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.

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.

This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.