Fund Sponsors

Fund Sponsor Consulting

Callan brings expertise in traditional and alternative investments to a range of clients, including defined benefit and defined contribution plans, endowments, foundations, insurance, hospitals, health-care systems, and nuclear decommissioning trusts. We have additional expertise in the areas of trust, custody, securities lending, and transition management.

We use a four-step implementation process to arrive at custom solutions:

  • Strategic Planning
  • Plan Implementation
  • Performance Evaluation
  • Education

Defined Benefit Plans

We have been a market leader in providing comprehensive investment consulting solutions for defined benefit plans since our firm’s inception in 1973. Our hallmark is the ability to fuse historical context, market intelligence, and innovation to customize successful investment strategies for our clients.

40+: Chartered Financial Analyst designations across Callan

Defined Contribution Plans

Callan acquired its first defined contribution client in 1977—and that client remains with us today. We currently advise more than $200 billion in defined contribution assets, with participant populations ranging from less than 1,000 to over 100,000.

Our philosophy is to partner with plan sponsors in developing DC programs that offer the best possibility for participants to reach their savings goals. We also help plan sponsors fulfill their fiduciary responsibilities.

Services

We can guide clients through all phases of the DC plan management process. Our services include plan review and fee analysis, recordkeeper searches, investment structure evaluation, manager/fund evaluation and monitoring, advice/managed account provider searches, self-directed brokerage account reviews, participant communication assessments, and more.

DC Data

The Callan DC Index tracks the cash flows and performance of numerous plans. The purpose of the Callan DC Index is to understand the asset allocation and measure the performance of DC plans, as well as track DC fund flows. The DC Index is updated quarterly and reflects 401(k) plans as well as other types of DC plans. The Callan Target Date Index allows plan sponsors, managers, and plan participants to quickly and easily evaluate target date fund performance.

We consult to:

401(k), 401(a), 403(b), and 457 plans
Profit sharing plans
Money purchase pension plans
Thrift and savings plans
Non-qualified plans

Endowments & Foundations

Our client roster includes endowments and public/private foundations that support a variety of charitable pursuits, as well as universities, family foundations, religious organizations, health care groups, corporate foundations, settlement trusts, arts organizations, and others. We strive to help all of these clients find the right balance between the need for cash flow to support missions and the need for growth to support long-term goals.

In an effort to customize solutions tailored to their specific programs, we review each client’s spending policies, institutional goals, risk tolerance, liquidity needs, operational dependence on the endowment, and ongoing grant commitments.

1,200: Manager meetings we conduct each year, on average

Trust & Custody

Callan has dedicated resources to the areas of trust, custody, securities lending, and transition management consulting services since 1991. Clients utilize this dedicated expertise within Callan to achieve cost and operational efficiencies.

 

Alternative Investment Consulting

Alternative strategies such as private equity, real estate, real assets, and hedge funds are increasingly used by investors to help achieve both return and diversification goals.

We have been researching this space since the 1970s. Our industry-leading alternatives experts borrow from decades of experience when they consult with our clients on these strategies.

OCIO

Callan offers discretionary consulting services or “outsourced chief investment officer (OCIO).” In this model, an institution shifts discretionary authority to an advisory firm to manage some or all of the investment functions typically performed by the investment committee. Callan's OCIO methodology is an extension of our existing practices, with the same emphasis on customized, long-term, strategic approaches that have simple structures, favor proven investments, and do not try to time the market or be overly tactical.

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Portfolio Monitoring & Analysis

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Policy Development

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Asset Allocation

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Implementation

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Strategic Planning

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Trust & Custody

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Risk Management

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Performance Evaluation

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Manager Research

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Education & Research

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Investment Structure Evaluation

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