Callan Associates

IAG Services

Callan's Independent Adviser Group (IAG) membership provides access to a wide range of consulting services.

Capital Market Research

Our capital market research includes expected returns, standard deviations, and correlation coefficients for the major asset categories.

Proprietary, State-of-the-Art Software Tools

Our asset allocation software, “AssetMAX,” generates customized optimizations and Monte Carlo simulations to reflect client objectives. Callan’s Performance Evaluation Program (PEP) allows for sophisticated analysis and customized reporting and leverages Callan’s comprehensive databases.

Consulting Templates

Investment policy statements, data-gathering checklists, and presentation storyboards allow IAG Members to clearly document their clients’ investment management processes and improve communication.

Traditional and Alternative Investment Research

Research is provided on a broad array of traditional and alternative investment strategies. Our Middle Market Matrix (MAX) and our Hedge Fund-of-Funds Focus List provide IAG Members with comprehensive research on implementation solutions that are categorized by investment style and subject to Callan due diligence and oversight.

Performance Reporting

We provide IAG Member Firms with either standard or customized performance reports that range from basic to sophisticated.

Education and Research

Member Firms gain knowledge on key investment issues through national conferences and regional workshops.

On-Line Support

Provides access to many IAG services:

• Detailed product profiles on separate account managers, mutual funds, and hedge fund-of-funds
• Performance measurement reporting
• Comprehensive collection of research, support documentation, and templates