Alternatives Consulting
Customized alternatives portfolios, guided by independent insight
Our alternatives and real assets consulting teams are integrated into our strategic consulting business. This ensures that each alternative asset class in your portfolio aligns with your key goals.
We adhere to a highly structured, rigorous program design and implementation process to make sure prospective investment merits meets your specific needs.
Our team of dedicated specialists will partner with you every step of the way, from strategic planning and implementation to performance monitoring, all while offering ongoing education.
Private equity
Buyouts, venture capital, growth equity, private energy, fund-of-funds, secondaries, and co-investments
Private credit
Direct lending, mezzanine, distressed, specialty finance, structured credit, secondaries, and co-investments
Real estate
Core real estate, value-add real estate, opportunistic real estate, and real estate debt
Real assets
Infrastructure, timber, natural resources, and agriculture
Hedge funds
Direct hedge funds and hedge fund-of-funds
Alternatives and real assets clients
Alternatives and real assets assets under advisement
Specialists providing alternatives consulting services
A full suite of consulting services tailored to your needs
Strategic Planning
- Investment policy statement
- Annual commitment pacing
- Cash flow forecasting
- Portfolio construction
- Benchmark selection
Investment Due Diligence
- Access to high-quality managers
- Customized pipelines
- Callan-sourced and client-sourced funds
- Market maps and peer groups
ODD & Back-Office Support
- Operational due diligence
- Legal terms/conditions review
- Cash flow administration
- Performance reconciliation
- Fee benchmarking
Monitoring & Reporting
- Quarterly performance reports
- Qualitative monitoring
- Stoplight reviews
- Annual portfolio reviews
Research & Education
- Membership to the Callan Institute
- Topical research and white papers
- Client conferences and workshops
- Callan On-Demand Education (CODE) and “Callan College”
Database & Client Portal
- CallanDNA proprietary database and client portal
- Interactive client reporting and analytics
- Public and private markets manager research
Click here to see our research.
Hear from group head Pete Keliuotis
- 1:09
Our longstanding alternatives platform continues to evolve to better serve our clients.
Our people
Our people are our biggest strength and differentiator. We pride ourselves on a collaborative culture that supports a team-based approach to investment consulting, resulting in strong retention rates among our professionals and our clients.
Jim Callahan
President
“Alternatives investments are a core component of portfolios across our client base. As a leader in the industry, Callan brings deep expertise, thoughtful insights, and independent advice to help our clients navigate the complexities of alternatives investing.”
Jim Callahan, CFA
President