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 will provide greater clarity to this valuable industry segment, benefiting investors, providers and the solutions ecosystem at large.
News
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.
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.
Events
For information on the Solutions Institute, contact our Executive Director Michele Browne at mbrowne@chestnutadvisory.com