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


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 the industry’s rapid growth, we think it’s only in the third inning of its evolution and value proposition. The increasing complexity of the markets and investor objectives presents a tremendous opportunity for solutions providers to add value, but this requires a robust and sustainable ecosystem, which we think the Institute can help develop,” said Ravi Venkataraman, Managing Partner of Chestnut Advisory Group.

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

Increasing focus on investment

“Chestnut’s strategy consulting and market research work with leading asset managers has driven our increasing focus on the investment solutions industry over the last five years.  As an independent firm we think we are well placed to facilitate collaboration among the solutions provider community for the benefit of all stakeholders, including end investors,” said Amanda Tepper, Managing Partner of Chestnut Advisory Group.

For information on the Solutions Institute, contact our Executive Director Michele Browne at mbrown3@chestnutadvisory.com