Grow Your Edge With Investors

Chestnut provides business development consulting to asset managers. We help our clients achieve their growth goals and maximize the return on their sales and marketing efforts.

What We Do

Strategy

Asset management is the only industry we know of that regularly launches multi-billion dollar global products without conducting any market research whatsoever. Our custom research and analysis help our clients create successful go-to-market strategies.

Content

Our experienced team helps our clients create unique value propositions and thought leadership that actually resonates with their target investors and sets our clients apart from the competition.

Implementation

All of Chestnut’s Advisors have held senior investment and marketing roles at asset managers, so we are experienced at creating and executing custom go-to-market strategies that align our clients with best practices and make them more effective in the marketplace.

Why We Do What We Do

Strong performance and relationships are not enough to build an asset management business anymore. In fact, our research has found that Your Performance Doesn’t Really Matter.

Investors must understand why that strategy run by that manager will solve specific issues the investor is facing in their portfolio. Articulating your “why” is so important that investors allocate four times more capital to highly trusted asset managers than to top performers.

What We’re up to

Webinar

Webinar

Stephen Beinhacker, SEI's Global Head of Manager Research, discusses many aspects of SEI's manager research and the firm's unique business model with Amanda Tepper and Natalie Marvi-Romeo of Chestnut. Please fill out the form below to view our research. Shortly after...

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Article

Article

Although retail is the fastest-growing segment of the investment marketplace, massive recent changes have asset managers scrambling to adjust to the new paradigm.  In our quest to identify best practices asset managers can use to grow their retail business...

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Webinar

Webinar

Andy Kitchen and John Forrest of Russell Investments join Chestnut's Simon Segall and Elyse Goodman to discuss their approach to client service and manager due diligence during a pandemic.  They also share their recommendations on asset mix, active vs passive, and...

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