The Solutions Scoop
This podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman and Amanda Tepper, co-founders of the Chestnut Solutions Institute. Our guests are senior leaders from investment management, consulting, asset owners and other thinkers in the investment ecosystem.
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 for research insights and events hosted by the Chestnut Solutions Institute and follow us on LinkedIn.
The Solutions Scoop
Evaluating OCIOs and Solutions: A Holistic Value Measurement Framework
As the OCIO marketplace continues to expand, traditional investment evaluation techniques focused solely on performance and fees are no longer sufficient. The Chestnut Solutions has introduced the Holistic Value Measurement (HVM) framework — a powerful new governance tool for evaluating OCIO and investment solutions providers that can be used by asset owners, OCIOs, solutions providers, and search consultants.
In this episode, originally recorded as a webinar on June 26th, 2025, Chestnut Managing Partners, Ravi Venkataraman and Amanda Tepper introduce the HVM framework and discuss business and client applications with JP Morgan's Joshua White, Head of NAI and Insurance Investment Specialists for the firm's OCIO business.
Learn how HVM can enhance due diligence, provider selection, and
ongoing monitoring by assessing value across three critical dimensions:
📊 Investments
⚙️ Operations
🤝 Service
Accompanying slides may be found on Chestnut’s website here.
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.
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.
