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 only focused on business objectives that 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.
In this three-part video series, we highlight why we created the Callan DC Index™, what it measures, and how it’s useful for defined contribution plan sponsors. See it here.
What is arguably the single most important portfolio exposure metric for credit managers? According to Callan's Kevin Machiz, it's duration times spread (DTS). Learn more in his paper here.