Callan Creates ESG Practice Leader Role

Callan,
a leading institutional investment consulting firm, announced today that
it has promoted Anna
West to the role of senior vice president, ESG practice leader,
effective February 1, 2019. Ms. West will leverage her years of
experience as the chair of the firm’s ESG Committee and a leader of its
published research efforts to conduct ESG research and advise clients on
ESG considerations. She will report to the firm’s head of Fund Sponsor
Consulting Millie
Viqueira and continue to be based in the firm’s Denver office. Her
previous title was senior vice president, co-manager of the Published
Research Group.

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Anna West, Callan's ESG Practice Leader (Photo: Business Wire)

“Anna has been instrumental in leading Callan’s efforts in the area of
ESG investing for some time now,” said Callan President James
Callahan, CFA. “We are looking forward to having Anna expand on
these efforts to help us proactively address the emerging educational
needs and interests of our clients and prospective clients.”

In her new role, Ms. West will collaborate with Callan’s fund sponsor
consultants to provide education and perspective on current ESG trends,
issues, and considerations to clients as well as to the broader
investment community.

“Some of our clients and their beneficiaries are interested in ESG
investing and want to understand their options as they consider applying
an ESG framework to their investment portfolios,” said Ms. Viqueira. “We
are creating this role to support our clients and provide them with
guidance, thought leadership, and thoughtful, applicable research. Given
her depth of knowledge and experience in this area, Anna is the perfect
person to lead these efforts.”

Ms. West joined Callan in 2006 and has been dedicated to research and
education in roles with the Callan Institute and Published Research
Group. As co-manager of the firm’s Published Research Group, she led
efforts to create the firm’s ESG survey and author white papers on
responsible investing, climate change, and other ESG-related topics, as
well as participating in client work, education, and industry events.
She is also a member of Callan’s Diverse and Emerging Manager Committee
and is a shareholder of the firm. Her background includes an M.B.A. from
the University of San Francisco and a B.A. in International Business and
French from Washington University.

“I am looking forward to furthering our ESG research efforts, helping
clients consider their approach to ESG investing, and establishing
Callan as a trusted voice and thought leader in this space,” said Ms.
West.

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 callan.com.

About Callan Institute

The Callan Institute aims to improve the best practices of the
institutional investment community through research, education, and
dialogue. To support this mission, the Callan Institute publishes
practical research, hosts industry events, and sponsors a robust
educational curriculum. Learn more at callan.com/callaninstitute.

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