You oversee multiple asset pools with differing goals and complexities. You need to scale good investment opportunities while navigating volatile markets and uncovering product innovation. You have a lot to consider and not enough time. Callan can help you every step of the way.
As one of the largest, independent investment consulting firms, we’ve advised some of the most complex health care organizations for decades.
We’ve listened and learned from clients like you, crafting a listen-first, peer-reviewed process to align our advice with your specific considerations. Because your unique goals and complexities require a unique but simple approach.
Whether you need seamless reporting across multiple portfolio types like defined contribution (government, corporate), nonprofits, operating pools or others, or are thinking about delegating decisions, our experienced consultants and research experts will work closely with you to monitor and execute in all market environments and across asset pools. All while balancing necessary risk with fund complexities.
It’s our goal to create a true investment partnership that keeps your needs and goals at the center of the conversation.
For institutional investors with health care plans, it’s a challenge to:
Take the long view
Carefully consider risk
Manage multiple asset pools
Seek to lower costs
Navigate regulatory changes
Institutional client assets under advisement across multiple plan and fund types
Years Callan has served multi-asset pool institutional investors
Dedicated research specialists covering all asset classes
Services for health care plans
- Strategic planning across multiple plans
- Manager evaluation and selection
- Performance and risk monitoring
- Cash flow analysis
- Alternatives investing
- Discretionary services
Our people are our biggest strength and differentiator. We pride ourselves on a collaborative culture that supports a team-based approach to investment consulting, resulting in strong retention rates among our professionals and our clients.