Exclusive 2023 Study Analyzes Investment Management Fees for Institutional Investors

Butch Cliff summarizes his comprehensive look at investment management fees paid by institutional investors in 2022.

Exclusive Callan Study Analyzes Investment Management Fees Paid by Institutional Investors

Butch Cliff provides the latest update for our proprietary investment management fee study.

Securities Lending 101

By Kyle Fekete and Mark Kinoshita As passive investing becomes a larger part of fund sponsors’ portfolios, investors are encouraged to look underneath the hood of their indexing strategies to evaluate securities lending. This has played an integral role in maintaining low fees (or a source of alpha) for index funds, which is especially critical […]

Active or Passive? Our Data Can Help

View PDF The debate over active vs. passive management is endless, and it spans many different asset classes and investment styles. And for an issue that seems to involve cold, hard math, the discussion can get subjective and even passionate. Most investment professionals would agree the answer to which is better is not binary—simply yes […]