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Learn more about our educational programs: Callan Investments Institute and "Callan College."
Greg Allen interviews
Ivan “Butch” Cliff on
Investments in Database and Performance Measurement Technology
Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, and the Trust Advisory Group. Callan employs more than 150 people and maintains four regional offices located in Denver, Chicago, Atlanta, and Florham Park, N.J.
Callan Associates was established in 1973 by Edwin Callan as the first firm to offer performance measurement as its primary service. In 1989, control of the firm passed to the second generation of employee owners. A third generation of employee owners advanced into senior management positions in January 2007. More
Our people are our greatest asset. In a business that is critically dependent on the tenure of its people, our average consulting professional has been with the firm for over eight years. More
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Communicating with Callan offers tips for investment managers on best communication practices with Callan consultants and provides an overview of Callan's investment manager due diligence and search process. More
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Callan’s reputation is based on providing objective information and recommendations to our clients and prospects. Our success depends not only on the quality of information we provide, but on the degree of professionalism, honesty, and integrity with which we conduct ourselves in the collection, processing, and dissemination of information. More