by Jeff Kiker | Sep 17, 2019 | Research
A Discussion on the Institutionalization of Retail Chestnut recently held a discussion with Blackstone’s Head of Private Wealth Solutions Joan Solotar to understand how the firm is navigating the rapidly changing retail distribution landscape. We believe Blackstone’s...
by Jeff Kiker | May 8, 2019 | Research
Institutional Marketing Moves into the Spotlight Efective Distribution Is Increasingly Marketing-Led Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. Our research indicates that the most successful asset...
by Jeff Kiker | Sep 26, 2018 | Research
Using Databases for Strategic Advantage 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...
by Jeff Kiker | Apr 3, 2018 | Research
Getting Heard How to Ensure Investors Actually Hear Your Message 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...
by Jeff Kiker | Jan 29, 2018 | Research
Maximizing the OCIO Growth Opportunity 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. Please...
by Jeff Kiker | Sep 14, 2017 | Research
What Consultants Really Want Understanding and Trust Our latest research reveals that trust and understanding drive consultant recommendations. Asset managers must create a world class investor communications effort to gain that trust. We’ve outlined just what types...