Listen "Shape of Solutions 2025"
Episode Synopsis
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, CSAManaging Director, Investment Solutions GroupMFSMichael StraussManaging Director, Senior Institutional Portfolio StrategistBank of AmericaDan FarleyChief Investment Officer - Investment SolutionsState 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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