Diversity, Equity & Belonging
Embracing a diverse workforce, pursuing equitable outcomes, and creating a sense of belonging
Callan’s goal is to engage, innovate, and grow with a culture focused on embracing a diverse workforce, pursuing equitable outcomes, and creating a sense of belonging for all employees. Our diversity, equity, and belonging (DEB) strategy builds on the firm’s values established by founder Ed Callan in 1973.
Contact us for our recent DEB Report
A culture grounded in respect
Over the years, Callan has steadily built a culture of mutual respect and collegiality by hiring people from all walks of life who bring a range of experiences and perspectives. We remain steadfast in our commitment to continuing this legacy, focusing on building a more resilient business—one that will make us better community members, coworkers, and partners to our clients.
Reach out if you’d like to view our Diversity, Equity & Belonging Policy
Defining what 'DEB' means to us
When we sat down to build a message that would resonate internally, the word “belonging” kept coming up. We want to make sure employees feel like they truly belong at Callan.
Diversity
Recognizing that all individuals and their experiences are unique will enhance creativity and innovation.
Equity
Acknowledging that advantages and barriers do exist, we will ensure resources are allocated fairly to promote access to opportunities and equitable outcomes.
Belonging
Fostering a sense of belonging by valuing inherent differences and empowering employees will encourage them to fully participate, be their authentic selves, and thrive.
An actionable roadmap
Recognizing that a focused effort would strengthen our organization, we engaged an outside consultant to conduct a comprehensive needs assessment and, after months of education and training, developed a long-term, actionable roadmap that celebrates our collective diversity and breaks down barriers that divide us. We are focused on five key areas:
- Education
- Mentoring and Training
- Retention
- Recruitment
- Community Engagement
EMPLOYEES SURVEYED
Support the DEB initiative at Callan
EMPLOYEES SURVEYED
Believe Callan values their differences
Employees surveyed
Agree that Callan provides opportunities to openly discuss DEB topics
Diversity, Equity & Belonging Council
Our Diversity, Equity, and Belonging (DEB) Council supports the DEB Champion (Lauren Mathias) in implementing Callan’s DEB strategy across the organization.
Diversity, equity, and belonging at work
Our commitment to diversity, equity, and belonging is at the foundation of our firm, and it shows in all we strive to do. Here are some examples:
Ensuring the senior team’s involvement in decisions, whether it touches on mentorships, promotions, or committee leadership, for example
Contributing to organizations, such as the United Way, that support at-risk youth, the disabled, the homeless, and more
Widening our hiring net to include those with non-traditional backgrounds (e.g., non-finance degrees for financial firms)
Recruiting through a variety of groups to promote opportunities at Callan
Offering family-friendly and flexible work programs
Partnering with organizations to find candidates for our thriving internship program
Engaging emerging and diverse managers
In 2010, Callan Connects became the first-of-its-kind program developed by an investment consulting firm to engage emerging managers and diverse-, women-, and disabled-owned (DWDO) firms. Each quarter, Callan specialists meet virtually with emerging and diverse managers one-on-one.
Callan becomes a signatory of CFA Institute’s DEI Code
Hear from the DEB team
- 3:12
In this video, our Diversity, Equity & Belonging (DEB) team members talk about Callan’s DEB initiative.
Organizations we support
Because we’re all in this together, Callan supports many organizations that advocate for diversity, equity, and belonging.
Greg Allen
CEO & Chief Research Officer
“Our DEB initiative is about fostering an environment where all employees feel valued, supported, and empowered to do their best work. This ultimately creates a more vibrant, engaged workplace—one that leads to higher employee satisfaction, lower turnover, and ultimately better outcomes for our team and our clients. As CEO, I see championing this initiative as a natural extension of our commitment to doing right by our people.”
Greg Allen
CEO & Chief Research Officer
DEB Executive Sponsor