Trust & Custody Administration

Fine-tuning investment operations and governance ecosystems

Callan was the first in the investment consulting industry to dedicate resources in the area of trust, custody, securities lending, and transition management consulting services. Due to overwhelming client requests, we developed a formal division for the services in 1991. 

As our client, you will benefit from our decades-long experience with all major custodian banks and knowledge about the provider community.  We can assess your internal investment operations, and offer guidelines around operational risk. Services include:

  • Due diligence and custody reviews
  • Operations assessments
  • Performance measurement risk analytics
  • Benefit payment services and securities lending
  • Stand-alone securities lending reviews
  • Transition management support
  • Service and fee benchmarking analysis

Governance structure

Defining the governance structure for your fund

Zasób 3

Operational optimization

Reviewing all aspects of your operational platform

Zasób 4


Examining all aspects of investment operations

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Trust and custody projects completed for institutional investors in the past five years 

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Years offering dedicated trust and custody services to institutional investors

$ 0 + trillion

Assets advised by the Trust & Custody team in 2019 alone

Learn more about Callan's trust and custody services.