SAN FRANCISCO – February 4, 2019 – Callan, a leading institutional investment consulting firm, announced today that it has promoted Anna West to the role of senior vice president, ESG practice leader, effective February 1, 2019. Ms. West will leverage her years of experience as the chair of the firm’s ESG Committee and a leader of its published research efforts to conduct ESG research and advise clients on ESG considerations. She will report to the firm’s head of Fund Sponsor Consulting Millie Viqueira and continue to be based in the firm’s Denver office. Her previous title was senior vice president, co-manager of the Published Research Group.
“Anna has been instrumental in leading Callan’s efforts in the area of ESG investing for some time now,” said Callan President James Callahan, CFA. “We are looking forward to having Anna expand on these efforts to help us proactively address the emerging educational needs and interests of our clients and prospective clients.”
In her new role, Ms. West will collaborate with Callan’s fund sponsor consultants to provide education and perspective on current ESG trends, issues, and considerations to clients as well as to the broader investment community.
“Some of our clients and their beneficiaries are interested in ESG investing and want to understand their options as they consider applying an ESG framework to their investment portfolios,” said Ms. Viqueira. “We are creating this role to support our clients and provide them with guidance, thought leadership, and thoughtful, applicable research. Given her depth of knowledge and experience in this area, Anna is the perfect person to lead these efforts.”
Ms. West joined Callan in 2006 and has been dedicated to research and education in roles with the Callan Institute and Published Research Group. As co-manager of the firm’s Published Research Group, she led efforts to create the firm’s ESG survey and author white papers on responsible investing, climate change, and other ESG-related topics, as well as participating in client work, education, and industry events. She is also a member of Callan’s Diverse and Emerging Manager Committee and is a shareholder of the firm. Her background includes an M.B.A. from the University of San Francisco and a B.A. in International Business and French from Washington University.
“I am looking forward to furthering our ESG research efforts, helping clients consider their approach to ESG investing, and establishing Callan as a trusted voice and thought leader in this space,” said Ms. West.
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has six offices throughout the U.S. Learn more at callan.com.
About Callan Institute
The Callan Institute aims to improve the best practices of the institutional investment community through research, education, and dialogue. To support this mission, the Callan Institute publishes practical research, hosts industry events, and sponsors a robust educational curriculum. Learn more at callan.com/callaninstitute.