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
Chris Philips, Head of Institutional Advisory Services at Vanguard, shares with us key elements in the evolution of Vanguard's rapidly-growing OCIO business, including how Vanguard is now adding private assets to their OCIO platform, their post-pandemic growth outlook...
Webinar
Goldman's $143B Global Portfolio Solutions business has grown rapidly via a compelling mix of build and buy strategies. Greg Calnon, who has been leading this business since October 2019, discusses key issues he is facing today, including crisis communication with...
Webinar
Asset managers seeking to grow their business today are facing a brave new world. Due to the COVID pandemic, investors' needs and interests have changed. All investor meetings today are virtual and asset management salespeople are grounded, learning new tools and...