The Solutions Scoop

Canadian institutional investors are increasingly joining the growing trend of seeking custom investment solutions to help them achieve their unique investment goals. The Canadian Institutional Client Network of PMAC (The Portfolio Management Association of Canada) invited Chestnut Managing Partner Amanda Tepper to speak with them about trends in the solutions & OCIO marketplace today.
Amanda’s presentation is an up-to-date primer on the global investment solutions and OCIO industry today, including:

• The definition of an investment solutions and an OCIO engagement
• The factors driving investors to adopt custom solutions
• The business of solutions, from the size of the marketplace to types of providers and investor market segments
• A peek into Chestnut’s soon-to-be released tool for holistically evaluating OCIOs and other solutions providers
  Several PMAC members engage with Amanda over the course of this session. We thank PMAC for their continued partnership with Chestnut.

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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.

Institutional and retail investors alike are increasingly seeking custom investment solutions - from multi-asset products to full OCIO engagements - to help them achieve their unique investment goals for 2025 and beyond. In this strategist roundtable, host Amanda Tepper speaks with three senior investors who each manage a range of solutions portfolios for their clients about how they are thinking about and positioning their clients’ portfolios to succeed in 2025.
Jonathan Barry, FSA, CSA
Managing Director, Investment Solutions Group
MFS
Michael Strauss
Managing Director, Senior Institutional Portfolio Strategist
Bank of America
Dan Farley
Chief Investment Officer - Investment Solutions
State Street Global Advisors

Send us feedback

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.

Pension plans face an array of choices in managing and overseeing their investments depending upon their circumstances, objectives and resources. These critical decisions require active engagement with constant evolution and innovation. Ravi Venkataraman hosts this discussion with our guests that include leading pension solutions practitioners and a CIO that oversees one of the largest US pension plans:
Jeanmarie Grisi
Chief Investment Officer, Pension Investments
Nokia
Jared Gross
Managing Director, Head of Institutional Portfolio Strategy
JP Morgan Asset Management
Eumene Lee
Managing Director, Head of Defined Benefit Portfolio Solutions
Morgan Stanley Asset Management

• This wide-ranging discussion on the pension solutions marketplace includes:
• The current state of the defined benefit marketplace
• The wide range of pension risk and investment products and services available today
• Key considerations in pension plan asset allocation and portfolio construction approaches
• When and where it makes sense to outsource oversight of a pension program to an investment solutions provider?

Send us feedback

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.

Lisa Shalett is Chief Investment Officer and Head of Global Investment Office at Morgan Stanley Wealth Management. In this conversation, Chestnut Solutions Institute co-founder Amanda Tepper and Lisa discusses a wide range of issues, including:

• How Morgan Stanley’s wealth business has evolved and the strategic role it now plays at the firm
• The structural and cultural changes a traditional wealth firm must make in order to deliver holistic solutions to many different types and sizes of wealth clients
• The role of custom benchmarking in measuring the success of any truly customized investment solution

Our executive conversations are one-on-one discussions with senior leaders from across the investment solutions ecosystem, where we can dive deep into issues facing the solutions industry and also get to know a bit of the people behind the titles.

Send us feedback

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.

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.

Send us feedback

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.