The Chestnut Solutions Institute™ Introduces New Frameworks to Help Investors and Solutions Providers
NAPLES, Fla., April 3, 2024 /PRNewswire/ -- The Chestnut Solutions Institute™ ("CSI") launched in 2023 as an independent, membership-based forum for investment solutions providers, asset managers and investment consultants with a mission to help this rapidly-growing industry establish and promote strong standards and norms.
- The Chestnut Solutions Institute introduces new frameworks with common standards to help investors and providers.
- Institutional and retail investors alike are increasingly seeking both bespoke and holistic solutions (such as discretionary portfolio construction, risk management, custom vehicles, etc.)
- The Defining Investment Solutions report draws on recent proprietary market research to examine the current state of the investment solutions industry.
- The Institute's proposed investment solutions selection framework detailed in this new report aims to help investors find the right solutions provider and product to meet their needs, and vice versa.