Asset Managers

Institutional Consulting Group (ICG)

Callan’s Institutional Consulting Group (ICG) supports the success of the investment management community by providing 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. These include:

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

 

Clients of the Institutional Consulting Group 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.

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 AUM and net asset growth broken out by asset type. Key findings from the report are presented to clients via webinar twice a year.

19 years: Average Callan tenure for ICG consultants

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. Contact a member of the ICG team to learn more.

Additional Resources

Additional resources available to ICG clients include:

  • Industry Trends: Presentations and research covering topics such as plan sponsor asset allocations, Callan's capital market projections, and tax exempt asset flows
  • Search Statistics: Quarterly updates on Callan's search activity

Would you like to talk to us? Call our ICG team in Chicago: 312.346.3536