A Solutions Primer: Conversation with PMAC

02/06/25 • 44 min

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.

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.

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.

Send us feedback

Previous Episode

Shape of Solutions 2025

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

Next Episode

Building Sustainable Solutions Businesses: A Conversation with Rosemont

This podcast is being jointly presented by the Chestnut Solutions Institute and Rosemont Investment Group, two firms that are deeply involved and invested in the successful growth of the solutions industry, each playing a very different and unique role in the solutions ecosystem.

The conversation features:

Chas Burkhart, CEO, Rosemont Investment Group
Brad Mook, Managing Director, Investments & Finance, Rosemont Investment Group
Ravi Venkataraman, Managing Partner, Chestnut Advisory Group
Amanda Tepper, Managing Partner, Chestnut Advisory Group

In our roundtable we discuss:

How investment solutions are penetrating the wealth management business
Operating and ownership best practices for a successful solutions business
A new provider evaluation framework to help providers and clients ensure that any investment solution product or service is actually creating value for the end client

Send us feedback