by Jeff Kiker | Jul 28, 2023 | Research
The Chestnut Solutions Institute hosted a public webinar with three leading OCIO search consultant as part of the Institute’s mission to help educate and inform investors and other solutions industry professionals. It is a lively, informative discussion of key...
by Jeff Kiker | Jul 19, 2023 | Research
As the OCIO market continues to expand with an ever-wider range of providers and capabilities to choose from, investors are increasingly retaining third-party evaluators, also known as OCIO search consultants, to help them evaluate and select OCIO providers. Please...
by Jeff Kiker | Jun 21, 2023 | Research
Chestnut’s Ravi Venkataraman discusses key issues facing the OCIO and Solutions Industry with Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, Dan Farley, Chief Investment Officer – Investment Solutions at State Street Global...
by Jeff Kiker | Oct 15, 2022 | Research
Trust for the Win Back 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...
by Jeff Kiker | Sep 18, 2019 | Research
Make Your Content King How to Impress Institutional Investors with Manager Thought Leadership We partnered with Pensions & Investments to determine what institutional investors want most from investment manager content today. Our research reveals steps managers...
