Callan Associates

Callan Investments Institute

Launched in 1980, the Callan Investments Institute was the first forum in the industry created specifically for providing education to investment fiduciaries.  The Callan Investments Institute is widely recognized as one of the leading educational forums for the pensions and investments industry.  Institute clients include approximately 300 corporations, endowments, foundations, public funds, multi-employer funds, independent advisors, and investment management organizations.  The Institute provides published research and conducts conferences and workshops throughout the year for our clients.  We strive to present the most timely and relevant research and education available so our clients and our associates can keep on top of important trends in the investments industry.

• Research

  One of the key functions of the Institute is research.  To update clients on the latest investment information, the Institute conducts valuable market and statistical surveys, undertakes substantial research on important investment trends, prepares position papers on timely investment topics, publishes quarterly newsletters, and provides quarterly performance statistics.

• Conferences and Workshops

  The Callan Investments Institute offers education on investment issues through conferences and regional workshops. Well-known authorities from the fields of investments, politics, economics, and business join Callan and other industry experts in exploring the latest issues currently facing investors.  Participants gain insight through carefully structured lectures, panel discussions, and focused workshops.