STAR Report

Callan's Style, Trend, Analysis, and Research - "STAR" - Report provides insight into investor trends with a comprehensive view of asset flows across investment products. It provides a rich context for defining a firm’s investment product positioning and marketing strategy.

  • Depictions of largest organizational asset gainers by investment product
  • Asset flows on more than 2,200 tax-exempt separate account and commingled fund products and nearly 2,200 mutual funds
  • Data source for performance statistics dates back to 1973 and covers more than 4,400 tax-exempt separate account and commingled fund accounts and mutual fund offerings. Mutual Fund data provided by Lipper™
  • Detailed market performance charts and tables

 

Total Assets and Products by Style

Contact Us

For more information about Callan's ICG Services, contact Judith McKinney at mckinney@callan.com.

View ICG Consultant Biographies

Manager Questionnaire

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