Callan LLC

Callan LLC

Callan LLC

Overview
Date Founded

1973

Headquarters

600 MONTGOMERY STREET SUITE 800, SAN FRANCISCO, CA, 94111, USA

Type of Company

Private

Employees (Worldwide)

191

Industries

Investment Services & Portfolio Management

Company Description

Callan Associates applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process.

Contact Data
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Executives & Employees

Chief Executive Officer & Chief Research Officer

Executive Chairman

President

Benefit Plan Administrator

Executive Vice President & Chief Operating Officer

Executive Vice President & Chief Technology Officer

Executive Vice President & Chief Compliance Officer

Executive Vice President & the Head of Alternatives Consulting

Executive Vice President & Director-Research

Business Owner

Board of Directors

Chief Executive Officer & Chief Research Officer at Callan LLC

Executive Vice President at Callan LLC

Executive Vice President, Independent Adviser Group at Callan LLC

Senior Vice President at Callan LLC

Senior Vice President & ESG Practice Leader at Callan LLC

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Recent Transactions
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Callan LLC purchases Evaluation Associates /Public Investment Consulting Busine from Milliman, Inc.

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The Bank of New York Company, Inc. purchases Tower Management, Inc. from Callan LLC

Clients

CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm’s investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

ASRS aims to generate optimal returns from their investments while minimizing risk. The firm manages a well-diversified portfolio that is designed to produce returns over a long period of time. They invest in domestic and international equities, domestic fixed income, real estate, private and opportunistic equity, multi-asset, and cash equivalent instruments.

CalPERS’ assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including global equity, private equity, fixed-income, real estate, infrastructure, forest land, inflation-linked bonds, liquidity and trust level. Strategies are managed both internally and through external managers. CalPERS' Global Equity Strategy is responsible for CalPERS investments in securities traded in global public equity markets, including in-house management of index-oriented and active strategies, externally managed active strategies, the Multi-Asset Class Partners Program, and active strategies run by emerging managers (Global Equity Emerging Manager Program). Global Equity is the principal asset class providing growth exposure in the strategic asset allocation. CalPERS Income Strategy primarily consists of US and international fixed income strategies. CalPERS' inflation-linked asset class is made up of two main asset types: commodities (including commodity futures, forwards, swaps, structured notes, and options) and inflation-linked bonds. Forestland investments are long-term investments. The return drivers include biological growth, timber prices, and land values. Forestland targets investments within the timber and agriculture sectors. CalPERS' Liquidity Strategy consists of highly liquid short-term securities with maturities of less than 10 years. Real Estate strategy focuses on US core assets with moderate leverage. CalPERS' Trust Level Portfolio Management Program (TLPM) is responsible for delivering targeted, risk-adjusted, total fund level investment returns over the long-term, anchored by the belief that strategic asset allocation is the dominant determinant of portfolio risk and return.

Non-Profit Donations & Grants
$1 - $199
2019
$25K - $50K
2015
Investors
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Senior Vice President & Consultant at Callan LLC

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Executive Vice President & Chief Compliance Officer at Callan LLC

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Former Senior Managing Director & Head of Investments at Victory Capital Management, Inc. (Investment Management)

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