STRATEGY CONSULTING FOR

ASSET MANAGERS

Chestnut Advisory Group is a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers.

Our Strategic Advisory and Implementation Services

Products & Solutions

  • Product capability reviews, market suitability assessments
  • Product development and positioning
  • Optimizing solutions & OCIO capabilities

Distribution Strategy

  • Team and organization structure
  • Resource optimization
  • Custom market research

M&A Strategy

  • Identify and evaluate best-fit acquisition targets
  • Analyze disposition candidates
  • Post-acquisition integration planning

Go-to-Market Strategy

  • Firm and capability positioning and messaging
  • Marketing collateral and thought leadership optimization
  • Marketplace visibility and brand building

Implementation and Coaching

  • Distribution leadership coaching
  • Sales training program design
  • Client engagement strategy and value maximization

Chestnut Solutions InstituteTM

  • Member forum for solutions providers and partners
  • Education and expansion of the solutions marketplace
  • Establish and promote strong operating standards

OUR FIRM

Chestnut Advisory Group is a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. We are an operator-led consultancy with a team of diverse and deeply experienced investment industry leaders.

Our singular focus on asset management allows us to understand the issues our clients face in this dynamic, competitive industry. Chestnut’s advice and solutions are made to meet each client’s unique needs. Our strategic roadmaps, bespoke research and insights from our senior advisors guide asset managers and OCIOs through the rapidly-changing investment industry landscape.

OUR latest INSIGHTS

Alternatives in Solutions

Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services. Listen as we and our panel of alternative investing experts at some of the largest and most sophisticated solutions firms in the world discuss their outlook for and allocation approach to various alternative asset classes and other key issues in this marketplace.

chestnut advisory group podcast

Mastering OCIO Solutions

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.

may 15th webinar

Non-Profit Investors and Investment Solutions

Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on Chestnut’s solutions market research, our panel of asset owners and asset managers discuss the outlook for this important marketplace.

The Shape of Solutions in 2024

Expectations for the capital markets in 2024 and beyond vary widely. The increasing market complexity and volatility are the primary reasons investors continue to seek investment solutions of all types, from multi-asset products to full portfolio management by OCIOs.

new DIS Report

Defining Investment Solutions Report

The Defining Investment Solutions report represents an important milestone in the Institute’s mission to help advance the investment solutions industry.

Webinar

Alternatives in Solutions

Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services. Listen as we and our panel of alternative investing experts at some of the largest and most sophisticated solutions firms in the world discuss their outlook for and allocation approach to various alternative asset classes and other key issues in this marketplace.

chestnut advisory group podcast

Podcast, Webinar

Mastering OCIO Solutions

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.

may 15th webinar

Webinar

Non-Profit Investors and Investment Solutions

Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on Chestnut’s solutions market research, our panel of asset owners and asset managers discuss the outlook for this important marketplace.

Webinar

The Shape of Solutions in 2024

Expectations for the capital markets in 2024 and beyond vary widely. The increasing market complexity and volatility are the primary reasons investors continue to seek investment solutions of all types, from multi-asset products to full portfolio management by OCIOs.