Markets Recon

51-200 employees
Financial Services

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

Research Café: Private Equity Secondary Funds

8 days ago

During this conversation, Aidan Davison, CFA, provides a topline summary of the private equity secondary market, how secondary funds compare to primary funds, and how they can be implemented in pri...

By Callan In Equities, Private Markets, Portfolio Construction

Callan 2025 Investment Management Fee StudyCallan’s 2025 Investment Management Fee Study is our eleventh examination of institutional investment management fee trends. The purpose of the study is to provide a detailed analysis on fee levels and trends across multiple asset classes and mandate sizes, for both active and passive management.

16 days ago

Callan’s 2025 Investment Management Fee Study is our eleventh examination of institutional investment management fee trends. The purpose of the study is to provide a detailed analysis on fee levels...

By Callan In Private Markets, Portfolio Construction, Indexing / Passive

Active vs. Passive Report, 3Q25

1 month ago

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

By Callan In Indexing / Passive

Active vs. Passive Report, 3Q25This series of charts compares active managers alongside relevant benchmarks over the long term.

1 month ago

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

By Callan In Indexing / Passive

Market Pulse, 3Q25

1 month ago

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

Market Pulse, 3Q25A 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.

1 month ago

By Callan In Equities, Fixed Income, Hedge Funds

3Q25 Capital Markets Review

1 month ago

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

3Q25 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.

1 month ago

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

3Q25 Market Intelligence Report

1 month ago

The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.

By Callan

Markets Recon, operated by Recon Discovery Limited (Registered in England and Wales, Company No. 14778559). Registered Office: 86-90 Paul Street, London EC2A 4NE.