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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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
- 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 CSI Canada marks the expansion of the Chestnut 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 Chestnut 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.
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