Chestnut Solutions Institute
Mission and Mandate
Institute Mission
As an independent forum for participants in the globally expanding investment solutions industry, the Institute’s mission is to:
01
Educate the marketplace
Educate the marketplace and investors about the investment solutions/OCIO industry.
02
Promote Ethical Standards
Help establish and promote high ethical operating standards and best business practices.Â
03
Promote Level Playing Field
Promote a fair and level playing field by enhancing transparency & advancing holistic measurement of client outcomes, performance and value.
Global OCIO Asset Growth Years Ended March 31 ($billions)
Tremendous Opportunity
Despite recent rapid growth of investment solutions markets, the tremendous growth in our forecast implies that we are only in the third inning of the industry’s evolution and value proposition.
The increasing complexity of the capital markets and investor objectives presents a tremendous opportunity for solutions providers to add value, but this requires a robust and sustainable ecosystem, which the Institute aims to help develop.
Critical Challenges
Although investor demand for holistic solutions has never been higher (Chestnut forecasts Global OCIO AUA will grow from $2.6 T in 2022 to over $4T in 2026), both solutions providers and investors are hampered by critical challenges and lack of understanding, hindering the industry’s further growth:
Low investor awareness of the full spectrum of solutions products and services that can effectively meet their diverse needs
A lack of standards, best practices and value measurement, all necessary precursors of the clarity and investor trust a sustainable investment industry marketplace requires
The lack of transparency and a forum for collaboration  for the investment solutions provider community
Research-Driven Thought Leadership
Chestnut’s strategy consulting and market research work with leading asset managers has driven the firm’s increasing focus on the investment solutions industry over the past decade.

As an independent firm with a long history of conducting insightful investment market research, Chestnut is well placed to facilitate collaboration among the solutions provider community and create research-driven thought leadership for the benefit of all stakeholders, including end investors.
Chestnut solutions Institute
The Institute will achieve its goals by providing:
01
Thought leadership & research
We conduct and publish for our members timely market research into issues affecting solutions businesses and investors.
02
Peer-to-peer forums
We host in person and virtual member forums promoting dialog, understanding and transparency amongst our members.
03
Public education
We aim to help grow the investment solutions market by publicizing our research and hosting exclusive public events directly engaging solutions buyers and intermediaries.
GET IN TOUCH
Contact us to learn about our Advisory services, the Chestnut Solutions Institute and to gain access to our Insights.
