Callan Associates

Manager Search Services

Callan has been helping our clients select investment managers for more than three decades.  Our manager search process goes beyond the cursory look at past performance by incorporating both quantitative and qualitative evaluations of an investment management organization. 

Callan conducts approximately 150 to 200 searches per year across all asset classes.  Over the last five years, we have conducted over 900 searches, representing more than $160 billion in assets.  Each search is tailored to meet our client’s investment objectives and undergoes a disciplined process — a blend of quantitative and qualitative evaluation and quality peer oversight that is unique to Callan.

The Callan Advantage

The success of Callan’s comprehensive search process is due in large part to our professional depth.  We are a fully resourced firm with collective wisdom and objectivity gained from more than three decades of consulting experience.  Our manager search process leverages the following areas of strength:

Dedicated Manager Search Specialists

Our Global Manager Research Group (GMR) specialty consultants boast in-depth knowledge of investment management firms’ characteristics. To stay current, our GMR consultants conduct more than 1,000 manager meetings each year.

Peer Review

Experienced senior consultants participate in each search we conduct.  Our Manager Search Committee is comprised of 16 senior consultants, averaging more than 20 years of industry experience. 

An Extensive, Carefully Maintained Manager Universe

Our proprietary manager research database is one of the largest and most comprehensive in the industry and is open to all investment managers at no cost.  Our database contains information on approximately 1,500 management firms responsible for the investment of nearly 100 percent of all U.S. tax-exempt assets. 

A Qualitative as well as Quantitative Evaluation Process

Callan’s process is more than an evaluation of performance returns and product characteristics; it also includes our qualitative manager assessments that are based on our extensive experience and collaborative consulting approach. 

A Well-Documented Process

As fiduciaries, Callan and its clients are held to the highest of standards. Our search process emphasizes thorough documentation to ensure that all decisions are made in the best interest of the beneficiary.