Callan

Callan is an investment consulting firm that specializes in serving institutional investors, particularly those managing defined benefit plans. The company has a strong reputation for its expertise in custody, securities lending, and transition management consulting services. Callan offers a range of tailored services, including strategic planning to help clients set investment goals, performance and risk monitoring, manager evaluation and selection, alternatives consulting for investments like private equity and real estate, and implementation solutions to effectively execute investment strategies. Its comprehensive approach supports clients in navigating complex financial markets and making informed investment decisions.