Our approach to working with you is collaborative. Since every large investor like you has a distinct set of circumstances, we approach your needs with an open mind. We strive to build off the strengths already embedded in your program without taking a one-size-fits-all position.
Strategic planning serves as the foundation for our work with you and sets the stage for successful implementation. It begins with an assessment of your investment objectives and goals. We take a disciplined approach to help you stay focused on the long term.
Manager Evaluation & Selection
During the plan implementation process, we conduct in-depth manager due diligence and searches as necessary, leveraging our proprietary manager database. We also carefully analyze fees and costs, review custody services, transition management options, and monitor performance.
Performance & Risk Reporting
We invest where others outsource. Callan has a robust, detailed institutional investor database with a long history of tracking return, risk, and asset allocation data on a vast array of fund types and sizes. You can use Callan data with confidence—we own it, analyze it, and control it.
Alternative investment consulting like private equity, private credit, hedge funds, real estate, and other real assets can play a key role in any portfolio and is integral, not additive, to our strategic consulting practice. We have one of the largest, most experienced alternatives consulting teams in the industry.
Trust & Custody ADMINISTRATION
We were the first in the investment consulting industry to dedicate resources in the area of trust, custody, securities lending, and transition management consulting. This specialized group has been tracking and monitoring trust/custody service providers since 1991. Our approach is customized to meet your goals, requirements, and time frame.
Environmental, Social & Governance
Environmental, social, and governance (ESG) criteria may have a material impact on your investments. We have been providing investment consulting within the context of ESG and socially responsible investing programs for over two decades.
NUCLEAR DECOMISSIONING TRUSTS
We have extensive experience providing services to nuclear decommissioning trust (NDT) sponsors, dating back to building the original Monte Carlo Simulation model for taxable trusts in 1991, and have completed dozens of NDT projects since then.
Our discretionary services are an extension of our traditional consulting services. We work with you to tailor a program to meet your needs, saving you time and resources.