The Chestnut Solutions InstituteTM

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

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 will provide greater clarity to this valuable industry segment, benefiting investors, providers and the solutions ecosystem at large.

News

First Survey Results are in!

Over 95 investment solutions professionals from across the solutions marketplace participated in our survey into how market participants currently think about investment solutions. We are in the process of sharing the findings with our Members and survey participants.

GIPS OCIO Performance Standards Proposed

The CFA Institute has released its Exposure Draft of the Guidance Statement for OCIO Strategies, detailing proposed rules for applying GIPS to OCIO investment performance reporting. 

Read the CFA's Guidance Statement

Events

For information on the Solutions Institute, contact our Executive Director Michele Browne at mbrowne@chestnutadvisory.com