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

Article

Article

Trust for the WinBack to Basics: Trust for the Win Our research confirms trust is the single most important factor driving the decision to hire and retain asset managers and OCIOs.  We highlight concrete steps managers can take to actively cultivate trust with...

read more
Webinar

Webinar

OCIOs like Callan are on the 'front lines' today, helping investors determine how best to address DEI and ESG factors in their investment policies. Kevin A. Joy joins us to describe Callan's approach to advising their clients on these important issues. Please fill out...

read more
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

OUR INSIGHTS

Article

Article

Trust for the WinBack to Basics: Trust for the Win Our research confirms trust is the single most important factor driving the decision to hire and retain asset managers and OCIOs.  We highlight concrete steps managers can take to actively cultivate trust with...

read more
Webinar

Webinar

OCIOs like Callan are on the 'front lines' today, helping investors determine how best to address DEI and ESG factors in their investment policies. Kevin A. Joy joins us to describe Callan's approach to advising their clients on these important issues. Please fill out...

read more
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

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Back to Basics: A Guidepost for Asset Managers in Turbulent Times