Callan Associates

Milestones

• 2007-Present

  • 2009 Unveiled TDVantage™, target date fund analytics for defined contribution plan sponsors
  • 2008 Introduction of the Callan Target Date GlidePath Index
  • 2007 Launched Callan GlidePath® target maturity funds
    sponsored by AST Capital Trust Company
  • 2007 Launched the Callan Defined Contribution Index™
  • 2007 Successfully transitioned a third generation of employee owners to senior management positions

• 2000-2006

  • 2006 Created the first Small Cap Group Trust designed to capture active management alpha
  • 2005 Developed and implemented the use of MSCI “Z-scores” security-style scoring application to holdings-based style analysis
    in client report services
  • 2003 Introduced holdings-based international equity style analysis and portfolio characteristics
  • 2002 Created the concept of a “Pool of Transition Managers”
  • 2001 Developed fund sponsor asset class peer groups
  • 2000 Launched Callan Insights

• The 1990's

  • 1999 Introduced Hedge Fund Consulting Services
  • 1997 Developed OpCenter, a web-based resource platform for our IAG members
  • 1996 Developed holdings-based fixed income style analysis
  • 1995 Developed asset allocation-adjusted fund sponsor peer
    group rankings
  • 1994 Developed total fund performance attribution and style
    structure attribution
  • 1993 Callan is the first consulting firm to offer formal training on
    the institutional investment process which continues through
    the Center for Investment Training, "The Callan College".
  • 1991 Introduced the Independent Adviser Group to support the practices of outside consulting firms and financial intermediaries
  • 1991 First consulting firm to recruit investment specialists for
    specific asset classes
  • 1991 Developed and implemented consulting services for
    transition management, global custody and securities lending
  • 1990 Successfully transitioned ownership from the founder,
    Edwin C. Callan, to employees while remaining an independent consulting firm

• The 1980's

  • 1988 Developed performance measurement (PEP for Windows)
    and asset allocation (AssetMax) software to be released external to the firm
  • 1987 Pioneered holdings-based domestic equity style analysis
    and portfolio characteristics
  • 1986 One of the first consulting firms to utilize full-time centralized manager research specialist
  • 1985 Created daily time-weighted performance attribution
  • 1984 Created manager style-based peer groups
  • 1982 First consulting firm to institute the use of peer oversight
    review committees for all manager searches and client policy
    reviews which centrally monitor quality and contribute our
    combined institutional knowledge to client projects
  • 1980 First consulting firm to offer conference, research, and educational services through the Callan Investments Institute

• 1973-1979

  • 1973 First firm with the ability to calculate daily time-weighted rates
    of returns, provide automated audit reconciliation of securities positions, accruals, and cash balances