Strategy Consulting for Asset Managers
We’re a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers.
what we do
explore
Explore
Advisory Services
explore
Explore
Investment Solutions Institute
explore
Advisory Services
Our singular focus on asset management allows us to understand the issues our clients face in this dynamic, competitive industry.
explore
Investment Solutions Institute
An independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry
- Events, Featured, Forums
The Institute Fall Member Forum brings together leading OCIO and investment solutions providers, asset managers, investors, and evaluators for exclusive strategic dialogue. Hosted by Morgan Stanley at 1585 Broadway, with a public networking reception on October 7 and a members-only forum on October 8.
- Events, Forums
The Investment Solutions Institute Canada will officially launch with its inaugural Member Forum. This milestone event brings together leading providers, asset owners, asset managers, and evaluators for focused, senior-level dialogue on the key issues shaping the Canadian solutions marketplace.
- Events, Forums
The Investment Solutions Institute Spring 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, Webinar
OCIO and custom investment solutions are now the fastest-growing segment of the global asset management marketplace.
In this discussion of findings from Chestnut’s 2025 Global OCIO Study, we examine what is driving this growth and where the market is headed next.
Speakers
Â
- Featured
We have created a public OCIO Directory which enables investors to evaluate OCIO provider scale across firms on a truly consistent, comparable basis for the first time, in keeping with the Institute’s mission to promote transparency and best operating standards across the solutions industry.
All firms included in the Directory have reported their OCIO AUM in accordance with the Institute’s OCIO mandate definition, reflecting their commitment to transparency and alignment with the Institute’s standards.
- Events, Featured
The official launch of Institute Canada marks the expansion of the Investment Solutions Institute’s standards-driven approach into the critical and previously under-examined Canadian investment solutions market. Coinciding with this milestone is the release of Measuring the Canadian Solutions Marketplace—the first ever comprehensive study of Canada’s OCIO and investment solutions market, and a landmark publication for the Institute.Â
- Events, Featured, Report
The Investment Solutions Institute has published the first comprehensive study of Canada’s OCIO and investment solutions market. The Measuring the Canadian Solutions Marketplace report marks a meaningful milestone for the Canadian investment solutions industry and reflects the Institute’s commitment to promoting clarity, establishing uniform standards, and enhancing transparency across both the Canadian and global solutions marketplace.
The study is freely available to all Institute Member firms, and is also available for purchase by non-member firms.
- Events, Featured
The Institute’s inaugural OCIO Market Leader Awards recognize the leading OCIO providers whose market scale can now be assessed on a consistent and comparable basis for the first time, based on standardized reporting aligned with the Institute’s definition of an OCIO mandate. Eligibility was limited to firms that participated in the Institute’s 2025 Global OCIO Study, reflecting their commitment to industry transparency and adherence to the Institute’s new OCIO mandate definition.Â
- Events, Featured, Report
The Institute’s 2025 OCIO report provides the most comprehensive, detailed and accurate picture of the global OCIO marketplace to date, delivering critical transparency for both asset owners and providers.
The Measuring the Global OCIO Marketplace: 2025 Global OCIO Study Findings report is freely available to all Institute Member firms and is also available for purchase by non-member firms.
- Events, Featured, Webinar
Our panel of expert investors from the world’s most prominent investment management firms addressed all key questions more in our annual strategist roundtable, such as: Is the economy at a turning point? Is the AI bubble about to burst? Are asset class expectations narrowing? How are investors repositioning client portfolios to serve the increasingly complex client needs?
latest INSIGHTS
The Latest in Thought Leadership
GET IN TOUCH
Contact us to learn about our Advisory services, the Investment Solutions Institute and to gain access to our Insights.