Research Library

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Expanding upon our Classic Periodic Table, the Collection offers additional versions focused on equity, fixed income, institutional investors, and alternatives such as real estate, private equity, and hedge funds. Other tables compare the performance of key indices to zero and to inflation.
February 12, 2024
The Callan Periodic Table Collection: Year-End 2023
Jacki Hoagland
Callan Periodic Table
This series of charts compares active managers alongside relevant benchmarks over the long term.
February 9, 2024
Active vs. Passive Report, 4Q23
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.
February 8, 2024
Market Pulse, 4Q23
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.
February 7, 2024
4Q23 Capital Markets Review
This white paper details the process behind creating our 2024-2033 Capital Markets Assumptions and the reasoning behind them.
February 6, 2024
2024-2033 Capital Markets Assumptions
Capital Markets Research
White Paper
This charticle summarizes key figures from Callan's 2024-2033 Capital Markets Assumptions.
February 5, 2024
2024-2033 Capital Markets Assumptions Charticle
January 18, 2024
Webinar: Callan's 2024-2033 Capital Markets Assumptions
Adam Lozinski Jay Kloepfer Kevin Machiz
The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year.
January 10, 2024
The Callan Periodic Table of Investment Returns: Year-End 2023
Jay Kloepfer
Callan Periodic Table
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
January 5, 2024
December 2023 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
During this interview, Callan specialists Aaron Quach and Christine Mays of Callan's Real Assets/Real Estate department discuss office-to-residential conversions. They will cover key considerations, potential partnerships and will share examples of office-to-residential conversion projects.
November 29, 2023
Research Cafe: Office-to-Residential Conversions
Aaron Quach Christine Mays
Callan’s annual Nuclear Decommissioning Funding Study offers key insights into the status of nuclear decommissioning funding to make peer comparisons more accurate and relevant.
November 21, 2023
2023 Nuclear Decommissioning Funding Study
Julia Moriarty
This webinar presents a provocative, yet simple, solution to today’s retirement conundrum—how best to help participants retire. During this discussion, representatives from Callan and October Three (a human resource and actuarial consulting firm) will discuss how a small provision in SECURE 2.0 has paved the way for cash balance pension plans to meet retirement income needs.
November 16, 2023
The Retirement Conundrum Webinar
Ric Ford Emily Hylton
Callan experts will offer key insights from our 2023 Asset Manager ESG Study. This webinar will focus on the extent to which U.S. based asset owners are integrating ESG factors into their investment process and what concerns exist about ESG incorporation.
November 15, 2023
Webinar: 2023 Asset Manager ESG Study
Hannah Vieira Thomas Shingler
The purpose of the study is to provide a detailed analysis on fee levels and trends across multiple asset classes and mandate sizes, for both active and passive management.
November 15, 2023
Callan 2023 Investment Management Fee Study
Ivan "Butch" Cliff
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 9, 2023
Real Estate Indicators, 3Q23
Avery Robinson