Investors and solutions providers are facing several critical challenges hindering a continuation of the industry’s recent rapid growth, notably a lack of standards or common definitions of solutions offered today. In the spring of 2023, Chestnut Advisory Group launched the Chestnut Solutions Institute, a membership based independent research forum, to address these challenges by providing market intelligence and insight to the entire solutions/OCIO ecosystem.

This episode was originally recorded as a webinar on June 20th, 2023 and covers a wide ranging discussion about all things Investment Solutions, one of the fastest growing segments of the investment industry. Host Ravi Venkataraman, Managing Partner of Chesnut Advisory Group speaks with:

• Dan Farley (CIO Multi Asset) from State Street Global Advisors,
• Jen Kruse (U.S. OCIO Leader) from Mercer
• Lisa Shallet (CIO of Wealth Management) from Morgan Stanley.

This conversation with market leaders in OCIO and Investment Solutions includes the introduction of the Chestnut Solutions Institute and its mission, definition of investment solutions, marketplace trends, choices and capabilities available to clients, benchmarking OCIO, managing conflicts, fees and business growth opportunities.

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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.