Callan

Callan is a signatory of the Principles for Responsible Investment, incorporating ESG issues into investment analysis, decision-making, and other business practices (1)(2). However, Callan has not canceled customers, suppliers, or vendors based on political views or religious beliefs (3)(4).

Callan does not appear to discriminate against charitable organizations based on views or beliefs. Callan’s charitable giving focus areas are United Way Bay Area, Feed my Starving Children, and California Fire Foundation (1)(2).

Callan appears to prioritize diversity over merit in its recruitment, promotions, and mentorship program. From its Diversity, Equity, and Belonging Policy: The company commits itself to “Continue expanding recruitment opportunities to make our pipeline of diverse candidates more robust” and “Carry on with our Buddy Program to provide new employees a more equitable onboarding program that aligns with ‘belonging’ best practices” and “Measure the effect of established equitable policies for promotion and partnership” (1). Callan offers Inclusion training to its employees (2). Callan does not publish a nondiscrimination policy (3).

Callan advocates for DEI initiatives and is a signatory to the CFA Institute’s Diversity, Equity, and Inclusion Code, indicating its support of DEI in its recruitment, hiring, onboarding, and promotions. Furthermore, the company pledges to integrate DEI into its policies, promote DEI in the investment industry, and provide regular reporting on its DEI metrics to the CFA Institute (1)(2)(3). Callan signed the CEO Action for Diversity & Inclusion pledge, which includes a commitment to promote DEI through bias education training in the workplace, strategize on DEI programs/initiatives with other signatories, and engage boards of directors when developing and evaluating DEI strategies (4)(5). Callan supports DEI within its business practices, hosting a DEI committee (6). Callan advocates for AAAIM, Institutional Investing Diversity Cooperative, IDAC, and Diverse Asset Manager Initiative (7). Callan supports ESG within its business practices. From its ESG page: “Callan has provided investment consulting for environmental, social, and governance (ESG) programs for over two decades and has a dedicated ESG team of professionals with complementary areas of expertise” (8).

Callan has not used corporate funds to advance ideological causes, organizations, or policies (1).

Callan does not operate a PAC or engage in lobbying at this time (1)(2)(3).