We have a common goal: offering institutional investors the best possible investment performance with as much consistency and predictability as markets allow. We must be transparent, keep integrity at our core, and make research and education a top priority.
Our mission is to share information that leads to better investment incomes for the beneficiaries we all serve. We want to learn about you through your complete answers in our Manager Questionnaire (database) and in-person meetings.
Average number of manager research meetings per year
Dedicated research experts
Average amount we help clients allocate in a year
Total assets under advisement
Working with us
Learn more about how Callan monitors investment managers:
Resources for investment managers
Learn about our Callan Connects program for diverse and emerging managers.