Callan Signs UN-Supported Principles for Responsible Investment

SAN FRANCISCO–(BUSINESS WIRE)–Callan,
a leading institutional investment consulting firm, announced today it
has become a signatory of the United Nations-supported Principles for
Responsible Investment (PRI). The PRI is recognized as the leading
global network for investors committed to integrating environmental,
social and governance (ESG) considerations into their investment
decision-making.

“Becoming a signatory underscores our commitments to a long-term
investment perspective and investor education,” said ESG Practice Leader
Anna West. “ESG considerations complement Callan’s consulting
philosophy, which fuses historical and market context with innovation to
create custom strategies for our clients. We’re thrilled to join this
global network of industry leaders as many of our clients look to ESG
factors to help safeguard assets and align their portfolios with
long-term value creation.”

Callan joins a network of over 2,200 signatories who have agreed to put
into practice the six
principles
. The signatories collectively report over $80 trillion in
assets under management.

“The science of applying ESG factors to the institutional investment
process is still very much in its infancy,” said CEO and Chief Research
Officer Greg Allen. “We’re excited to work with other PRI signatories to
develop a better understanding of the relationship between
sustainability considerations and long-term risk-adjusted returns.”

Through research, education, and dialogue, Callan has been contributing
to the investment industry conversation around ESG issues for many
years. Its annual ESG
survey
gauges U.S. investor interest and implementation, while
additional surveys, white papers, and blog posts explore the nuances of
ESG considerations in defined contribution plans, defined benefit plans,
endowments, foundations, and other institutional asset pools.

According to its ESG survey, 43% of U.S. institutional investors
incorporated ESG factors into their investment decision-making process
in 2018. The percentage is the highest recorded in the survey’s
history—and nearly doubled since the survey’s launch in 2013 (22%).
Commissioned and conducted by Callan, the ESG Survey features the
responses of 89 unique U.S. institutional funds.

“We are very pleased to welcome Callan to the PRI,” said CEO Fiona
Reynolds. “We applaud their commitment to highlighting ESG metrics as
part of the investment decision-making process, and look forward to
working with them in the coming months.”

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 on more
than $2 trillion in total fund sponsor 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 www.callan.com.

About the Principles for Responsible Investment (PRI)

The United Nations-supported Principles for Responsible Investment (PRI)
initiative is an international network of investors working together to
put the six principles for responsible investment into practice. Its
goal is to understand the implications of environmental, social and
governance (ESG) issues for investors and support signatories to
incorporate these issues into their investment decision making and
ownership practices. In implementing the principles, signatories
contribute to the development of a more sustainable global financial
system. Visit www.unpri.org.

Contacts

Elizabeth Anathan
mediarelations@callan.com
415-274-3020

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