Asset owners of all types are increasingly adopting Investment solutions and OCIO products and services, yet the industry lacks standards and norms. The Chestnut Solutions Institute has introduced a new framework designed to help all investment solutions stakeholders develop a mutual understanding of objectives and achieve optimal investor outcomes more easily.

In this conversation, Chestnut Solutions Institute founders Ravi Venkataraman and Amanda Tepper introduce this framework and discuss: 

• The breadth and depth of the current OCIO and solutions marketplace, explaining often-confusing industry definitions,
• An overview of the Institute’s proprietary framework for evaluating different types of solutions providers and their key capabilities,
• The Institute’s Asset Owner Solutions Toolkit, including a guide to selecting and evaluating providers, a due diligence checklist and access to a new web portal with resources dedicated to verified asset owners.
  
  If you are an asset owner, you may register on our website and once verified, you will be given access to CSI’s new online resource center with complimentary investment solutions research reports, proprietary Institute insights, and a solutions due diligence checklist designed specifically for asset owners. If you are an asset manager or advisor, you will also find this discussion helpful in articulating your solutions proposition to asset owners.

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This podcast is owned and produced by the Chestnut Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.

The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.

This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.