Callan Research Process
Research is a core competency of our firm and supports every step of the investment process for our clients. Our proprietary Global Manager Research Database is a vital source of data. We work together with investment managers to collect and analyze this information to best serve our fund sponsor clients.
Investment Manager Research
Callan conducts manager due diligence through electronic data collection, communication from investment managers on organizational and product updates, meetings with managers in our offices and on-site visits.
Callan's Global Manager Research Database - one of the largest and most comprehensive in the industry - covers more than 1,200 organizations, 6,000 distinct products. Database inclusion is open to all investment managers at no cost.
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The Callan Search Process
Callan's manager search process is disciplined and customized to meet the unique needs of each client. We do not maintain rankings or a buy list. Our process employs a formal peer review committee to ensure our work reflects the best thinking across the firm and leveraged the knowledge of both research specialists and fund sponsor consultants.