SAN
FRANCISCO, July 24, 2024 /PRNewswire/ -- Callan,
a leading institutional investment consulting firm, released today
its first Diversity, Equity & Belonging Advancement
Report, which highlights the firm's efforts to
improve diversity, equity, and belonging across Callan and the
investment industry.
"While we've achieved many milestones in this area since the
firm's founding over five decades ago, our recent work is a
testament to our steadfast dedication to promoting diversity,
equity, and belonging (DEB) at Callan and within the industry,"
says Lauren Mathias, CFA, senior
vice president in Callan's Global Manager Research group and
the firm's DEB champion. "Our ultimate goal is to build resiliency
in our business and shape a more inclusive future for generations
to come."
Achievement Highlights:
Callan's DEB strategy centers on five key areas to help the firm
engage, innovate, and grow by building a diverse workforce,
pursuing equitable outcomes, and creating a sense of belonging for
all employees.
- Education: Rolled out inclusive leadership training and
programs to improve DEB proficiency for all employees
- Recruitment: Implemented initiatives to continue
expanding recruitment opportunities and launched an improved,
equitable interview process
- Retention: Launched employee resource groups to
facilitate open dialogue, enhance employee engagement, and foster
learning opportunities
- Mentoring and training: Revamped Buddy Program and laid
the foundation for the launch of a formal mentoring program in
2025
- Community engagement: Supported many organizations that
advocate for DEB as volunteers, signatories, and board and
committee members
In 2020, Callan hired an outside consultant to conduct a
comprehensive needs assessment, and the firm's DEB strategy was
developed after many months of education, training, and
collaboration throughout the organization. The report summarizes
the firm's achievements since implementing the strategy.
"Not only is our DEB initiative critical to Callan's success,
but we hope it will ultimately influence our entire industry," said
Greg Allen, Callan CEO, chief
research officer, and DEB executive sponsor. "Supporting this
initiative from the position of CEO is the best way for me to
ensure its success. As the executive sponsor, I can make sure our
team has the support and resources to effect real change."
Visit our website to view an overview and
the full report.
About Callan
Callan was founded as an employee-owned
investment consulting firm in 1973. Ever since, we have empowered
institutional clients with creative, customized investment
solutions backed by proprietary research, exclusive data, and
ongoing education. Today, Callan advises clients with more than
$3 trillion in total assets, which
makes it among the largest independently owned investment
consulting firms in the U.S. Callan uses a client-focused
consulting model to serve pension and defined contribution plan
sponsors, endowments, foundations, independent investment advisers,
investment managers, and other asset owners. Callan has six offices
throughout the U.S. Learn more at callan.com.
Media Contact:
Elizabeth
Anathan
mediarelations@callan.com
415-274-3020
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SOURCE Callan LLC