STAR Report
Callan's Style, Trend, Analysis, and Research - "STAR" - Report provides insight into investor trends with a comprehensive view of asset flows across investment products. It provides a rich context for defining a firm’s investment product positioning and marketing strategy.
- Depictions of largest organizational asset gainers by investment product
- Asset flows on more than 2,000 tax-exempt separate account and commingled fund products and nearly 2,300 mutual funds
- Data source for performance statistics dates back to 1973 and covers more than 4,300 separate account, commingled fund, and mutual fund offerings (mutual fund data is provided by Lipper™)
- Detailed market performance charts and tables
* No mutual fund group is currently available for this product type
**Lipper™ does not maintain separate core and core plus groups. Lipper
Bond Fixed Income group includes funds that are part of Lipper's General
Bond or Intermediate Investment Grade objective groups.
Contact Us
For more information about Callan's ICG Services, contact Judith McKinney at mckinney@callan.com.
Manager Questionnaire
Investment managers are invited to complete our Manager Questionnaire to be included in Callan's manager database.