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

Real Estate Indicators, 2Q25

9 days ago

By Callan In Private Markets, Macro

Real Estate Indicators, 2Q25Callan'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.

9 days ago

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

Research Café: ESG Interview Series

15 days ago

Callan's Kyle Fekete, CFA, interviews Stephen Liberatore, CFA, head of ESG/Impact at Nuveen. They discuss the concept of impact investing in fixed income, frameworks to address the topic, and curre...

By Callan In Sustainability, Fixed Income

Research Café - Modeling Returns and Managing Market Cap Weights

28 days ago

Callan's David Wong, CFA, and Sarie Diloné, discuss net asset value (NAV) loans, what institutional investors should understand about them, and how private equity investment managers use them.

By Callan In Equities, Private Markets

Active vs. Passive Report, 2Q25

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, 2Q25This 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, 2Q25

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, 2Q25A 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

2Q25 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, Private Markets

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