Completion Managers: An Overview

The pension plan environment is fraught with complexities as increasing regulation and rising costs force plan sponsors to evaluate an array of risks to meet their pension obligations. Many plan sponsors have taken the first steps to de-risk their plans by increasing allocations to fixed income and the duration of those assets to match their […]

Top 10 Tips for Investment Committees

View PDF Investment committees face complex challenges overseeing institutional investment funds. They must navigate myriad laws and regulations, select the right managers and strategies, monitor their portfolios, and ensure their funds can deliver the returns needed for their beneficiaries. To help guide these committees, we developed these 10 tips. (For a deeper dive into the […]

Periodic Table of Investment Returns

One glance at the crazy quilt of colors in the Periodic Table of Investment Returns suggests the challenge investors face in picking an investment class “winner” year-by-year and illustrates the benefit to diversification. Last year offered investors a wild ride, with sentiment overwhelming fundamentals for much of 2016. Bonds rose in value and stocks fell […]

2016 Cost of Doing Business Survey: U.S. Funds and Trusts

Download PDF Managing the costs associated with running a fund or trust is paramount to the success of the fund, and it is also a primary fiduciary responsibility of those who oversee pensions, endowments, foundations, and other asset pools. In this survey, Callan compares the costs of administering and operating funds and trusts in the […]