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

2025 DC Trends Survey

2 days 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

5 days 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

7 days 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 Survey

7 days ago

By Callan In Industry, Wealth Practice

2025 Cost of Doing Business SurveyMonitoring 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 and tax-qualified organizations in the U.S. We identify practices and trends to help institutional investors manage expenses.

7 days ago

By Callan In Industry, Wealth Practice

What Nuclear Power's Rebound Means for Institutional Investors

28 days ago

This paper outlines the scale of the rebound in nuclear power and what it means for institutional investors and investment managers.

By Callan In Commodities

What Nuclear Power's Rebound Means for Institutional InvestorsThis paper outlines the scale of the rebound in nuclear power and what it means for institutional investors and investment managers.

28 days ago

This paper outlines the scale of the rebound in nuclear power and what it means for institutional investors and investment managers.

By Callan In Commodities

Active vs. Passive Report, 1Q25

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, 1Q25This 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

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