Manager Data and Tools

Callan has pioneered many of the tools now routinely used in the consulting industry.

Our goal has always been to develop theoretically sound solutions that are both practical and customized for our clients.

OpCenter

The OpCenter is Callan’s on-line gateway to investment consulting and mutual fund research. It supports the consulting firms served by the Independent Advisors Group. Sign In

Manager Questionnaire

Over the past five years, Callan has helped place over $100 billion across more than 500 different investment management organizations. Our investment management questionnaire is a primary source of information to support this process.

Investment managers are now able to submit data through our new web-based questionnaire. Sign In

PEP for Windows

PEP is Callan’s industry leading performance, risk, and style analysis software application. Designed for Callan’s Capital Markets Research and Global Manager Research Groups, this flexible tool is now available to all clients, giving access to Callan’s manager database and style universes. View Tool

Return Calculator

The Callan Return Calculator is a program that allows you to quickly and easily compute quarterly or monthly GIPS compliant time-weighted returns based on market values and daily cash flows. View Tool