Strategy Consulting for Asset Managers
We’re a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers.
what we do
explore
Explore
Advisory Services
explore
Explore
Chestnut Solutions Institute
explore
Advisory Services
Our singular focus on asset management allows us to understand the issues our clients face in this dynamic, competitive industry.
explore
Chestnut Solutions Institute
An independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry
- Events, Forums
Senior investment solutions business leaders and investors attend our bi-annual Member Forums to discuss the latest developments and innovation in the solutions industry
- Events, Webinar
Institutional and retail investors alike are increasingly seeking custom investment solutions – from mullti-asset products to full OCIO engagements – to help them achieve their unique investment goals for 2025 and beyond. In this roundtable we will speak with three senior investors who each manage a range of solutions portfolios for their clients about how they are thinking about and positioning their clients’ portfolios to succeed in 2025.
- Events, Institute Members Only
Senior investment solutions business leaders and investors attend our bi-annual Member Forums to discuss the latest developments and innovation in the solutions industry.
- Events, Webinar
With asset owners rapidly adopting Investment solutions and OCIO products and services, the Chestnut Solutions Institute is introducing transparent frameworks to help all investment solutions stakeholders present, evaluate and monitor investment providers and capabilities.
Asset owner webinar attendees will be given complimentary access to CSI’s Asset Owner Solutions Toolkit, including a new online resource center with Institute research.
- Events, Webinar
Chestnut Solutions Institute co-founders Amanda Tepper and Ravi Venkataraman share their OCIO and solutions industry insights and research with esteemed host Robert Morris on his Dakota Live! Podcast. Their deep and engaging discussion covers a wide range of extremely relevant topics for investment industry participants today, including key factors driving the growth and consolidation within the OCIO/investment solutions industry.
latest INSIGHTS
The Latest in Thought Leadership
GET IN TOUCH
Contact us to learn about our Advisory services, the Chestnut Solutions Institute and to gain access to our Insights.
