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 Nuclear Decommissioning Funding StudyCallan’s Nuclear Decommissioning Funding Study offers key insights into the status of nuclear decommissioning funding to make peer comparisons more accurate and relevant.

4 days ago

Callan’s Nuclear Decommissioning Funding Study offers key insights into the status of nuclear decommissioning funding to make peer comparisons more accurate and relevant.

By Callan

4Q25 Market Intelligence ReportThe Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.

17 days ago

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

By Callan

2026-2035 Capital Markets Assumptions CharticleThis charticle summarizes key figures from Callan's 2026-2035 Capital Markets Assumptions.

19 days ago

This charticle summarizes key figures from Callan's 2026-2035 Capital Markets Assumptions.

By Callan In Portfolio Construction

The Callan Periodic Table of Investment Returns: Year-End 2025The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year.

1 month ago

The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year.

By Callan In Portfolio Construction

December 2025 Monthly Periodic Table of Investment ReturnsA monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.

1 month 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: Private Equity Secondary Funds

1 month 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.

2 months 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

2 months 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.

2 months ago

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

By Callan In Indexing / Passive

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