“First and foremost, we try to create an environment where bright, creative people enjoy coming to work every day. If you get that right, the business of consulting takes care of itself.”
Gregory C. Allen, President
Scale, Experience, Resources
Founded in 1973, we are one of the largest independently-owned investment consulting firms in the United States. Headquartered in San Francisco, with offices across the country, we provide research, education, decision support, and advice to over 500 institutional investors, responsible for over $3 trillion in total assets.
As an employee-owned firm, we pride ourselves on our ability to attract and retain the brightest investment professionals in our industry. In a business that is critically dependent on the tenure of its people, our average consultant has been with the firm for over 13 years. This stability creates the perspective and the experience that make us a recognized leader in our industry.
Our experienced consultants are supported by one of the strongest centralized manager research efforts in the industry. We employ over 50 dedicated research professionals, with a total of 34 CFA designations across the firm. Combine this with our proprietary systems built over our 34 years in the business, and no other firm is better positioned to serve the needs of today’s institutional investors.
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"Callan College"
2008 Schedule
An Introduction to Investments
October 21-22, San Francisco
Advanced Investment Topics
July 15-17, San Francisco
Alternative Investments
June 3-4, San Francisco
"Callan College" for Investment Managers
September 23-25, Boston
Featured Research
Bo Abesamis talks with Michael O'Leary about the current environment:
Ask the Expert: Securities Lending - Mechanics and Risks Revisited
The Callan DC Index™ measures performance and net flow activity of defined contribution plans.
The Callan DC Index™