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Callan Callan provides advice and support to more than 400 institutional plans, funds, and asset pools See how we serve some of the nation’s largest and most sophisticated institutional investors
Why Callan - Callan As one of the largest independently owned investment consulting firms in the U S , Callan is focused on business objectives that solely benefit our clients This means you get access to a more stable consulting team supported by tools, data, and resources that could only be built by an organization with an exclusive focus on your needs
People Teams - Callan Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange
Russell Index Capping: Key Facts and the 5 50 Rule Effect - callan. com Similarly, key index fund providers have told Callan that they will all continue to track against the capped versions of the benchmarks, though some are prepared to offer custom solutions to clients that desire to track the uncapped indices
Contact - Callan Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940
Callan Periodic Table of Investment Returns: Year-End 2024 The Callan Periodic Table of Investment Returns: Year-End 2024 The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year
Callans Live Events Educational Courses Callan offers live events and education that include workshops, college courses, and webinars for our clients and the broader investment community
Services - Callan We invest where others outsource Callan has a robust, detailed institutional investor database with a long history of tracking return, risk, and asset allocation data on a vast array of fund types and sizes You can use Callan data with confidence—we own it, analyze it, and control it