Shape of Solutions 2025

12/31/24 • 65 min

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

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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.

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Previous Episode

Pension Investment Solutions

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?

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Next Episode

A Solutions Primer: Conversation with PMAC

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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