Eileen Kwei

Former Professional at Callan LLC

Eileen Kwei

Eileen Kwei

Former Professional at Callan LLC

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Eileen Kwei
Former Professional at Callan LLC
Career History
Professional
Prior

Callan Associates' Trust Advisory Group (TAG) specializes in the design, implementation, and ongoing management of multi-manager and discretionary portfolios for institutional investors. They firm 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. All sub-advisors for TAG undergo a rigorous qualitative and quantitative evaluation, both before being hired, and on an on-going basis. This process is designed to ensure that they are meeting their performance objectives as part of the overall portfolio design, and that they continue to represent the best candidate for the specific role that they fill. TAG serves as the sponsor and adviser to Callan's small-cap and micro-cap value funds, the Callan GlidePath target date funds, the KP Retirement Path target date funds, and a number of relationships where Callan serves as the outsourced CIO.

Other Affiliations

Eileen Kwei is affiliated with Callan LLC

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