Mission

As an independent forum for participants in the globally expanding investment solutions industry, the Institute’s mission is to:

Educate

Educate the marketplace and investors about the investment solutions/OCIO industry.

Promote Ethical Standards

Help establish and promote high ethical operating standards and best business practices.  

Promote Level Playing Field

Promote a fair and level playing field by enhancing transparency and advancing holistic measurement of client outcomes, performance and value.

Tremendous Opportunity

Despite recent rapid growth of investment solutions markets, the tremendous growth in our forecast implies that we are only in the third inning of the industry’s evolution and value proposition.
The increasing complexity of the capital markets and investor objectives presents a tremendous opportunity for solutions providers to add value, but this requires a robust and sustainable ecosystem, which the Institute aims to help develop.

OCIO growth

Source:  Chestnut Advisory Group and Pensions & Investments

OCIO growth

Source:  Chestnut Advisory Group and Pensions & Investments

Tremendous Opportunity

Despite recent rapid growth of investment solutions markets, the tremendous growth in our forecast implies that we are only in the third inning of the industry’s evolution and value proposition.

The increasing complexity of the capital markets and investor objectives presents a tremendous opportunity for solutions providers to add value, but this requires a robust and sustainable ecosystem, which the Institute aims to help develop.

Critical Challenges

Although investor demand for holistic solutions has never been higher (Chestnut forecasts Global OCIO AUA will grow from $2.6 T in 2022 to over $4T in 2026), both solutions providers and investors are hampered by critical challenges and lack of understanding, hindering the industry’s further growth:

  • Low investor awareness of the full spectrum of solutions products and services that can effectively meet their diverse needs
  • A lack of standards, best practices and value measurement, all necessary precursors of the clarity and investor trust a sustainable investment industry marketplace requires
  • The lack of transparency and a forum for collaboration for the investment solutions provider community

Chestnut Advisory Group, 2023 Solutions Market Research

Research-Driven Thought Leadership

Chestnut’s strategy consulting and market research work with leading asset managers has driven the firm’s increasing focus on the investment solutions industry over the past decade.
As an independent firm with a long history of conducting insightful investment market research, Chestnut is well placed to facilitate collaboration among the solutions provider community and create research-driven thought leadership for the benefit of all stakeholders, including end investors.

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