Insights

Our latest thinking on the critical issues facing asset managers and investment solutions businesses today.

Asset Manager Strategy Insights

Defining Investment Solutions

and Other Critical Challenges Facing the Industry

In our recent conversations with over 100 solutions industry business leaders – including OCIOs, multi-asset solutions providers, consultants, sub-advisory asset managers and search consultants – we confirmed the enormous growth opportunity facing the industry and uncovered several critical challenges we believe are hindering that growth.

Events

Recent Insights

The Shape of Solutions in 2024

The Shape of Solutions in 2024

Expectations for the capital markets in 2024 and beyond vary widely. The increasing market complexity and volatility are the primary reasons investors continue to seek investment solutions of all types, from multi-asset products to full portfolio management by OCIOs.

Defining Investment Solutions

Defining Investment Solutions

Chestnut’s Ravi Venkataraman discusses key issues facing the OCIO and Solutions Industry with several experts from Moran Stanley Wealth Management, State Street Global Investors, and Mercer.

Why Trust Matters

Why Trust Matters

To help investment managers navigate this difficult marketplace, Chestnut is going Back to
Basics, examining the research insights we’ve found are the key to successful growth.

Define Your Purpose

Define Your Purpose

Chestnut is going Back to Basics, examining the research insights we’ve found are key to successful business growth.

ESG Is Not GIPS

ESG Is Not GIPS

We use our recent market research as a basis to explore how asset managers can best navigate rapidly evolving investor demands to integrate ESG factors into their investment process.

One Year In, with Hancock and Breckinridge

One Year In, with Hancock and Breckinridge

Distribution leaders Sydney McConathy, Head of Business Development at Hancock Natural Resource Group and Dominica Ribeiro, Chief Marketing Officer at Breckinridge Capital discuss how they have successfully steered their relationships with investors and consultants through the pandemic and beyond.

The Institutionalization of Retail

The Institutionalization of Retail

Chestnut partnered with Kingsley Gate Partners to conduct extensive research and create the article bearing the term we use to describe these new developments, The Institutionalization of Retail.

Make Your Content King

Make Your Content King

We partnered with Pensions & Investments to determine what institutional investors want most from investment manager content today.

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