GrowTH STRATEGY CONSULTING FOR ASSET MANAGERS

Chestnut guides asset managers through the rapidly-changing industry landscape. Our solutions help our clients get where they want to go.

OUR Services

Product Strategy

We provide thoughtful reviews of product lines, rationalization, development, and prioritization

Distribution Strategy

We recommend team and organization structure, market analysis, planning by region or segment,  and custom sales roadmaps

M&A Strategy

We help identify best-fit acquisition targets, analyze disposition candidates, and offer post-acquisition integration planning

Brand Strategy

We define your firm’s value proposition, identify target investors and their needs, and create valuable messaging and marketing plans

Implementation Support

We know a thoughtful strategic plan is only the first step.  We partner with you to ensure successful implementation of your new strategy.  Our ongoing strategic advisory includes sales coaching, firm and product messaging, thought leadership, and long-term marketing plans

OUR FIRM

Chestnut is a boutique growth strategy consultant dedicated to asset managers and OCIOs. We are a women-owned, practitioner-led firm and our advisors are a team of deeply experienced industry professionals.

OUR INSIGHTS

Webinar

Webinar

P&I hosts DEI experts from Chestnut, The CFA Institute, and Verus to discuss how investor segments prioritize DEI, obstacles to improving diversity, and the current state of new investment industry DEI codes and standards. Please fill out the form below to hear...

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Article

Article

In this report we explore how asset managers and OCIOs can use allocators' calls for better understanding of their DEI efforts as an enormous growth opportunity for managers' entire business. Please fill out the form below to hear our discussion. Shortly after...

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Article

Article

In this article we use our recent market research as a basis to explore how asset managers can best navigate rapidly-evolving investor demands to integrate ESG factors into their investment process. Please fill out the form below to hear our discussion. Shortly after...

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OUR INSIGHTS

Webinar

Webinar

P&I hosts DEI experts from Chestnut, The CFA Institute, and Verus to discuss how investor segments prioritize DEI, obstacles to improving diversity, and the current state of new investment industry DEI codes and standards. Please fill out the form below to hear...

read more
Article

Article

In this report we explore how asset managers and OCIOs can use allocators' calls for better understanding of their DEI efforts as an enormous growth opportunity for managers' entire business. Please fill out the form below to hear our discussion. Shortly after...

read more
Article

Article

In this article we use our recent market research as a basis to explore how asset managers can best navigate rapidly-evolving investor demands to integrate ESG factors into their investment process. Please fill out the form below to hear our discussion. Shortly after...

read more

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