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 Brovak
VP, CFO
The Foundation for Western Washington University

Bernie Reidy
Managing Director, National Endowment and Foundations Executive
Bank of America

Teresa Rodgers
Executive Director
The Presser Foundation

Jack Serhant
Vice President, Head of Solutions Distribution
State Street Global Advisors

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