Our guest Anne Marie Schultz  is a Partner and the U.S. Investments Commercial Leader at Mercer, responsible for driving growth across investment tools, advice and solutions for all clients. Anne Marie and Institute co-founder Amanda Tepper discuss a wide range of topics, including:

• The ‘three C’s’ Anne Marie believes are driving increasing investor demand for custom investment solutions
• How solutions clients benefit from strategic acquisitions executed by their providers
• Where the solutions industry is going over the next five years
  
  And much more.
  
  Our Meet the OCIOs episodes are one-on-one discussions with senior leaders from across the investment solutions and OCIO ecosystem, where we can dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title.
  
  

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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.

Our guest Dan Farley,  Executive Vice President at State Street and CIO for the Investment Solutions Group is responsible for the management and development of asset allocation strategies for institutional clients around the world.  He leads a team of over 150 investment professionals, managing and developing over $500 billion in multi-asset class portfolio solutions for institutional clients and intermediaries. Dan and Chestnut Solutions Institute co-founder Ravi Venkataraman discuss a wide range of topics, including:

• The solutions business at State Street
• How OCIO fits in a continuum of client solutions and market segments
• Investment capabilities and other types of value add

And much more.

Our Meet the OCIOs series are one-on-one discussions with senior leaders from across the investment solutions and OCIO ecosystem, where we can dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title.

Send us feedback

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.

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.

Send us feedback

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.