Webinars

The Chestnut Solutions Institute hosted a public webinar with three leading OCIO search consultant as part of the Institute’s mission to help…

Chestnut’s Ravi Venkataraman discusses key issues facing the OCIO and Solutions Industry with Lisa Shalett, Chief Investment Officer at Morgan…

Samantha Davidson of Mercer joins us to discuss the top factors creating world-class, client-centered solutions, and how Mercer has implemented…

Steve Charlton of NEPC joins us to discuss research and insights around how to cultivate trust with investors and consultants, an activity that…

OCIOs like Callan are on the ‘front lines’ today, helping investors determine how best to address DEI and ESG factors in their investment…

P&I hosts DEI experts from Chestnut, The CFA Institute, and Verus to discuss how investor segments prioritize DEI, obstacles to improving…

With Meredith Jones of Aon and Chris Waterhouse of T. Rowe Price, we discuss the new necessity of having an authentic, integrated ESG policy….

OCIO is the fastest-growing asset management segment today. We discuss our latest research findings with Ed Bardowski of Aon, one of the largest…

Global OCIO AUM topped $2.4 trillion this year. In this webinar, we reveal our forecast for 2026. Sharing insights from our research, our…

We discuss our Future of Investments research on investment firm M&A with leaders from Mercer (Keith Mote) and TIAA (Javier Enrile). Industry…

As the investment industry faces unprecedented challenges, Chestnut and P&I partnered to conduct comprehensive research into the issues…

As the investment industry faces unprecedented challenges, Chestnut and P&I partnered to conduct comprehensive research into the issues…

Chris Philips, Head of Vanguard’s OCIO business, discusses how he has navigated his team over the last year, through the transition to an…

CIBC Asset Management manages more than $100B in retail assets and is one of the largest subadvisory platforms in Canada, with more than $30B of…

Amanda and Simon talk with David Pappalardo of Segal Marco about best practices for managers who seek to gain the attention of retail…

Retail assets are expected to grow at nearly twice the rate of institutional assets over the next 5 years. The globally-recognized investment…

Matthew Wright of Disciplina and Joe Halwax of Wespath share timely insights into how their firms select asset managers for their clients’…

Stephen Beinhacker, SEI’s Global Head of Manager Research, discusses many aspects of SEI’s manager research and the firm’s unique business model…

Andy Kitchen and John Forrest of Russell Investments join Chestnut’s Simon Segall and Elyse Goodman to discuss their approach to client service…

When we saw the COVID-19 crisis beginning to upend the capital markets, we turned to consultants and OCIOs to gain a clearer understanding of the…

Chris Philips, Head of Institutional Advisory Services at Vanguard, shares with us key elements in the evolution of Vanguard’s rapidly-growing…

Goldman’s $143B Global Portfolio Solutions business has grown rapidly via a compelling mix of build and buy strategies. Greg Calnon, who has been…

Asset managers seeking to grow their business today are facing a brave new world. Due to the COVID pandemic, investors’ needs and interests have…

David Eisenberg rejoined Cambridge Associates in December 2019 as an OCIO in the firm’s pension practice. In this webinar, he discusses: Is the…

We share our insights from investors regarding best practices for asset managers today. Now is the time for managers to retain clients and build trust so that they can accelerate growth when crisis abates.

Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. Our research indicates that the most successful asset managers are taking an increasingly marketing-led approach to distribution.

Asset managers spend enormous resources regularly populating over 40 manager databases in hopes of screening well and gaining more AUM. Our research reveals how managers can improve their database efforts, better positioning them to win new business.

After spending enormous resources crafting a message designed to resonate with investors, managers face a second hurdle: getting their message heard. Although investors tell us they feel overwhelmed with information, our research shows that few manager messages reach their targets as intended. We’ve identified the best approach to ensure investors actually hear what you have to say.

The rapidly evolving OCIO market has created new opportunities and risks for asset managers. We spoke with leading industry experts to help identify the best way for managers to make the most of this growing opportunity.