Manager Questionnaire

Investment managers are invited to complete our Manager Questionnaire to be included in Callan's manager database.

Documentation

Equity Style Methodology, an overview of Callan's process for equity style analysis.

Style Group Returns

Built and maintained entirely in-house, Callan's manager database is used in manager searches, plan sponsor reports, custom research, and unique consulting projects to create style groups. It represents virtually all the products that have been marketed to the US tax-exempt institutional investors over the past 30+ years. Quantitative and qualitative information is received on over 5,000 actively-managed products, representing over 1,200 firms. Data is supplemented by commentaries and observations from over 1,200 meetings that our Global Manager Research specialists conduct with asset managers every year.

Participation in Callan's database is voluntary and free of cost.

Callan Style Groups are constructed using a multifactor process designed to assess each manager's style from a variety of quantitative and qualitative angles.

Select from the list below to view median returns for our Style Groups. Updated quarterly, this information is designed to give a general overview of how different segments of the market performed.