Unlocking the Secrets of the ‘Data Vault’
Bo Abesamis describes the Callan “Data Vault,” a repository where data is collected, cleansed, aggregated, and curated.
Initiative Aims to Standardize ESG Reporting for Private Equity Investors
Aidan Davison explains the data convergence project and what it might mean for ESG efforts within private equity.
ESG Continues to Climb
Download Survey View Charticle For the fourth straight year, Callan’s survey to assess the status of environmental, social, and governance (ESG) factor integration reveals increasing traction among U.S. investors. ESG investing—including responsible and sustainable investment strategies and socially responsible investing—had been adopted more slowly in the U.S. than in other developed markets due to differences […]
2017 DC Trends Survey
Key Findings Full Survey Our 10th annual Defined Contribution Trends Survey reveals that fees are playing a heightened role in driving plan sponsor decision-making. Reviewing plan fees was cited as a key area of fiduciary focus, both now and for the foreseeable future. Related to this focus on fees are trends including an increase in […]
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 […]