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

2Q25 Market Intelligence Report

8 days ago

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

By Callan

June 2025 Monthly Periodic Table of Investment Returns

24 days ago

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

Research Café - NAV Loans

1 month ago

Callan's Ashley Kahn, CAIA, interviews Chrissy Mehnert, author of the Private Equity Sector-Specialist Strategies paper, addressing several of the important considerations for large institutional l...

By Callan In Private Markets, Equities, Portfolio Construction

2025 DC Trends Survey

1 month ago

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

By Callan In Industry

2025 DC Trends Survey Webinar

1 month ago

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

By Callan In Industry

2Q25 Real Assets Reporter: Office-to-Residential Conversions Update

1 month ago

Office-to-residential conversions, while still facing headwinds, have seen an improved financing environment and additional regulatory help since our original white paper was published.

By Callan In Private Markets, Sustainability

2Q25 Real Assets Reporter: Office-to-Residential Conversions UpdateOffice-to-residential conversions, while still facing headwinds, have seen an improved financing environment and additional regulatory help since our original white paper was published.

1 month ago

Office-to-residential conversions, while still facing headwinds, have seen an improved financing environment and additional regulatory help since our original white paper was published.

By Callan In Private Markets, Sustainability

2025 Cost of Doing Business Study

1 month ago

Monitoring and controlling costs is a primary fiduciary responsibility for all funds. In this survey, Callan compares the costs of administering and operating funds across all types of tax-exempt a...

By Callan In Industry, Wealth Practice

2025 Cost of Doing Business StudyThis study reflects 2024 investment management fees for 180 asset pools with more than $772 billion in assets, including public defined benefit (DB) plans, corporate DB plans, nonprofits, and insurance pools. In addition to 2024 results, it reveals trends and changes since 2010. The study also includes an analysis using our proprietary custody fee database.

1 month ago

This study reflects 2024 investment management fees for 180 asset pools with more than $772 billion in assets, including public defined benefit (DB) plans, corporate DB plans, nonprofits, and insur...

By Callan In Private Markets, Industry

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