I'm New to Callan|I'm a Client

What does Callan do?

How is Callan different from other investment consultants?

What are Callan’s investment and consulting philosophies?

Can you tell me more about Callan’s educational programs?

Who makes up the Callan team?

I’m a fund sponsor. Can you tell me more about your consulting services?

Does Callan have a dedicated practice for defined contribution?

Can you tell me more about your discretionary and asset management services?

Does Callan provide specialty consulting around real assets and alternatives?

I’m a middle market consulting firm. Can you tell me more about your Independent Adviser Group?

I’m an investment manager. Can you tell me more about your Institutional Consulting Group?

I’m an investment manager. Can you take me to your Manager Questionnaire?

I am an emerging manager. Can you tell me more about Callan Connects?

What career opportunities exist at Callan?

I need to access information on Callan’s consulting services.

I want to see Callan’s roster of consultants and specialists.

I’d like to fill out Callan’s Manager Questionnaire.

I want to download Callan’s latest research.

I’d like to register for an upcoming Callan conference.

I want to register for a Callan College event.

I’d like to view the latest performance of Callan’s Style Groups.

I need to reach the PEP Software Help Desk.

I want to view the latest Periodic Table of Investments.

I want to see the latest Callan DC Index™.

I want to view the latest Callan Target Date Index.

I need to access OpCenter.

I would like to know more about Callan’s discretionary consulting services.

Upcoming Events

2015 June Regional Workshops

June 17, 2015 - Chicago, IL
June 18, 2015 - San Francisco, CA

The next Callan Connects event will be held in Chicago, IL on Thursday, June 18, 2015.
Registration will open on June 4, 2015 at 10 AM PST.

"Callan College" Introduction to Investments

July 21-22, 2015 - San Francisco, CA

Callan's PEP team conducts training sessions every Tuesday, Wednesday, and Thursday.
Register for a session.

Callan In the News

Rollover Scrutiny Intensifies
Plan Sponsor, November 24, 2014

Risk Analytics Essential to Successful Flight Plan Navigation
Plan Adviser, November 21, 2014

Callan Adopts Pension Risk Analytics Solution
Plan Sponsor, November 21, 2014

Great Recession Shifted Retirement Expectations
Plan Sponsor, November 18, 2014

Twitter|LinkedIn

Please follow us on LinkedIn to get up-to-the-minute Callan news and views on the institutional investment landscape.

Request for Proposals

There are no RFPs at this time.

At Callan,
we collaborate with each client to build tailored and lasting investment solutions