The massive growth in OCIO and investment solutions is being driven by investors seeking holistic solutions addressing complex needs that fall well beyond the traditional risk/return goals. The Chestnut Solutions Institute has created a new Holistic Value Measurement (“HVM”) framework that enables investors to move beyond traditional two-dimensional performance and fee assessments toward a holistic view of the provider’s ability to ensure the investor achieves their desired outcome. 

We believe that this governance framework has a broad range of applications for both investors and providers, from due diligence and provider selection to evaluation and monitoring of OCIO and solutions providers. The HVM framework is compatible with other, narrower performance monitoring tools such as the CFA’s performance disclosure guidelines for OCIO. 

In this public webinar Chestnut Managing Partners Ravi Venkataraman and Amanda Tepper explain the HVM framework and tool that allows all stakeholders to gain a multifaceted view of OCIO/solutions provider value and performance across three critical dimensions: 

– Investment management 

– Operations 

– Service