Communication Tips
Following are communication tips and preferences for working with Callan consultants and investment specialists
To organize meetings with consultants at each of our regional offices, please use the Contact Us information and ask to speak with the person who coordinates manager meetings.
On-site visits at Callan with portfolio managers, product specialists and others involved in the investment process are typically focused on a few relevant topics and last no more than one hour. Email meeting materials to consultants in advance and expect questions on recent performance, organizational updates or other changes.
Update and review your firm's
Investment Manager Questionnaire*
on a quarterly basis for returns, portfolio holdings and product assets. Update organizational and product level
information annually or more frequently if a specific request dictates.
*If your firm is new or has not completed a questionnaire in the past,
please contact gmrsearch@callan.com
Communicate organizational and/or product changes directly to the relevant asset class specialists and, in the case of common clients, any fund sponsor consultant(s). Email is generally the preferred method of communication. For more significant changes, please follow up with a phone call.
Provide product updates to research specialists. We generally like to meet with investment managers annually, preferably with professionals directly involved with the investment process. Effective meetings are focused to cover a reasonable amount of information in approximately one hour. Please be sure to include the following during the course of the meeting:
- Organizational highlights
- Product developments, including an update on the team, process and performance results and attribution
- Common clients
- New product development
Market commentary and written performance reviews are useful. Electronic communications can be sent to gmrsearch@callan.com and will be distributed to the relevant asset class specialists and consultants.
White papers and industry research can be forwarded to gmrsearch@callan.com for distribution to the appropriate individuals.
When using email, a descriptive subject line is preferred for easy archiving. If an attachment or link is included, please provide descriptive text within the body of the email.
Communicate the individual(s) responsible for Callan from your organization. If there are multiple points of contact for Callan, please indicate how we should best interact with your firm.