Callan Associates

• File Retrieval
• OpCenter
• Callan Connects
• Manager Questionnaire
• Style Group Returns
  • Separate Account
  • Domestic Equity
  • Domestic Fixed Income
  • International/Global
  • Mutual Funds
  • Domestic Equity
  • Domestic Fixed Income
  • International/Global
  • Hedge Fund
  • Fund-of-Funds Universes
  • Plan Sponsor
  • Plan Sponsor Universes
• PEP for Windows
  • Training
    • Videos
    • WebEx
  • Client Support Center
• Return Calculator

WebEx Training Tutorials

Callan's Analytical Solutions Group has put together a series of short tutorials for the software.

• Reports

  VideoIntroduction to Reports
  An overview of the Report feature within PEP
  VideoDynamic Text
  A short tutorial on how to use Dynamic Text within the Report feature

• Searchbooks

  VideoIntroduction to Searchbooks
  An overview of the Searchbook feature within PEP
  VideoData Filters and Search Scores
  A short tutorial on data filters and search scores within the Searchbook feature
  VideoSearch Composites
  A short tutorial on Search Composites within the Searchbook feature

• Help Features

  VideoHelpful Features
  A short tutorial on the Help File
  VideoHelpful Screen Tools
  A short tutorial on helpful screen tools.

• Database

  VideoIntroduction to the PEP Database
  An introduction to the PEP database.
  VideoDatatypes within the database
  An explanation of the information held with the PEP database
  VideoWorkspaces
  An explanation of the workspaces within the PEP database
  VideoCreating a User Portfolio
  A short tutorial on creating a user portfolio
  VideoCreating a Target
  A short tutorial on creating a target
  VideoCreating a Composite
  A short tutorial on creating a composite
  VideoCreating a User Group
  A short tutorial on creating a user group

• Charts

  VideoCreate a Bar Chart
  A short tutorial on how to create a Relative Return Bar chart.
  VideoCreate a Floating Bar Chart
  A short tutorial on how to create a Floating Bar chart.
  VideoCreate a Line Chart
  A short tutorial on how to create a Line chart.
  VideoCreate a Scatter Chart
  A short tutorial on how to create a Scatter chart.
  VideoCreate a Style Map
  A short tutorial on how to create a Style Map chart.
  VideoCreate an Exposure Chart
  A short tutorial on how to create an Exposure chart.
  VideoCreate an Allocation Chart
  A short tutorial on how to create an Allocation chart.
  VideoCreate a Matrix Chart
  A short tutorial on how to create a Matrix chart.
  VideoUsing Chartbook Editor
  A short tutorial on how to use the Chartbook Editor feature.
  VideoEmbedding and Linking Charts
  A short tutorial on how to embed or link a chart.

© Callan Associates Inc.