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SAN FRANCISCO, Dec. 10, 2024 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced the release of its first 2024 Real Assets Open-End Funds Fees and Terms Study, analyzing 144 real assets partnerships that represent fund offerings across real estate, infrastructure, farmland, and timberland. "What stands out in the study is how many institutional open-end options exist today and how seemingly minor differences in fees and terms can impact investors," said author Aaron Quach, vice president in Callan's Real Assets Consulting group. "With each year, Callan's fee study datasets broaden, which will give us greater ability to see trends in fees over time.". The study is intended to help institutional investors better evaluate open-end real assets funds, serving as an industry benchmark when comparing a partnership's terms to its peers. The study can also be useful for real assets investment managers to determine how their fees and terms compare to other managers

Exclusive Callan Study Examines Fees For Real Assets Funds

Beard joins Constellation from Callan LLC, a San Francisco-based investment consultancy, where she spent about five years as an alternative investing consultant focused on sourcing and vetting credit managers.

Constellation hires alternative investing exec from Callan

SAN FRANCISCO, July 24, 2024 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, released today its first Diversity, Equity & Belonging Advancement Report, which highlights the firm's efforts to improve diversity, equity, and belonging across Callan and the investment industry."While we've achieved many milestones in this area since the firm's founding over five decades ago, our recent work is a testament to our steadfast dedication to promoting diversity, equity, and belonging (DEB) at Callan and within the industry," says Lauren Mathias, CFA, senior vice president in Callan's Global Manager Research group and the firm's DEB champion. "Our ultimate goal is to build resiliency in our business and shape a more inclusive future for generations to come."Achievement Highlights:Callan's DEB strategy centers on five key areas to help the firm engage, innovate, and grow by building a diverse workforce, pursuing equitable outcomes, and creating a sense of belonging for all employees.Education: Rolled out inclusive leadership training and programs to improve DEB proficiency for all employees Recruitment: Implemented initiatives to continue expanding recruitment opportunities and launched an improved, equitable interview process Retention: Launched employee resource groups to facilitate open dialogue, enhance employee engagement, and foster learning opportunities Mentoring and training: Revamped Buddy Program and laid the foundation for the launch of a formal mentoring program in 2025 Community engagement: Supported many organizations that advocate for DEB as volunteers, signatories, and board and committee membersIn 2020, Callan hired an outside consultant to conduct a comprehensive needs assessment, and the firm's DEB strategy was developed after many months of education, training, and collaboration throughout the organization. The report summarizes the firm's achievements since implementing the strategy."Not only is our DEB initiative critical to Callan's success, but we hope it will ultimately influence our entire industry," said Greg Allen, Callan CEO, chief research officer, and DEB executive sponsor. "Supporting this initiative from the position of CEO is the best way for me to ensure its success. As the executive sponsor, I can make sure our team has the support and resources to effect real change."Visit our website to view an overview and the full report.About CallanCallan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education

Callan'S 2024 Diversity, Equity  Belonging Advancement Report Captures Efforts To Bring Change To The Firm And Industry

SAN FRANCISCO, May 1, 2024 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced the results of its inaugural 2024 Asset Manager DEI Study, highlighting asset manager responses to diversity, equity, and inclusion (DEI) questions gathered in Callan's proprietary database. Reflecting input from over 1,200 unique organizations, the study offers a high-level assessment of the degree to which these organizations have established DEI policies and procedures."With this study, we're able to gauge how asset management firms are incorporating DEI practices into their core business, which we feel is important to the success and longevity of any firm," said Lauren Mathias, CFA, senior vice president in Callan's Global Manager Research group and the firm's diversity, equity, and belonging champion. "While we've been tracking this type of data in our proprietary database for decades, this study is the baseline in our benchmarking as we analyze trends over time."Key Findings:Of the 1,200 firms that responded to these questions:70% have adopted a formal DEI policy71% have diverse recruitment initiatives65% have a DEI training program50% have mentorship programs for underrepresented groups37% have a pay-parity policy, and 36% have conducted a studyTo delve into how firm size influences trends within the industry, Callan segmented the data based on assets under management and employee count thresholds. Callan found a higher percentage of larger organizations with policies and practices in place, given they tend to have more resources to dedicate to these initiatives.Diversity, Equity & Belonging at CallanCallan launched its diversity, equity, and belonging (DEB) strategy in 2021 to build on the firm's values established by founder Ed Callan in 1973. The DEB strategy ensures that Callan will continue to engage, innovate, and grow by building a diverse workforce, pursuing equitable outcomes, and creating a sense of belonging for all employees.Find the summary blog post and full study here .About CallanCallan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education

Callan'S Inaugural Asset Manager Dei Study Illustrates How Asset Management Firms Approach Dei

