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Callan adds alternative investments coursework to its new portal

Saturday, August 24, 2024
Opalesque Industry Update - Callan, an institutional investment consulting firm, has added its latest course offering through Callan On-Demand Education (CODE). This new coursework, Framework of Alternative Investments, focuses on private equity, private credit, real assets, and hedge funds.

Unique to the institutional consulting industry, CODE offers Callan's decades-running coursework online, making it easier to teach fiduciaries and others interested in institutional investing how investment decisions are made at the largest, most sophisticated plans in the U.S.

In addition to courses on alternative investments, topics available on CODE include:

• Good plan governance
• Overview of the capital markets
• Asset allocation and the importance of diversification
• Investment manager search and evaluation considerations
• Public market asset classes

CODE coursework ranges from introductory courses for college students, interns, and industry newcomers to advanced modules for asset management professionals, consultants, trustees, and investment staff at large institutions.

"By making this education broadly available at a reasonable cost and in a flexible format, we are hoping we can improve decision-making across the industry and ultimately create better outcomes for all stakeholders and beneficiaries," said CEO and Chief Research Officer Greg Allen.

Each CODE course is developed by Callan's research specialists and is delivered in self-guided, digestible segments. Courses are designed for anyone wanting to learn more about institutional investing, including plan sponsors, asset allocators, retirement plan trustees, investment managers, investment consultants, retirement plan recordkeepers, industry interns, and students who are interested in pursuing a career in institutional investment management. Each "Learning Path" and select courses offer continuing education credits.

About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. 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.

Press release.

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