Lauren Mathias

Lauren Mathias

San Francisco
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San Francisco

Committees & Areas of Interest

Management Committee

Diversity, Equity & Belonging Leadership

Emerging Managers & Diverse-, Women-, and Disabled-Owned (EM/DWDO)

Non-U.S. Equity

 

Lauren is a non-U.S. equity investment consultant and oversees our diversity, equity, and belonging program.

Lauren E. Mathias, CFA, senior vice president, is a non-U.S. equity investment consultant in Callan’s Global Manager Research group and the firm’s diversity, equity, and belonging (DEB) champion. She is a member of Callan’s Management Committee and is a shareholder of the firm.

In her consulting role, Lauren is responsible for research and analysis of non-U.S. equity investment managers, and assists plan sponsor clients with non-U.S. equity manager searches. She meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures.

As DEB champion, Lauren leads the implementation of Callan’s DEB strategy. She also oversees the Callan Connects program, which enhances Callan’s coverage of emerging managers and diverse-, women-, and disabled-owned firms. In 2021, Lauren was recognized as a “Leader” in the DCIIA Diversity, Equity, and Inclusion Awards.

Lauren joined Callan’s Client Report Services group as an analyst in 2004 and was a member of the U.S. equity research team from 2007 to 2017. Prior to Callan, she assisted an independent financial planner in preparing financial plans for individual investors.

Lauren graduated from California Polytechnic State University, San Luis Obispo, magna cum laude, with a BS in business administration, concentrating in financial management and enterprise accounting with a minor in statistics. She is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and the CFA Society San Francisco.

Most Recent Research

In the News

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