A Callan news release said the new features give users the flexibility to perform rigorous competitive analyses, manager searches, and the ability to create individual client reports and fund fact sheets entirely within PEP. With PEP’s enhanced capabilities, users can build customized client reports and investment product profiles utilizing not only quantitative data but qualitative information from Callan’s proprietary Global Manager Research database.
Users can customize the reports using their company’s branding materials without exporting the content to PowerPoint, Brendan Egan, vice president and manager of Callan’s Analytical Solutions Group, noted in the announcement.
Callan’s PEP consulting unit, the Analytical Solutions Group (ASG), will continue to provide report page templates, technical support, and on-going onsite and Web-based training for the firm’s Independent Adviser Group, Institutional Consulting Group and Fund Sponsor Consulting clients. Additionally, ASG will assist PEP users directly in the design, setup and customization of their investment product profiles and client reports.For more information, contact Brendan Egan at (415) 974-5060 or firstname.lastname@example.org.