Engaging Diverse and Emerging Managers

It was our founder, Edwin Callan, who laid the groundwork for our diverse and emerging manager engagement in the early 1990s—and ultimately the launch of Callan Connects in 2010. He was an advocate for diversity across the financial industry and supported many initiatives throughout his lifetime. As an example, he and Marx Cazenave co-founded Progress Investment Management, which proved to be a game-changer for the industry’s move toward diverse and emerging managers.

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Small Firms with Big Ideas

The importance of diverse and emerging manager engagement has increased as institutional investors look to add new talent to their rosters and managers who reflect the diversity of fund beneficiaries. With Callan Connects, we expanded our universe of diverse-, women-, or disabled-owned firms (DWDO) and emerging managers—and 296 firms have participated in Callan Connects since inception.

Each quarter we meet with DWDO firms (less than $10 billion AUM) and emerging managers (less than $3 billion AUM) in various cities around the U.S. to make it more convenient for them to talk with our consultants. They may also request a meeting. Prior to meeting with us, we encourage firms to complete our investment manager questionnaire to ensure consideration in our searches. There is no fee to be included in our database.



Assets managed by MWDO firms for Callan clients



Classified as MWDO in Callan's database



Since Callan Connects began in 2010

View firms that have participated in Callan Connects.

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.