Implementation Solutions

Fine-tuning investment operations and governance ecosystems

Callan was the first investment consultant to build expertise in custody, securities lending, and transition management consulting services, now collectively called  implementation solutions, for institutional investor plans. Due to overwhelming demand, we created a focused practice team for these services in 1991. 

As our client, you benefit from our decades-long experience with all major custodian banks and knowledge about the provider community.  We can assess your internal investment operations, and offer guidelines around operational risk and performance. Services include:

  • Due diligence and custody reviews
  • Operations assessments
  • Performance measurement risk analytics
  • Benefit payment services and securities lending
  • Stand-alone securities lending reviews
  • Transition management support
  • Service and fee benchmarking analysis

Governance structure

Defining the governance structure for your fund

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Operational optimization

Reviewing all aspects of your operational platform

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Examining all aspects of investment operations

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Trust and custody projects completed for institutional investors in the past five years 

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Years offering dedicated trust and custody services to institutional investors

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Assets advised by the implementation solutions team in 2019 alone

Learn more about Callan's implementation solutions.