asset allocation modeling

Callan is an independent, employee-owned institutional investment consulting firm that provides advice and support to more than 400 institutional plans, funds, and asset pools, including government and corporate pension plans, defined contribution plans, endowments, foundations, nonprofits, insurance assets, health care, and nuclear decommissioning trusts. The firm leverages proprietary research and rigorous, peer-reviewed processes to help clients simplify decision-making and create smarter investment plans.

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custody and transition management consultingdigital assets researchinvestment consultingmanager research and due diligenceOCIO/discretionary servicesperformance and risk reportingprivate markets consultingsustainable investing consulting

Gifford Fong Associates (GFA) is an investment technology and investment management firm that has been developing technology and investment practice since 1974. GFA provides contemporaneous and historical modeled pricing for fixed income securities and derivatives in compliance with FASB 157/ASC 820, and offers independent valuation, fixed income analysis, credit risk analysis, derivative analysis, asset allocation modeling, and litigation support to large financial institutional clients.

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audit supportcredit risk analysisderivative analysisdividend forecastingfairness opinionsfixed income analysisindependent valuationlitigation supportmodel effectiveness verification