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.

STAR Report

The STAR report evaluates demand for investment products by analyzing asset flows across 23 product categories. The analysis of tax exempt strategies covers more than 2,100 products managed by more than 600 firms with assets in excess of $2.6 trillion. The analysis of mutual funds covers over 2,600 products with assets in excess of $3.7 trillion.

To assure that users of the STAR report are receiving the most meaningful information possible, Callan actively solicits missing information and verifies and often corrects data supplied by managers prior to publishing the report. In addition, Callan periodically adds and removes product categories to reflect evolving supply and demand among institutional investors.

 

Products by Style

Tax exempt assets are evaluated in all categories. Mutual fund assets are evaluated in all categories except Core Plus Bond, Long Duration Bond, and Index Funds..