Manager Questionnaire

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

If you submit data directly to eVestment please provide the strategy name and vehicle names for eVestment

  1. Full legal name of the firm
  2. Mailing address of main office
  3. Contact information for a business/marketing individual
  4. Contact information for a database/questionnaire individual
  5. Name of the strategy to be included in the Callan Global Manager Research database
  6. Include if this product is active, passive or blended.
  7. 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.