Over the past five years, Callan has helped place almost $99 billion across more than 400 different investment management organizations. Our investment management questionnaire is a primary source of information to support Callan’s search process and constant due diligence.
To request inclusion in Callan's Manager Database, please send the following information to firstname.lastname@example.org.
If you submit data directly to eVestment please provide the strategy name and vehicle names for eVestment
- Full legal name of the firm
- Mailing address of main office
- Contact information for a business/marketing individual
- Contact information for a database/questionnaire individual
- Name of the strategy to be included in the Callan Global Manager Research database
- Include if this product is active, passive or blended.
- Gross Monthly returns for the performance vehicle
Once this information has been submitted, access to the Manager Questionnaire will be sent to the database/questionnaire individual.