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 BrovakVP, CFOThe Foundation for Western Washington UniversityBernie ReidyManaging Director, National Endowment and Foundations Executive Bank of AmericaTeresa RodgersExecutive DirectorThe Presser FoundationJack SerhantVice President, Head of Solutions DistributionState Street Global AdvisorsSend 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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