The information contained in this questionnaire is the information that we have in our database regarding your firm and its products. Please take the time to carefully review the existing data and update the information for the current year and/or quarter. Complete and accurate data in this questionnaire will help to ensure that your firm and its products are properly considered and evaluated in our manager research process. Additionally, the data your firm provides will enhance our performance monitoring services for existing mutual clients.
Instructions for requesting inclusion in the Callan Database.