ICG Resource Center

The Institutional Consulting Group (ICG) provides quarterly research for Callan's investment manager clients.

To learn more about the ICG services, visit the Our Clients section of the website.

  • Resources

    Mutual Fund Flash Report - a quarterly view of Mutual Fund performance. Performance is shown net-of-fees for the cheapest institutional share classes and is organized by asset class as follows: Domestic Equity, International/Global Equity, and Fixed Income.

    Search Statistics - quarterly updates on Callan's search activity.

    Industry Trends - various presentations and research documents covering topics such as Plan Sponsor Asset Allocations, Callan's Capital Market Projections, and Tax Exempt Asset Flows.

We must inform all new and remind existing clients that clients of the Institutional Consulting Group are not entitled to any preferential treatment in the services conducted by Callan Associates; such manager relationships do not affect the outcome or process by which any of Callan's services are conducted.

Contact Us

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

View ICG Consultant Biographies