SAN FRANCISCO, April 25, 2024 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced today the results of its 2024 Defined Contribution (DC) Trends Survey. Now in its 17th year, the survey covers the key tenets of DC plan management, such as governance, investments, fees, and plan design. The survey paints a detailed picture of the challenges and opportunities that are important to DC plan sponsors."Our DC Trends Survey provides a benchmark for sponsors to evaluate their plans compared to peers, as well as actionable information to help them improve their plans and outcomes for participants," said Jamie McAllister, senior vice president and DC consultant. "This year's survey shows how certain trends that have only emerged within the last few years are persisting—trends such as retaining assets in the plan, increased valuations of indirect fees, collective trusts prevalence over mutual funds, and more."Key Takeaways:Top areas of focus for DC plan sponsors include plan governance and process, investment management fees, and administration fees.Fiduciary initiatives in 2023 center on reviewing plan fees, the investment policy statement, and the investment structure. These will also be top areas of focus in 2024, with reviewing plan fees as the priority (74%).Most plans offered some sort of retirement income solution to employees in 2023. Installment payments (78%) and partial distributions (76%) were the most common.There was a meaningful uptick in the prevalence of managed accounts from 2017: 58% offered managed account services, and 84% monitor or benchmark these services.Financial wellness tools (70%) saw a significant increase in utilization in 2023 compared to 2017.81% sought to retain assets of retirees, and 61% sought to retain assets of terminated participants.Conducted online in late 2023, the survey incorporates responses from 132 DC plan sponsors, including both Callan clients and other organizations

Callan'S 2024 Defined Contribution Trends Survey: Governance And Fees Top Of Mind For Dc Plan Sponsors

SAN FRANCISCO, Jan. 8, 2024 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced today that Sarie Diloné joined the firm's Alternatives Consulting group as a vice president, providing consulting and research across alternatives with a particular focus on private equity and private debt. Based in the Summit, NJ office, Ms. Diloné reports to Pete Keliuotis, executive vice president and head of alternatives consulting at Callan. "Sarie brings more than 20 years of experience in alternative investment research and has advised institutional clients in private equity, private credit, and diversifying strategies," said Mr. Keliuotis

Callan Adds Sarie Diloné To Alternatives Consulting Team

SAN FRANCISCO, Nov. 8, 2023 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced the results of its inaugural 2023 Asset Manager ESG Study, highlighting asset manager responses to ESG questions gathered in Callan's proprietary database. Reflecting input from over 1,200 unique organizations, the study reveals how asset managers integrate environmental, social, and governance (ESG) factors into their investment processes."After publishing an ESG survey of asset owners for a decade, we decided to take a different tack this year," said Tom Shingler, senior vice president and ESG practice leader at Callan. "This study, which leverages asset manager responses to Callan's ESG questions about how their firms integrate ESG factors into their investment process, is the baseline in our benchmarking as we analyze trends over time."Callan intends to produce this study every other year, with the asset owner ESG survey resuming in 2024.Key Findings:77% integrate ESG research across their investment platform74% have adopted a firmwide ESG policy69% purchase access to third-party ESG data59% of equity managers maintain proxy voting policies that specially address ESG issues50% identify equity as their primary asset class—the study includes public equity, fixed income, real estate, and private equity41% employ full-time, dedicated ESG professionals39% publish a quarterly or annual sustainability or ESG reportStudy Methodology:Callan's proprietary investment manager database includes information on over 2,600 organizations and more than 16,000 products. Over 1,200 of those organizations have included responses to various ESG-related questions about their firms. The study analyzes responses to questions by firm size, asset class, country of domicile, and ownership structure

Callan'S Inaugural 2023 Asset Manager Esg Study Leverages Proprietary Database To Analyze Esg Approaches

Harry and Annie Callan purchased a building at Rigby Park which had previously been operated as a restaurant, and moved it down the street to their new "Germania Park."

A Window on the Past - Harry and Annie Callan, and South Portland's Germania Park

Callan is a finalist for both searches, along with Aon Investments USA, Meketa Investment Group and Wilshire Advisors.

Ohio State Teachers now considering separate consultants for DB, DC plans

SAN FRANCISCO , Sept. 26, 2023 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced today that Constantine (Cos) Braswell joined the firm's Alternatives Consulting group as a vice president and private credit research consultant. Based in the Denver office, Mr. Braswell reports to Pete Keliuotis, executive vice president and head of alternatives consulting at Callan. "We're excited to have Cos join our private credit consulting team," said Mr. Keliuotis. "In recognition of the continued strong client interest in private credit strategies, we've been expanding our team, and Cos will be instrumental in growing our manager research and client service capabilities."

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