Callan Survey Sees First Decline in ESG Incorporation Since 2019

Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.

Callan Survey Finds Nearly 50% of Respondents Incorporate ESG, Highest Level Ever

Tom Shingler provides key takeaways from the Callan 2021 ESG Survey.

Nonprofits and the Pandemic: What to Do Now

For nonprofits, this environment creates unique challenges, with many organizations not only contending with the health crisis but also the impact of portfolio returns on their organization’s ability to fund grants, provide scholarships, and support programs and operations essential to their constituents

Quarterly Results for Institutional Investors Reflect the Initial Impact of the Pandemic

Four of the primary types of institutional investors (public and corporate defined benefit (DB) plans; nonprofits; and Taft-Hartley plans) experienced sharp declines in the first quarter and smaller drops for the 12 months ending March 31. A quarterly rebalanced 60% S&P 500/40% Bloomberg Barclays Aggregate portfolio declined 10.9% during the quarter and 0.4% over the […]

Have We Learned the Lessons of the GFC About Liquidity?

After a 10-year bull market in equities, the Global Financial Crisis (GFC) may seem like a distant memory. Yet the financial lessons of those times should be branded into our memory as fiduciaries. As financial markets collapsed, the lack of liquidity across all asset classes had serious consequences and limited the ability of institutional investors […]