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Evaluating OCIOs & Solutions Providers

The massive growth in OCIO and investment solutions is being driven by investors seeking solutions addressing complex needs that fall well beyond the traditional risk/return goals. The Chestnut Solutions Institute has created a new Holistic Value Measurement framework that enables investors to move beyond traditional two-dimensional performance and fee assessments toward a holistic view of the provider’s ability to ensure the investor achieves their desired outcome.

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Contact us to learn about our Advisory services, the Chestnut Solutions Institute and to gain access to our Insights.