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 engagementThe factors driving investors to adopt custom solutionsThe business of solutions, from the size of the marketplace to types of providers and investor market segmentsA peek into Chestnut’s soon-to-be released tool for holistically evaluating OCIOs and other solutions providersSeveral PMAC members engage with Amanda over the course of this session. We thank PMAC for their continued partnership with Chestnut.Send us feedbackThis 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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