Manager Questionnaire




Over the past five years, Callan has helped place over $130 billion across more than 500 different investment management organizations. Our investment management questionnaire is a primary source of information to support this process.


To request inclusion in Callan's Manager Database, please send the following information to database@callan.com.

  1. Full legal name of the firm
  2. Mailing address of main office
  3. Contact information for a business/marketing individual
  4. Contact information for a database/questionnaire individual
  5. Name of the strategy to be included in the Callan Global Manager Research database
  6. Gross quarterly returns of the strategy with vehicle type specified

Once this information has been submitted, access to the Manager Questionnaire will be sent to the database/questionnaire individual.