Strategy Consulting for Asset Managers
We’re a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers.
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Advisory Services
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Chestnut Solutions Institute
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Advisory Services
Our singular focus on asset management allows us to understand the issues our clients face in this dynamic, competitive industry.
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Chestnut Solutions Institute
An independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry
- Events, Forums
The Chestnut Solutions Institute Fall Member Forum brings together leading OCIO and investment solutions providers for strategic, exclusive members-only dialogue on the most pressing opportunities and challenges facing the industry. This intimate event will feature a half day of exclusive marketplace intelligence, peer-to-peer dialogue and insights, and practical strategies to help members navigate the rapidly-evolving solutions industry marketplace.
- Events, Forums, Report
Non-profit investors are increasingly adopting custom investment solutions to successfully navigate the rapidly changing regulatory and investment landscapes. Are your current investment and governance approaches keeping pace with all the new options available to non-profit investors today?Â
Join fellow non-profit investment professionals on October 15 in New York City for an exclusive roundtable hosted by the Chestnut Solutions Institute and Pensions & Investments.Â
Seats are limited — reserve yours today!
- Events, Report
Chestnut, with input from key industry leaders, has developed the first comprehensive, uniform definition of OCIO AUM. Using this standard, we are conducting a global OCIO provider survey, inviting providers to share their capabilities. The resulting database will help investors better navigate the currently-opaque OCIO marketplace, establishing a level of transparency and consistency befitting this $5 trillion global investment business.
We are accepting submissions from all OCIO providers. To request your firm’s inclusion in the Chestnut OCIO directory, contact us.
- Events, Presentation, 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, 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
latest INSIGHTS
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Contact us to learn about our Advisory services, the Chestnut Solutions Institute and to gain access to our Insights.