OCIO/discretionary services

Callan is an independent, employee-owned institutional investment consulting firm that provides advice and support to more than 400 institutional plans, funds, and asset pools, including government and corporate pension plans, defined contribution plans, endowments, foundations, nonprofits, insurance assets, health care, and nuclear decommissioning trusts. The firm leverages proprietary research and rigorous, peer-reviewed processes to help clients simplify decision-making and create smarter investment plans.

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asset allocation modelingcustody and transition management consultingdigital assets researchinvestment consultingmanager research and due diligenceperformance and risk reportingprivate markets consultingsustainable investing consulting