Callan.com

We partner with health care companies like you

WebCallan can help you every step of the way. As one of the largest, independent investment consulting firms, we’ve advised some of the most complex health care organizations for …

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URL: https://www.callan.com/healthcare/

Callan Institute

WebResearch, education, and dialogue. Established in 1980, the Callan Institute is widely recognized as one of the leading research and education forums for the investment …

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We partner with insurance companies like you

WebCallan can help you every step of the way. As one of the largest, independent investment consulting firms, we’ve advised some of the most sophisticated financial institutions on …

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Our Founder: Ed Callan

WebEdwin C. Callan founded Callan in 1973. Originally named Callan Associates, the firm has become one of the largest independently owned consulting firms in the U.S. “I’m very …

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Strategic Planning

WebWe've been partnering institutional investors to develop asset allocation plans and set goals for more than 50 years. We work with you to create the portfolio that is appropriate to …

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Elizabeth Hood – Callan

WebElizabeth B. Hood, CFA, is a senior vice president and manager of Callan's Atlanta consulting office. She works with a variety of clients, including endowments and …

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Janet Becker-Wold – Callan

WebJanet Becker-Wold, CFA, is a senior vice president and manager of Callan’s Denver consulting office. Her experience at Callan includes all facets of investment consulting …

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Callan Connects for Diverse and Emerging Managers

WebIn 2010, Callan Connects is the first-of-its-kind program developed by an investment consultant to engage emerging managers and diverse-, women-, and disabled-owned …

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Jennifer Gallo – Callan

WebPrior to joining Callan in 2019, Jennifer was a partner in the Palo Alto offices of DLA Piper LLP, an international law firm, where she specialized in corporate and securities law. …

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Callan 2021 DC Survey Focuses on Pandemic's Impact on Plans

WebFebruary 16, 2021. View Survey. Because our world has changed so dramatically, Callan’s annual Defined Contribution Survey has evolved to fit the rapidly shifting landscape …

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Private Equity Performance Measurement Requires Unique

WebTo help institutional investors better understand whether their private equity portfolios are performing well, Callan recently published “The Keys to Unlocking Private Equity …

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DC Trends Survey Highlights Plans’ Focus for 2020

WebDefined contribution (DC) plan sponsors continue to make fees a main priority, according to Callan’s 2020 Defined Contribution Trends Survey, but they are also …

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What Investors Need to Know About the Risk to Achieve Returns

WebUsing our proprietary Capital Markets Assumptions, we found that investors in 2021 needed to take on almost 16 times as much risk as they did 30 years ago. Return-seeking …

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Yosangel Haddad – Callan

WebAngel G. Haddad is a senior vice president and investment consultant in Callan’s New Jersey consulting office. Angel works with a variety of clients, including corporate and …

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How to Distinguish Between Growth Equity and Late-Stage

WebArmed with the ability to distinguish between late-stage venture capital and growth equity, investors become more informed limited partners. Knowing the differences …

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What New DOL Updates to the Fiduciary Rule Mean

Web3 min 26 sec. The U.S. Department of Labor (DOL) issued updated guidance on the so-called “Fiduciary Rule,” which will be enforceable beginning Dec. 20, 2021. …

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How ESG-Focused Institutional Investors Can Support Affordable …

WebInstitutional investors with a focus on environmental, social, and governance (ESG) investing can help address the housing crisis through investment opportunities in …

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