The Chestnut Solutions InstituteTM

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

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 Research Membership options to firms across the investment solutions industry.


Dakota podcast with Amanda and Ravi

Alternatives in Investments Webinar

Wednesday, July 24, 11AM ET

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. Join us and our panel of alternative investing experts at some of the largest and most sophisticated solutions firms in the world as we discuss their outlook for and allocation approach to various alternative asset classes and other key issues in this marketplace.

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.
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.
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.

Non-Profit Investors and Investment Solutions


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.