Displaying 10 of 21 results for 'RFP'

Callan Joins Intentional Endowments Network to Accelerate ESG Research and Education

SAN FRANCISCO – May 8, 2018 – Callan, a leading institutional investment consulting firm, announced today it has joined the Intentional Endowments Network (IEN), a nonprofit, peer-learning network advancing intentionally designed endowments that seek to enhance financial performance by aligning with...

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“Callan College” – Manager, September

This session, which lasts two-and-a-half days, is designed to help investment managers communicate more effectively with clients and consultants. It provides insight into industry best practices, while also addressing pitfalls that should be avoided.The course is beneficial to anyone...

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Vice President, Senior Portfolio Analyst – San Francisco

About the PositionCallan is seeking a professional with a minimum of 10 years institutional consulting or portfolio management experience to fill the position of Senior Portfolio Analyst in the Trust Advisory Group (TAG). The analyst will collaborate with the Discretionary...

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Homepage

We create customized strategies for institutional investors that are built on proprietary research and data as well as ongoing fiduciary education.

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Customized Sessions

A unique feature of the \" Callan College \" is its ability to educate on a specialized level through its customized sessions. These sessions are tailored to meet the training and educational needs of the participants, whether they be plan...

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Managing DC Plan Vendors

Posted by Lori Lucas, 06/19/17

For defined contribution (DC) plans, managing recordkeepers can be daunting. In the latest edition of the DC Observer,  Callan's Jamie McAllister and Jana Steele outline ways to make this vital oversight process easier.(Estimated reading time: 3 min 0 sec)One...

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Session for Investment Managers

This session, which lasts two-and-a-half days, is designed to help investment managers communicate more effectively with clients and consultants. It provides insight into industry best practices, while also addressing pitfalls that should be avoided.The course is beneficial to...

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Search Tips

Like many websites, our site features a search bar in the upper right corner of each page. We hope that it helps you quickly and easily find the information you need.Effective search can mean finding the right balance between too...

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Nona Phillips

Assistant Vice President

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Selvi Cobanoglu

Assistant Vice President

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