Current Member Content and Events
Institute Content Library
OCIO is Bigger Than You Think
An important element of the Chestnut Solutions Institute’s mandate is to help establish industry standards. As a first step toward creating an industry standard for OCIO AUM we have created a Chestnut OCIO provider list, current market estimate, and market forecast. We estimate global OCIO AUM at $4.79 T today – almost 25% higher than the current average estimate – consisting of services provided by the 134 firms on our provider list.
Shape of Solutions 2025: Strategist Roundtable
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.
Fall 2024 Member Forum
The Chestnut Solutions Institute is an independent forum for the globally expanding investment solutions industry.
The Growth of OCIO: Meeting a Market or a Wolf in Sheep’s Clothing?
As the OCIO industry experiences rapid growth and attracts both proponents and critics, this article explores the factors driving its expansion and addresses concerns about the model, offering a balanced perspective for asset owners considering OCIO solutions.
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
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.
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