Employee-Owned. Client-Focused.

Collaborating with institutional investors to make the most informed investment decisions for the beneficiaries they serve.

Share your insights in our survey on defined contribution, financial wellness, and the impact of the coronavirus.

Meet our people

Our independence is your advantage.

Callan works with institutional investor clients to build custom, lasting investment solutions by using a client-focused consulting model. As one of the largest independently owned investment consulting firms in the U.S., Callan is focused on business objectives that solely benefit our clients. It also means our clients get access to a more stable consulting team supported by tools, data, and resources that could only be built by an organization with an exclusive focus on their needs.

Learn more about our people, business, and approach. See how we make an impact in the community.

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Coping with COVID-19 Survey, 2nd Edition

After our first Coping with COVID-19 Survey in June, Callan reached back out to investment managers to assess any changes firms are making to business protocol. In this edition, we surveyed 98 investment managers about how their firms are handling office closures and reopenings, work-from-home approaches, business travel, and meetings.

Featured Study

Private Equity Study

For the 2020 Private Equity Fees and Terms Study, Callan conducted an extensive analysis of private equity partnerships to help institutional investors better evaluate private equity funds. Read it here.

Featured Research

Real Estate Indicators

How do you know if the institutional real estate market is overheated or cool enough to handle? The Real Assets Consulting group has identified seven indicators—based on spreads in real estate and fixed income markets—that have helped signal when the market is hot or not. View it here.

Read our COVID-19 response and research, as well as our statement about improving diversity and inclusion.

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Callan @CallanLLC

7 hours ago

We’re proud to announce that Shalaka Kachare has been promoted to the role of Callan’s chief financial officer. Con… https://t.co/i09vLN1S78

Would you like to talk to us? Call our San Francisco headquarters, 415.974.5060