Investment Managers

Creating a more informed, transparent, and integrated investment community

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.

If you’re a new or diverse manager, learn more about our Callan Connects program. We also have a page dedicated to our active RFPs and searches.

Manager Questionnaire

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Investment strategies in Callan’s proprietary database

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Dedicated research experts

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Average amount we help clients allocate in a year

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Total assets under advisement

Working with Us

Learn more about how Callan monitors investment managers:

  • Populate your firm and product information in our manager database
  • Request a meeting with members of our Global Manager Research team
  • For diverse and new managers, learn about our Callan Connects program
Callan

Our People

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.

Resources for Investment Managers

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Research Library

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Active RFPs

Callan Connects

Learn about our Callan Connects program for diverse and emerging managers.

Questions about working with us?