Proteus partners with Callan to provide expanded access to alternatives research


Proteus, an Indianapolis-based alternative investment technology firm, has partnered with institutional investment consulting firm Callan, add additional alternatives due diligence expertise to the Proteus platform and streamline the approval of funds available.

Eric Knauss, Proteus’ CEO, believes Callan’s research will strengthen the platform while providing a solid foundation for future innovations.
 
“We’re thrilled to partner with such a prestigious industry player as we embark on a new era for the alternatives investment space,” says Knauss. “It is exciting to have the industry leadership of the Callan team as we move forward.”
 
Proteus’ private investment platform offers a complete private investment solution, providing pre-approved investment opportunities with reduced minimums, negotiated fees and enhanced liquidity for both accredited and qualified investors. In addition to increased and advantaged access, platform users benefit from advanced capabilities, such as a one-time subscription document, world-class analytics, portfolio and liquidity management tools, and consolidated K-1 tax reporting.
 
Eric Davison, director of Callan’s Independent Adviser Group, expressed confidence that the addition of an enhanced due diligence process, combined with Proteus’ proprietary and highly differentiated access platform, will give investment advisers efficient access to alternative investments in ways that were previously not available.
 
“It’s a win-win for advisers and family offices,” said Davison. “Not only will they get access to a platform of well-vetted offerings at favourable account minimums and terms, but Proteus’ technology platform brings significant efficiencies in accessing, subscribing to and administering both individual and firm-wide private investment programs.”
 
“This relationship allows Callan to further leverage our alternatives research and positively differentiate our services,” adds Pete Keliuotis, head of alternatives consulting at Callan.
 
Proteus’ end-to-end enterprise solution supports all sourcing and manager due diligence, back-office and administration, as well as portfolio construction and modelling needs of the investor and their advisers. In addition, Proteus provides a convenient solution for investment managers looking to access the investment adviser and family office marketplaces.

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