Investment Managers
Creating a more informed, transparent, and integrated investment community
We share a common goal to offer institutional investors the best possible investment performance with as much consistency and predictability as markets allow. We must be transparent, keep integrity at our core, and make research and education a top priority.
To ensure our consultants and clients have access to the most current and comprehensive information, we invite your firm to join CallanDNA, our proprietary manager database. There is no cost to participate. Once granted login access, you’ll be able to submit detailed information about your firm and investment products and update it on an ongoing basis.
If you’re an emerging or diverse manager, learn more about our Callan Connects program. We also have a page dedicated to our active RFPs and searches.
Average number of manager research meetings per year
Dedicated research experts
Average amount we help clients allocate in a year
Total assets under advisement
Working with us
Learn more about how Callan monitors investment managers:
- Populate your firm and product information in our proprietary manager database, CallanDNA.
- Request a meeting with members of our Global Manager Research team:
- For emerging and diverse managers, learn about our Callan Connects program
Our people
Resources for investment managers
Callan Connects
Learn about our Callan Connects program for diverse and emerging managers.