P and I logo in partnership with Chestnut Advisory Group

Future of Investments

As the investment industry faces unprecedented challenges, Chestnut Advisory Group and Pensions & Investments have partnered to conduct comprehensive research into the issues impacting the future of the investment industry, your organization, and your career. We are pleased to present our Future of Investments project, which has yielded a trove of surprising insights.  We are taking our classic Chestnut approach to create our Future of Investments content:  creating actionable insights that will help investment firms seeking profitable growth, grounded in real market data.  Our entire suite of research and analysis, with scheduled release dates throughout the Fall of 2021 and Winter of 2022, is outlined below.

Investment M&A – Bigger Isn’t Necessarily Better

In our strategic growth engagements with investment firms we often analyze acquisitions and divestitures. Our report examines the trends driving these transactions and the many hurdles to successful deal execution.

M&A Bar Graph

Source:  Chestnut Advisory Group

The Growth of OCIO

An overwhelming majority (70%) of OCIO research participants forecast higher growth over the next two years – a 40% increase over the last year.  Our report will analyze how industry participants can position themselves to benefit from this growth, as well as the surprising factors driving OCIO selection (hint: it isn’t performance!).

Source: Chestnut Advisory Group

ESG and DEI

Our 360-degree research approach yielded really interesting results on ESG. While asset managers rate themselves as farthest along integrating ESG into their investment process, there is a huge drop off among all other constituents in the investment industry value chain.  Our report will analyze the reasons behind this gap, the expected impact of these efforts on asset flows, and how to overcome the barriers to diversity in the investment industry. 

Source:  Chestnut Advisory Group

Research Methodology

 

Chestnut Advisory Group, in partnership with Pensions & Investments’ Content Solutions, has conducted an original survey of more than 450 asset managers, institutional investors, registered investment advisors, and consultants on key trends impacting the future of the asset management industry. Fielded in the summer of 2021, the initiative includes a series of webinars on major themes from the survey, including M&A trends, OCIO mandates, and the prevalence of ESG investing approaches.

 

Pie charts

Source: Chestnut Advisory Group