Performance Monitoring and Analysis

Delivered Via PEP, Our Proprietary Software

Performance Evaluation Program (PEP)

Callan’s Performance Evaluation Program (PEP) is our industry-leading performance, risk, and style analysis software application. Designed by Callan from the ground up, it is a highly flexible tool used for analyzing investment performance and producing analysis to meet the needs of today’s investment professionals.

PEP was built by investment consultants, for investment consultants. In fact, we were PEP’s first customer, as it has supported our consultation since 1990. We created PEP in-house to provide our team immediate access to our proprietary database, which has long been considered one of the investment industry’s most comprehensive archives.

PEP provides immediate access to valuable information from Callan’s separate account and mutual fund databases. With more than 37,000 funds across multiple vehicles, users can access information on virtually every available investment vehicle. PEP also furnishes an appropriate peer group for any investment approach, providing over 400 style and database groups from which to choose. PEP’s database architecture also allows users to customize performance groups, portfolios, benchmarks, and composites.

To learn more about PEP and to request a training or demo please visit our PEP Support Center.