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

IndexingPassive2.png
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
Read More 
Equities4.png
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
Read More 
CapitalMarkets2.png
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
Read More 
galaxyv2.7.png
Research Café: Blockchain Technology
  • 30 Apr 2026

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 Thematic / Megatrends, Equities, Private Markets, Portfolio Construction
Read More 
galaxyv2.21.png
1Q26 Market Intelligence ReportThe Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
  • 24 Apr 2026

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

By Callan
Read More 
InvestmentIndustry2.png
2026 DC Trends SurveyThis survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
  • 10 Apr 2026

This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.

By Callan In Industry
Read More 
Equities4.png
March 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.
  • 08 Apr 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
Read More 
HedgeFunds1.jpg
STAR Report Executive Summary: Year-End 2025The Style, Trend, Analysis & Research (STAR) report provides in-depth analysis of asset flows across 29 long-only strategies and a discussion of the Alternatives marketplace.
  • 26 Mar 2026

The Style, Trend, Analysis & Research (STAR) report provides in-depth analysis of asset flows across 29 long-only strategies and a discussion of the Alternatives marketplace.

By Callan In Hedge Funds
Read More 
cityv1.1.png
Real Estate Indicators, 4Q25Callan'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.
  • 23 Mar 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
Read More 

Copyright © 2026 Markets Recon. All Rights Reserved.

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