Asset Managers

Institutional Consulting Group

Callan's Institutional Consulting Group (ICG) provides market intelligence, portfolio analytics, and ongoing investment industry education to investment manager clients. ICG accomplishes this via a suite of products and services designed specifically for the investment manager community.

  • Style, Trend, Analysis & Research (STAR) Report
  • Market Intelligence Report
  • Performance Measurement
  • Educational Services
  • Boutique Performance Services

Additional resources include presentations and research covering industry trends such as plan sponsor asset allocations, Callan's capital market projections, and tax exempt asset flows, as well as quarterly updates on Callan's search activity.

19 years: Average tenure for Callan's ICG consultants

Style, Trend, Analysis & Research (STAR) Report

The STAR Report offers a rich context for defining a firm’s investment product positioning and marketing strategy by analyzing asset flows on thousands of tax-exempt separate account and commingled fund products and institutional and retail mutual funds. The STAR Report provides detailed information on the most successful asset classes, organizations, and products within 27 broad asset class styles by calculating assets under management and net asset growth by asset type. Key findings from the report are presented to clients via webinar twice a year.

Market Intelligence Report

Each quarter, the Market Intelligence Report offers a forward-looking perspective on the institutional investment marketplace based on the experience of our consultants and supported by Callan’s proprietary data. Callan professionals present highlights from the report via webinar each quarter, with ample opportunity for questions from our clients.

Additional Events

ICG periodically hosts workshops specifically tailored to the interests of investment managers. To learn more, contact the ICG team at 312-346-3536.

ICG clients are not entitled to any preferential treatment in the services conducted by Callan. Such manager relationships do not influence the outcome or process by which any of Callan's services are conducted.

Would you like to talk to us? Call our ICG team in Chicago at 312-346-3536