The Chestnut Solutions Institute tm
Institute Mission
An independent forum for firms across the solutions industry – OCIOs, solutions providers, asset managers – dedicated to advancing the future of the investment solutions industry. The Institute’s mission is to:
01
Educate the marketplace
Educate the marketplace and investors about the investment solutions/OCIO industry.
02
Promote Ethical Standards
Help establish and promote the best and most consistent operating standards and business practices.
03
Promote A Level Playing Field
Promote a fair and level playing field by enhancing transparency & advancing holistic measurement of client outcomes, performance and value.
The Institute’s independent market research, thought leadership, and engagement with investment solutions industry participants aims to provide greater clarity to this valuable industry segment, benefitting investors, providers, and the solutions ecosystem at large.
Solutions providers and investors are limited by the industry’s current lack of standards, norms, and transparency. This inhibits investors from understanding the wide range of valuable capabilities available to them and easily selecting the solutions provider who is best aligned with their needs and objectives.
The Institute is dedicated to helping the investment solutions industry create the same strong clarity and investor trust enjoyed by other, more mature investment industry segments.
events
- Events, Forums
Senior investment solutions business leaders and investors attend our bi-annual Member Forums to discuss the latest developments and innovation in the solutions industry
- Events, Webinar
Institutional and retail investors alike are increasingly seeking custom investment solutions – from mullti-asset products to full OCIO engagements – to help them achieve their unique investment goals for 2025 and beyond. In this roundtable we will speak with three senior investors who each manage a range of solutions portfolios for their clients about how they are thinking about and positioning their clients’ portfolios to succeed in 2025.
- Events, Institute Members Only
Senior investment solutions business leaders and investors attend our bi-annual Member Forums to discuss the latest developments and innovation in the solutions industry.
- Events, Webinar
With asset owners rapidly adopting Investment solutions and OCIO products and services, the Chestnut Solutions Institute is introducing transparent frameworks to help all investment solutions stakeholders present, evaluate and monitor investment providers and capabilities.
Asset owner webinar attendees will be given complimentary access to CSI’s Asset Owner Solutions Toolkit, including a new online resource center with Institute research.
- Events, Webinar
Chestnut Solutions Institute co-founders Amanda Tepper and Ravi Venkataraman share their OCIO and solutions industry insights and research with esteemed host Robert Morris on his Dakota Live! Podcast. Their deep and engaging discussion covers a wide range of extremely relevant topics for investment industry participants today, including key factors driving the growth and consolidation within the OCIO/investment solutions industry.
our Membership
The Institute offers Full Membership & Core Membership to firms across the investment solutions industry: OCIOs, asset managers, investors and evaluators.
Access for an unlimited number of designated people from the Member firm to Institute Members-only research, thought leadership, and all materials and replays from Member Forums, Public Webinars and the Solutions Scoop podast
Attend two annual in-person Member forums
1 senior delegate
Two senior delegates
Ability to cite firm’s Chestnut Solutions Institute Membership status and use Member-only CSI research content, with proper attribution, in client materials and RFPs
Invitations to all virtual forums, member briefings and public webinars
Custom presentation by Senior Institute leaders to Member firm, either internal (Board, leadership, salesforce) or external (prospects, clients, etc.).
1 per year (any travel costs additional)
1 per year (any travel costs additional)
Provide input on Institute priorities and forum discussion topics
Public recognition of Firm’s Institute membership on website, in social media, etc.
Speaking opportunities in public Institute-hosted webinars and forums
At least 1 webinar speaking slot per Membership year
Institute Podcast solo ‘Executive Conversation’ speaking opportunity
1 podcast slot gratis in first Membership year
Participation in Institute Working Group, to contribute to and review original Institute research into pressing investment solutions industry business issues, with public attribution in related Institute reports
1 working group participant per year
reports
Evaluating OCIOs & Solutions Providers
The massive growth in OCIO and investment solutions is being driven by investors seeking holistic solutions addressing complex needs that fall well beyond the traditional risk/return goals. The Chestnut Solutions Institute has created a new Holistic Value Measurement (“HVM”) framework that enables investors to move beyond traditional two-dimensional performance and fee assessments toward a holistic view of the provider’s ability to ensure the investor achieves their desired outcome.
The Institute’s Defining Investment Solutions Report
- The Defining Investment Solutions report represents an important milestone in the Institute’s mission. Key report elements include:
- The Institute’s proposed answer to the foundational question: What, exactly, is an ‘investment solution’?
- A thorough examination of the current solutions marketplace, informed by Chestnut’s recent proprietary research with approximately 100 senior professionals across the solutions ecosystem
- Introducing a new framework designed to help all investment solutions stakeholders achieve optimal investor outcomes more easily
Critical Challenges
Although investor demand for holistic solutions has never been higher (Chestnut forecasts Global OCIO AUA at $4.8 T in 2024, and expects it to grow to $7.3T by 2029), 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
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.
Marketplace Engagement
The Institute will achieve its goals by providing:
01
Thought leadership & research
We conduct and publish for our members timely market research into issues affecting solutions businesses and investors.
02
Peer-to-peer forums
We host in person and virtual member forums promoting dialog, understanding and transparency amongst our members.
03
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.
GET IN TOUCH
Contact us to learn about our Advisory services, the Chestnut Solutions Institute and to gain access to our Insights.
