kristin Bradbury Hannah Vieira
Videos
Callan's 11th survey assessing the status of environmental, social, and governance (ESG) investing in the U.S. institutional investment market.
October 30, 2024
2024 ESG Survey
Hannah Vieira Thomas Shingler
Surveys/Studies
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
October 25, 2024
3Q24 Market Intelligence Report
Callan Institute
Data Presentation
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
October 4, 2024
September 2024 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
The Style, Trend, Analysis & Research (STAR) report provides in-depth analysis of asset flows across 29 long-only strategies. The benefit is understanding market effects on investor asset flows.
September 30, 2024
STAR Report Executive Summary: Mid-Year 2024
Data Presentation
Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have helped signal when the institutional real estate market is overheated or cooled.
September 9, 2024
Real Estate Indicators, 2Q24
Avery Robinson
Charticle
Callan’s 2024 Private Equity Fees and Terms Study is a comprehensive update to our 2021 study. With each edition, the study’s dataset broadens, and this year we include a wider variety of general partners and strategy types.
August 16, 2024
2024 Private Equity Fees and Terms Study
Ashley Kahn
Surveys/Studies
This series of charts compares active managers alongside relevant benchmarks over the long term.
August 14, 2024
Active vs. Passive Report, 2Q24
Ivan "Butch" Cliff
Data Presentation
The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
August 7, 2024
2Q24 Capital Markets Review
Multiple
A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
August 6, 2024
Market Pulse, 2Q24
Jacki Hoagland
Data Presentation