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Callan Family Office

Tags: Capital Markets Assumptions

May 28, 2024
A Deeper Look at How We Did With Our Capital Markets Assumptions
An analysis of how Callan's Capital Markets Assumptions performed over time by asset class.
January 16, 2024
Our Capital Markets Assumptions: How'd We Do?
Greg Allen and Julia Moriarty compare Callan's Capital Markets Assumptions to actual returns since 1989.
January 2, 2024
Risky Business Update: Our 2024 CMAs Change the Equation
Julia Moriarty provides an update to our famous "Risky Business" pie charts using our latest Capital Markets Assumptions.
March 21, 2023
Callan’s 2023 Capital Markets Assumptions: A Behind-the-Scenes Look
This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2023-2032, and provides detailed information about risk and return for major asset classes.
March 3, 2023
Our Capital Markets Assumptions: How’d We Do?
Greg Allen and Julia Moriarty examine how Callan's Capital Markets Assumptions compared to actual returns over time.
February 28, 2023
Risky Business Update: After a Historic Year, What’s Changed?
Julia Moriarty provides an update to our famous "Risky Business" pie charts using our latest Capital Markets Assumptions.
August 26, 2022
Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now
Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.
March 11, 2022
A High-Level Summary of the Callan 2022-2031 Capital Markets Assumptions
This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2022-2031, and provides detailed information about risk and return for major asset classes.
March 9, 2022
Capital Markets Assumptions and the Future
CEO and Chief Research Officer Greg Allen and Senior Vice President Julia Moriarty analyze how Callan's capital markets assumptions have compared to actual returns.
February 16, 2022
Risky Business Update: Rising Inflation and Continued Uncertainty Challenge Investors
Julia Moriarty updates Callan's "risky business" model to reflect our latest Capital Markets Assumptions.
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