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Institute Content Library

Asset Owners Guide to Investment Solutions and OCIO

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.

Alternatives in Solutions

Alternatives in Solutions

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.

Mastering OCIO Solutions

Mastering OCIO Solutions

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.

Non-Profit Investors and Investment Solutions

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.

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Monthly Member Briefings Archive

December 2023

Replay and Slides from Virtual Member Briefing and Survey Results, Part 2 entitled “Solutions Get Ready for Prime Time”.

 

November 2023

Registration details for Virtual Member Briefing and Survey Results, Part 2 entitled “Solutions Get Ready for Prime Time”.

 

October 2023

Replay and Slides from Virtual Member Briefing and Survey Results, Part 1 entitled “Defining Solutions”. Replay, slides and report from CFA Institute Proposed Standards: GIPS for OCIOs

 

September 2023

Registration for Inaugural Virtual Member Briefing on Survey Results, Preview of Fall Forum, Registration link for CFA Instititute Event

 

August 2023

None

July 2023

Pubic Webinar entitled “Evaluating OCIOs: the Search Consultant Perspective” featuring leading OCIO search practitioners. Webinar replay, slides and audience demographics included.

 

January 2024

None