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Showing 1 - 8 of 8 results for "Callan Associates"

Active winning out in down markets: MFS

ALEX BURKE  |  FRIDAY, 18 NOV 2016
... climate, investors are taking on three times as much risk as 20 years ago to achieve the same return, based on Callan Associates research. MFS managing director of Australian institutional Marian Poirier explained: "Although passive strategies have gained ...

Competitive forces driving US pension fees down

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
... cutting costs in a variety of ways: More than 60% of 144 large companies surveyed by investment-consulting firm Callan Associates Inc. said they were likely to move money into less-expensive share classes of mutual funds on their plan menus. Meanwhile ...

Another US pension giant exits hedge funds

MARK SMITH  |  TUESDAY, 19 APR 2016
... the fund type in September 2014, citing scalability issues. NYCERS trustees said that the fund's consultant, Callan Associates, conducted a review that "demonstrated that hedge funds can be removed from the NYCERS asset mix to achieve targeted levels ...

Mutual funds outperform instos

RUTH LIEW  |  FRIDAY, 24 APR 2009
... institutional counterparts with the former reporting almost 30 per cent less outflows during last year. According Callan Associates, institutional asset losses were "extensive" across 17 traditional equity and fixed income styles measured by the 2008 ...

Mercer and Callan drop merger plans

COMPANY RELEASES  |  WEDNESDAY, 1 APR 2009
Mercer and Callan Associates have torn up the agreement to merge their investment consulting businesses. In a statement, Callan Associates said both firms agreed to terminate the agreement and would continue to grow their businesses independently. All ...

Mercer buys Callan Associates

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
Mercer strengthens its investment consulting business further after it acquired Callan Associates, one of the largest consulting firms in the US. Based in San Francisco, Callan Associates provides research, education, decision support and advice for ...

DC plans to axe managers

RUTH LIEW  |  MONDAY, 16 FEB 2009
... fund managers in 2009, new research shows. According to Lori Lucas, defined contribution leader at US-based Callan Associates, the credit crisis has redefined the DC landscape and 44 per cent of plan sponsors expect to replace a fund or manager for "performance-related ...

Dr Steven Vaughan & Associates and Callan to target domestic market

Dr Steven Vaughan & Associates has teamed up with Callan Associates to increase the exposure of Callan services to the Australian market. The joint business initiative is resultant of a business relationship that was formed in late 1998, with Vaughan ...
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