Chestnut Advisory Group

Coming soon! A new groundbreaking framework for the evaluation of OCIOs and Investment Solutions from the Chestnut Solutions Institute. This new holistic framework goes beyond traditional evaluation methods and will allow asset owners and solutions providers to evaluate all the dimensions of value add from OCIO services and capabilities. Look out for our report and accompanying governance tool in the next few days! #OCIO #InvestmentSolutions #InvestmentManagement #InvestmentConsulting

The OCIO acquisition train continues to chug along. Check out this article by FundFire's Sabiq Shahidullah on the latest deal which features Chestnut research and insights. The Chestnut Solutions Institute will feature an expert discussion on this topic at upcoming Spring 2025 Forum in April. Email [email protected] for details.

Read our article (https://lnkd.in/eryQCfvy) introducing Chestnut's new OCIO provider list and market estimates. These are the first steps toward establishing an industry standard for OCIO AUM. Much more to come in 2025! #OCIO, #InvestmentSolutions, #InvestmentManagement, #InvestmentConsulting, #WealthManagement

Chestnut's Amanda Tepper and Ravi Venkataraman, CFA weigh on the CFA Institute's guidance on OCIO performance standards in this helpful article from Sabiq Shahidullah at FundFire. We appreciate the Institute's efforts but believe there are other foundational issues such as OCIO definition and holistic value measurement that are of greater priority and importance than performance benchmarking in the solutions and OCIO world.

Interested in solutions and OCIO issues in Canada? Join Chestnut's Amanda Tepper for this Canadian Institutional Client Network event hosted by PMAC on January 30th. Register here: https://lnkd.in/etV86_vu #InvestmentSolutions #OCIO #InstitutionalInvestors #InvestmentConsulting #InvestmentManagement

Read our article (https://lnkd.in/eryQCfvy) introducing Chestnut's new OCIO provider list and market estimates. These are the first steps toward establishing an industry standard for OCIO AUM. Much more to come in 2025! #OCIO, #InvestmentSolutions, #InvestmentManagement, #InvestmentConsulting, #WealthManagement

Our new OCIO provider list and market estimate are the first steps toward establishing an industry standard for OCIO AUM. Paired with a clear definition of OCIO and guidance on performance standards from the CFA Institute, we are setting off on a journey that should be productive for this rapidly growing industry. Read our announcement below and visit https://lnkd.in/eeirvmQU for our research article. #OCIO #InvestmentSolutions #InstitutionalInvestors #WealthManagement #InvestmentManagement #InvestmentConsulting

The new GIPS guidance for OCIOs is a welcome step towards establishing industry standards, even while it raises new challenges. Institutional Investor's James Comtois discussed this important development with Chestnut Solutions Institute co-founders Amanda Tepper and Ravi Venkataraman, CFA this week. #OCIO #investmentsolutions #GIPS #institutionalinvestors #investmentconsultants #wealthmanagement

REPLAY: Hear how three top strategsts are positioning over $300bn of investment solutions to meet clients' needs in 2025 and beyond. In this Chestnut Solutions Institue roundtable, State Street Global Advisors's Dan Farley, Bank of America's Michael Strauss and MFS Investment Management's Jonathan Barry FSA, CFA share their capital markets forecasts and sample client solutions portfolio allocations with Chestnut Managing Partner Amanda Tepper. Highlights of our discussion include: ? Why 'Uncertainty' is the one commonality among our strategists' widely differing 2025 markets outlook ? The wide range of different solutions each strategist is building for different types of investors ? Top near-term risks and potential mitigants each firm is focusing on This roundtable has useful insights for everyone in the investment and solutions industry, from asset owners to asset managers, investment consultants and OCIOs. All of Chestnut's past events, articles and reports are available on https://lnkd.in/eeirvmQU #OCIO #investmentsolutions #capitalmarkets #assetmanagement #investmentconsulting #wealthmanagement #institutionalinvestors

A conversation hosted by Ravi Venkataraman, CFA with leading pension solutions practitioners Jeanmarie Grisi, Jared Gross and Eumene Lee is now available on The Solutions Scoop podcast. This wide-ranging discussion on the pension solutions marketplace includes: ? The current state of defined benefit plans ? The wide range of pension risk and investment products and services available ? Key considerations in pension plan asset allocation and portfolio construction ? When and where it makes sense to outsource oversight of a pension program Available on Spotify, Apple, Amazon, YouTube, Podcast Index and https://lnkd.in/eXchxyUT