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, 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
- 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.
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The Latest in Thought Leadership
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Contact us to learn about our Advisory services, the Chestnut Solutions Institute and to gain access to our Insights.