Greg Allen on the Big Themes
Read the Interview Greg Allen, Callan’s chief executive officer and chief research officer, recently sat down with Millie Viqueira, head of our Fund Sponsor Consulting Group, to talk about his 30 years at Callan. The wide-ranging interview touched on his start at the firm, what has changed in the industry and how he has changed over the last 30 years, […]
A Look at the New Communication Services Sector
The Global Industry Classification Standard will undergo its biggest shift ever when the Telecommunication sector is revamped into a new Communication Services sector at the end of September to better reflect changing communication methods.
ESG Survey (2017)
View PDF In Callan’s 2017 ESG Survey, we found that adoption rates of environmental, social, and governance (ESG) factors into the investment decision-making process among institutional investors has leveled off. In 2017, 37% of fund sponsors incorporated ESG factors into their investment decisions, which is unchanged compared to 2016. Larger funds (greater than $20 billion in assets) […]
Investment Management Fee Survey (2017)
Callan conducted a survey of institutional investors to offer insights regarding the fees paid for investment management services. This is the seventh installment of our Investment Management Fee Survey, and 2016 marks the 30-year anniversary of the original publication
Celebrating 30 Years of the Global Investment Performance Standards (GIPS)
A look back at the history of the CFA Institute Performance Presentation Standards: an industry game changer. Manager performance composites weren’t always a useful tool to assess historical manager performance. Prior to the mid-1980s, reporting on and assessing investment performance was the “Wild West” for fund sponsors and consultants. Many managers were merely putting their […]
Conference Highlights: NASRA
JJ Milder and Brady OConnell recently attended the National Association of State Retirement Administrators (NASRA) conference in Baltimore. NASRA seeks to gather senior leaders and trustees from large public pension plans to improve education and information sharing
Conference Highlights: ConsortiumEAST 2017
I recently attended ConsortiumEAST 2017: Connecting Institutional Investors, Emerging and Diverse Managers in New York, organized by RG and Associates. This well-organized event featured sessions including the following: Fireside Chat – Doing Away with Groupthink Key takeaways included: The philosophy that diversity adds value has to be at the core of an organization. You need […]
In Context: Markets in Financial Instruments Directive (MiFID) II
Over the last year, Callan has been fielding questions from both asset owners and asset managers regarding MiFID II. There is certainly some confusion among US-based asset owners utilizing Europe-based money managers (and/or US-based money managers with operations and portfolio management teams located in Europe) specific to MiFID II compliance. What challenges does MiFID II […]
Conference Highlights: National Association of Securities Professionals (NASP)
Callan recently presented at the 28th Annual Pension and Financial Services Conference hosted by the National Association of Securities Professionals (NASP) in Los Angeles. In attendance were about 560 people, of which approximately 160 were plan sponsors. On day one of the conference, three programs ran concurrently: NASP Institute: plan sponsor and plan sponsor staff […]
How Index Changes May Affect Investors
UPDATED: After consulting with index users and other parties, FTSE Russell recently announced that it would exclude some securities issued by companies with unequal voting rights from its indices, following its decision to exclude shares of Snap, the popular social media company that recently went public with zero voting rights stock. S&P Dow Jones also […]