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 quantitative and 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, according to Callan.
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.