The Chestnut Solutions InstituteTM

An independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry

Latest News

Mission & Mandate

Membership benefits

Solutions providers and investors are limited by the industry’s current lack of standards, norms, and transparency. This inhibits investors from understanding the wide range of valuable capabilities available to them and easily selecting the solutions provider who is best aligned with their needs and objectives.

The Chestnut Solutions InstituteTM’s independent market research and thought leadership provides greater clarity to this valuable industry segment, benefiting investors, providers and the solutions ecosystem at large.

The Institute offers Full Membership and Core Membership options to firms across the investment solutions industry.

Full membership
Core membership

Events

Fall 2024 Member Forum

Fall 2024 Member Forum

Member Forum

Fall 2024 Member Forum

October 23, 2024, 1PM – 7:30PM

New York City

Join us in New York City this October as we kick off our second membership year with a roundtable discussion among investment and business leaders from our Member firms. The holistic evaluation of investment solutions working group sharing their findings and recommendations will be a highlight. Save the date!

Asset Owners Guide to Investment Solutions and OCIO

Asset Owners’ Guide to Investment Solutions and OCIO

Public Webinar

Asset Owners’ Guide to Investment Solutions and OCIO

Sept 19, 11:00 am ET (Past Event)

With asset owners rapidly adopting Investment solutions and OCIO products and services, the Chestnut Solutions Institute is introducing transparent frameworks to help all investment solutions stakeholders present, evaluate and monitor investment providers and capabilities.

Asset owner webinar attendees will be given complimentary access to CSI’s Asset Owner Solutions Toolkit, including a new online resource center with Institute research.

Get The Replay

Alternatives in Investment Solutions

Asset Owners’ Guide to Investment Solutions and OCIO

Public Webinar

Alternatives in Investment Solutions

A Chestnut Solutions Institute Public Webinar
(Past Event)

Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services. Listen as we and our panel of alternative investing experts at some of the largest and most sophisticated solutions firms in the world discuss their outlook for and allocation approach to various alternative asset classes and other key issues in this marketplace.

Get The Replay

Spring 2024 Member Forum

Spring 2024 Member Forum

Member Forum

Spring 2024 Member Forum

April 17, 2024 (Past Event)

Senior delegates from Institute Member firms discussed the most pressing challenges and opportunities facing the solutions industry, and reviewed exclusive data and insights from Institute market research.

Request membership information

Mastering OCIO Solutions

Dakota live podcast with Amanda Tepper and Ravi Venkataraman

Public Podcast

Mastering OCIO Solutions

Chestnut Solutions Institute co-founders Amanda Tepper and Ravi Venkataraman shared their OCIO and solutions industry insights and research with esteemed host Robert Morris on his Dakota Live! Podcast. Their deep and engaging discussion covers a wide range of extremely relevant topics for investment industry participants today, including key factors driving the growth and consolidation within the OCIO/investment solutions industry, and best practices for successful OCIO partnership selection.

Get the Podcast

Non-Profit Investors and Investment Solutions

May Webinar

A Chestnut Solutions Institute Public Webinar

Non- Profit Investors and Investment Solutions

May 15, 2024 (Past Event)

Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on the exclusive market research findings in the Chestnut Solutions Institute’s new report, Defining Investment Solutions, our panel of asset owners and asset managers will discuss issues.

Get Webinar Replay

Defining Investment Solutions

Defining Investment Solutions

Report

Defining Investment Solutions

A Chestnut Solutions Institute Report

Defining Investment Solutions aims to help the solutions industry move toward the widely-accepted standards and norms enjoyed by other, more mature industry segments. The Report includes often fascinating findings and recommendations, reflecting the perspectives of approximately 100 senior professionals across the solutions ecosystem.

Request Report

News

Dakota podcast with Amanda and Ravi

Asset Owners Guide to Investment Solutions and OCIO

With asset owners rapidly adopting Investment solutions and OCIO products and services, the Chestnut Solutions Institute is introducing transparent frameworks to help all investment solutions stakeholders present, evaluate and monitor investment providers and capabilities.

Asset owner webinar attendees will be given complimentary access to CSI’s Asset Owner Solutions Toolkit, including a new online resource center with Institute research.

 

Get The Webinar Replay
Q
Close
Dakota podcast with Amanda and Ravi

Alternatives in Solutions Webinar

Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services. Listen as we and our panel of alternative investing experts at some of the largest and most sophisticated solutions firms in the world discuss their outlook for and allocation approach to various alternative asset classes and other key issues in this marketplace.

 

Get The Webinar Replay
Q
Close
Dakota podcast with Amanda and Ravi

Mastering OCIO Solutions Podcast

Chestnut Solutions Institute co-founders Amanda Tepper and Ravi Venkataraman share their OCIO and solutions industry insights and research with esteemed host Robert Morris on his Dakota Live! Podcast. Their deep and engaging discussion covers a wide range of extremely relevant topics for investment industry participants today, including key factors driving the growth and consolidation within the OCIO/investment solutions industry, and best practices for successful OCIO partnership selection.
Watch the Podcast
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Listen to the Podcast
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new DIS Report

The Defining Investment Solutions Report is Here!

The Defining Investment Solutions report represents an important milestone in the Institute’s mission to help advance the investment solutions industry. The new definitions and frameworks we propose in this report aim to help the solutions industry move toward the widely-accepted standards and norms enjoyed by other, more mature industry segments.
Request Report
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may 15th webinar

Non-Profit Investors and Investment Solutions

Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on Chestnut’s solutions market research, our panel of asset owners and asset managers discuss the outlook for this important marketplace.
Get the webinar replay
Q

Non-Profit Investors and Investment Solutions

 
 

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founding member logo, includes the names of all the founding member companies

CSI is Pleased to Recognize our Founding Members

As the Chestnut Solutions Institute begins our second year as an independent forum for participants in the globally expanding investment solutions industry, we would like to publicly thank our founding Advisory Council members for their leadership, engagement and support of the Institute. Our founding members’ dynamism and strong spirit of collaboration provide a strong bedrock for the investment solutions industry and the Institute’s growth in 2024 and beyond.

For information on becoming a Member of the Chestnut Solutions Institute, please contact us.