Evaluating OCIOs - The Search Consultants' Perspective
07/27/23 • 46 min
Investors seeking holistic solutions to achieve their investment goals are increasingly turning to third party advisors known as OCIO search consultants - for support in identifying the best provider(s) to meet those needs. Our guests are three of these prominent search consultants:
Brad Alford
Founder
Alpha Capital Management
Larry Coats
President and CEO
ClearView Fiduciary Alliance
Gregory Metzger
Senior Consultant, Practice Leader
North Pier Search Consulting
In this episode, originally recorded as a webinar on July 27th, 2023, Chestnut Managing Partner Amanda Tepper and the OCIO search consultant panelists discuss key issues in the investment solutions marketplace today, including:
What different types of investors seek and value most from investment solutions providers
How OCIO search consultants evaluate the increasingly wide range of investment solutions features available to investors today
How OCIO search consultants are evaluating OCIO/solutions providers on an ongoing basis after they have been hired.
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.
Investors seeking holistic solutions to achieve their investment goals are increasingly turning to third party advisors known as OCIO search consultants - for support in identifying the best provider(s) to meet those needs. Our guests are three of these prominent search consultants:
Brad Alford
Founder
Alpha Capital Management
Larry Coats
President and CEO
ClearView Fiduciary Alliance
Gregory Metzger
Senior Consultant, Practice Leader
North Pier Search Consulting
In this episode, originally recorded as a webinar on July 27th, 2023, Chestnut Managing Partner Amanda Tepper and the OCIO search consultant panelists discuss key issues in the investment solutions marketplace today, including:
What different types of investors seek and value most from investment solutions providers
How OCIO search consultants evaluate the increasingly wide range of investment solutions features available to investors today
How OCIO search consultants are evaluating OCIO/solutions providers on an ongoing basis after they have been hired.
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.
Previous Episode
Defining Investment Solutions
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.
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.
Next Episode
Nonprofit Investors and Investment Solutions
Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on the exclusive market research findings in the Chestnut Solutions Institute’s new report, Defining Investment Solutions, our panel of asset owners and asset managers discuss issues including:
- What are the key needs of different types of non-profit institutions? Why do non-profit investors find holistic solutions-based products and services so attractive today?
- What are the biggest challenges that solutions providers face in meeting the needs of non-profit clients?
Chestnut Advisor, Mary Jane Bobyock hosts this discussion originally recorded as a webinar on May 15th, 2024, with guests:
Mark Brovak
VP, CFO
The Foundation for Western Washington University
Bernie Reidy
Managing Director, National Endowment and Foundations Executive
Bank of America
Teresa Rodgers
Executive Director
The Presser Foundation
Jack Serhant
Vice President, Head of Solutions Distribution
State Street Global Advisors
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.
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