ILS on Pace for Banner Year in 2023
Sean Lee discusses the returns for insurance-linked securities (ILS) for the year-to-date.
Callan’s 2023 Capital Markets Assumptions: A Behind-the-Scenes Look
This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2023-2032, and provides detailed information about risk and return for major asset classes.
Alignment of Interests: Best Practices to Make Sure Investors and Their Managers Are in Sync
Jan Mende discusses how institutional investors can make sure their interests are aligned with their private markets investment managers.
Investing in Data Centers: The Real Assets of the Digital Age
Lauren Sertich provides a summary of her recent paper on investing in data centers.
Hedge Funds and Ukraine: A Guide for Institutional Investors
Joe McGuane analyzes hedge fund performance in 2022 and how managers are handling the volatility stemming from the invasion of Ukraine.
A High-Level Summary of the Callan 2022-2031 Capital Markets Assumptions
This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2022-2031, and provides detailed information about risk and return for major asset classes.
Hedge Funds End Year on a Positive Note
Joe McGuane explains what happened with hedge funds and multi-asset class strategies (MACs) in 4Q21 and the impact of the pandemic.
The Road to Building Better Infrastructure Benchmarks
Jan Mende explains how infrastructure benchmarks are evolving and becoming more sophisticated.
GPs Take ‘Credit’ for Higher IRRs
Our Alternatives Consulting Group explains subscription credit facilities and how they impact private markets returns.
How the Pandemic Affected Private Credit, and What’s Next
Many private credit managers are well-poised to generate outsized returns as the dislocation extends into 2021.