Contact Us
For more information about Callan's ICG Services, contact Judith McKinney at mckinney@callan.com.
Manager Questionnaire
Investment managers are invited to complete our Manager Questionnaire to be included in Callan's manager database.
STAR Report
The STAR Report 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 2,000 tax-exempt separate account and commingled fund products and nearly 2,300 mutual funds
- Data source for performance statistics dates back to 1973 and covers more than 4,300 separate account, commingled fund, and mutual fund offerings (mutual fund data is provided by Lipper™)
- Detailed market performance charts and tables
* No mutual fund group is currently available for this product type
**Lipper™ does not maintain separate core and core plus groups. Lipper
Bond Fixed Income group includes funds that are part of Lipper's General
Bond or Intermediate Investment Grade objective groups.