Callan provides consulting and FOF solutions to institutional investors. Callan run DXM, Studio, Data, and Communities to power their public site and portal. Julie Watts is the internal expert on their solution if you need to understand more.

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Sales Training

ESG: Latest McKinsey Report

Herewith another great piece of market content from Mckinsey on ESG. https://www.mckinsey.com/business-functions/sustainability/our-insights/the-esg-premium-new-perspectives-on-value-and-performance The focus on ESG – In a new McKinsey & Company survey, executives

Sales Training

Pre-Sales Process

The process for requesting work by the Pre-Sales team is below: Once you’ve identified what needs to be done, please email Julie and Kevin and