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Callan Five decades of empowering institutional investors to create smarter investment plans

Institutional Investors: You're invited to take our newest course on nuclear power, offered exclusively on our Callan On...
06/02/2026

Institutional Investors: You're invited to take our newest course on nuclear power, offered exclusively on our Callan On-Demand Education (CODE) platform. In this 30-minute Research Café, Callan's Greg DeForrest, CFA, and Julia Moriarty, CFA, discuss the renewed interest nuclear power as a low-emissions, reliable energy source amid rising electricity demand, aging reactors fleets, and growing data-center needs. All CODE courses are eligible for continuing education credits. Click here to take the course: https://bit.ly/4g0Td6G

Emerging and Diverse Managers: Registration is open for the next weeklong Callan Connects sessions starting July 13. Cli...
06/01/2026

Emerging and Diverse Managers: Registration is open for the next weeklong Callan Connects sessions starting July 13. Click here for more information on the program and to register: https://bit.ly/4u8kyaE

On June 9, join us for a webinar exploring the uptick in funded status for pension plans and how leading plan sponsors a...
06/01/2026

On June 9, join us for a webinar exploring the uptick in funded status for pension plans and how leading plan sponsors are turning surplus into a powerful tool for risk management, balance sheet efficiency, and long-term plan outcomes. The webinar will feature Callan's plan sponsor consultant William Emmett and capital markets specialist Ric Ford, FSA, EA, CFA, as well as special guests from October Three Consulting, Phil Merdinger and Idan Shlesinger. Learn more and register here: https://bit.ly/439WzNj

The battle between active and passive management is endless, and it spans many different asset classes and investment st...
05/29/2026

The battle between active and passive management is endless, and it spans many different asset classes and investment styles. In our series of charts, explore active managers alongside relevant benchmarks over the long term: https://bit.ly/4viDJj3

Next week, be sure to catch Callan's Tony Lissuzzo, CFA, as moderator for the session "Private Credit at a Crossroads? R...
05/28/2026

Next week, be sure to catch Callan's Tony Lissuzzo, CFA, as moderator for the session "Private Credit at a Crossroads? Risk, Resilience, and What Comes Next" at the Institutional Investor Endowments & Foundations Roundtable East. https://bit.ly/4vdiaQP

How did perform in the first quarter? Callan's Joe McGuane, CFA, takes a look in his latest analysis: https://bit.ly/4...
05/27/2026

How did perform in the first quarter? Callan's Joe McGuane, CFA, takes a look in his latest analysis: https://bit.ly/4u0je9E

Callan's David Wong talks to FundFire for a story about how mega-fund private equity managers in the Asia-Pacific region...
05/26/2026

Callan's David Wong talks to FundFire for a story about how mega-fund private equity managers in the Asia-Pacific region have had a strong start to 2026 as investors seek diversification. Read it here: https://bit.ly/4tYnJSk

On June 9, join us for a webinar exploring the uptick in funded status for pension plans and how leading plan sponsors a...
05/22/2026

On June 9, join us for a webinar exploring the uptick in funded status for pension plans and how leading plan sponsors are turning surplus into a powerful tool for risk management, balance sheet efficiency, and long-term plan outcomes. Learn more and register here: https://bit.ly/3Rk55GV

What are investment beliefs and why do they matter? Investment beliefs shape every major investment decision an institut...
05/21/2026

What are investment beliefs and why do they matter? Investment beliefs shape every major investment decision an institution makes, in addition to providing the foundation and direction within an institution’s broader investment governance framework. In their post, Tammy Schmidt and Paola Cardenales explain the importance of investment beliefs and how they differ meaningfully by institution type. https://bit.ly/4wXoRZ8

While it's extraordinarily rare for us to write about ourselves, we've made an exception to discuss Callan's strategy....
05/20/2026

While it's extraordinarily rare for us to write about ourselves, we've made an exception to discuss Callan's strategy. CEO and Chief Research Officer Greg Allen outlines the ways in which we use AI, the ways we do not, and how these tools benefit the work we do for clients. Read it here: https://bit.ly/49MErwz



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