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
Retail assets are expected to grow at nearly twice the rate of institutional assets over the next 5 years. The globally-recognized investment consultant Mercer has been at the forefront of the segment's rapid growth. David Hyman, who leads Mercer's Financial...
Webinar
Matthew Wright of Disciplina and Joe Halwax of Wespath share timely insights into how their firms select asset managers for their clients' portfolios and how their unique business models differ from those of the largest OCIOs. Please fill out the form below to view...
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...