Callan

Est. 1973
51-200 employees Financial Services

About Callan

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S.

Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR.

Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, Twitter, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking"​ or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization.

Expertise

Institutional Investment Consulting, Asset Management, and Financial Research & Data

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June 2026 Monthly Periodic Table of Investment ReturnsA monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
  • 10 Jul 2026

A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.

By Callan In Equities, Fixed Income, Private Markets
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Real Estate Indicators, 1Q26Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have helped signal when the institutional real estate market is overheated or cooled.
  • 24 Jun 2026

Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have...

By Callan In Private Markets, Macro, Fixed Income
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Research Café: Portfolio Options for Nonprofits
  • 24 Jun 2026

During this conversation, Tony Lissuzzo, CFA, and Evan Williams, CFA, CAIA, compare three primary portfolio approaches used across the nonprofit landscape: the Traditional 60/40 Portfolio, the Yale...

By Callan In Portfolio Construction, Sustainability, Thematic / Megatrends
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Webinar: How the Pension Worm Has Turned: From Deficit to Surplus and the World Beyond
  • 09 Jun 2026

This webinar explores how plan sponsors are turning their surplus into a powerful tool for risk management, balance sheet efficiency, and long-term plan outcomes.

By Callan In Industry
Watch Here 
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EconIndicators, April 2026EconIndicators is a monthly collection of 14 key measures of economic and capital markets activity, placed in the context of recent experience. The purpose of the chart is to show current activity, a comparison to recent history, and the direction of change for each measure.
  • 29 May 2026

EconIndicators is a monthly collection of 14 key measures of economic and capital markets activity, placed in the context of recent experience. The purpose of the chart is to show current activity,...

By Callan In Portfolio Construction
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EconIndicators, March 2026The Callan EconIndicators provides a measure of economic and capital markets performance.
  • 21 May 2026

The Callan EconIndicators provides a measure of economic and capital markets performance.

By Callan In Portfolio Construction
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Active vs. Passive Report, 1Q26This series of charts compares active managers alongside relevant benchmarks over the long term.
  • 19 May 2026

This series of charts compares active managers alongside relevant benchmarks over the long term.

By Callan In Indexing / Passive
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Market Pulse, 1Q26A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
  • 12 May 2026

A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternat...

By Callan In Equities, Fixed Income, Hedge Funds
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1Q26 Capital Markets ReviewThe Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
  • 07 May 2026

The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.

By Callan In Portfolio Construction, Private Markets
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