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.
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Institutional Investment Consulting, Asset Management, and Financial Research & Data
Callan’s inaugural comprehensive study of the real assets open-end fund universe. The study is intended to help institutional investors better evaluate open-end real assets funds and can be useful...
This series of charts compares active managers alongside relevant benchmarks over the long term.
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...
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...
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.
In this webinar, members of Callan's Environmental, Social, and Governance group offer key insights from Callan's 2024 ESG Survey.
Callan's 11th survey assessing the status of environmental, social, and governance (ESG) investing in the U.S. institutional investment market.
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
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