Insights

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

Asset Manager Strategy Insights

Defining Investment Solutions

What Successful Managers Do Differently

We wanted to understand why so many outstanding asset managers are finding asset growth increasingly difficult. So we reviewed investment performance and asset flow data for 931 asset managers over a seven year period, and conducted a survey of institutional investors controlling $429 billion of capital. The surprising answers to our query explain exactly what successful asset managers do differently.

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Recent Insights

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.

Making the Most of the DEI Growth Opportunity

Making the Most of the DEI Growth Opportunity

P&I hosts DEI experts from Chestnut, The CFA Institute, and Verus to discuss how investor segments prioritize DEI, obstacles to improving diversity, and the current state of new investment industry DEI codes and standards.

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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