Mandate

The Institute will achieve its goals by providing:

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Thought leadership and research

We conduct and publish for our members timely market research into issues affecting solutions businesses and investors.

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Peer-to-peer forums

We host in person and virtual member forums promoting dialog, understanding and transparency amongst our members.

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Public education

We aim to help grow the investment solutions market by publicizing our research and hosting exclusive public events directly engaging solutions buyers and intermediaries.

Both solutions providers and investors are limited by the industry’s current lack of standards, norms, and transparency.

While other more mature investment industry segments enjoy standards and norms that create clarity and investor trust, the investment solutions industry’s current range of models and capabilities are poorly defined and poorly understood today. To address these challenges we have established the Chestnut Solutions Institute^TM.

For information on the Solutions Institute, contact our Executive Director Michele Browne at mbrowne@chestnutadvisory.com