Lauren is the non-U.S. equity class lead in Callan's Global Manager Research group and oversees our diversity, equity, and belonging program.
Lauren E. Mathias, CFA, is a senior vice president and non-U.S. equity asset class lead in Callan’s Global Manager Research group. She is also Callan’s diversity, equity, and belonging (DEB) champion, a member of the Management Committee, and a shareholder of the firm.
In 2024, Lauren was named one of P&I’s “Influential Women in Institutional Investing” and was recognized in 2021 as a “Leader” in the DCIIA Diversity, Equity, and Inclusion Awards.
In her consulting role, Lauren is responsible for research and analysis of non-U.S. equity investment managers, and assists plan sponsor clients with non-U.S. equity manager searches. She meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures.
As DEB champion, Lauren leads the implementation of Callan’s DEB strategy. She also oversees the Callan Connects program, which enhances Callan’s coverage of emerging managers and diverse-, women-, and disabled-owned firms.
Lauren joined Callan’s Client Report Services group as an analyst in 2004 and was a member of the U.S. equity research team from 2007 to 2017. Prior to Callan, she assisted an independent financial planner in preparing financial plans for individual investors.
Outside of Callan, Lauren is a board member for the Investment Diversity Advisory Council (IDAC), a nonprofit organization that brings together professionals across the asset management industry to increase diversity in their organizations. She also serves as the endowment/investment chair for the Moraga Education Foundation.
Lauren graduated from California Polytechnic State University, San Luis Obispo, magna cum laude, with a BS in business administration, concentrating in financial management and enterprise accounting with a minor in statistics. She is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society San Francisco.