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Client Experience Research

Chatham provides objective insights into your customers' experiences through in-depth surveys of prospects, clients, and intermediaries, and expert analysis and recommendations. More

Custom Research

Chatham applies our expertise in financial markets to help you overcome unique challenges in areas such as product development, pricing, benchmarking, and strategic planning. More

Research Reports

Chatham's research reports provide insight into hot-button financial industry topics. Click on the links below to learn more about each study. More



Chatham Partner's Provider Loyalty Index finds that creating more efficient and effective partnerships drives higher levels of loyalty and promotability for retirement service providers in 2016 
View Chatham's 2016 Provider Loyalty Index Press Release

Client Satisfaction in Institutional Retirement...The People Factor
This webinar quantifies and explains what's driving a drop in institutional retirement plan client satisfaction and looks at how individuals interacting with customers can impact client perception and satisfaction. Presented by Gary Lineberry, Managing Director, Retirement Education Solutions, LOMA Secure Retirement Institute and by Joshua Dietch, Managing Director, Chatham Partners.
View "Client Satisfaction in Institutional Retirement...The People Factor"

Chatham Partners has just released a groundbreaking new study on Defined Contribution value-added programs with the inaugural release of “Changing the DC Advisor Value-Add Game, Maximizing Your Investment in DC Advisor Value-Added Programs”. More

Chatham announces its Enhanced Outsourced CIO (OCIO) Win/Loss Program
Chatham Partners is pleased to announce its dedicated OCIO Win/Loss program that provides Investment Management firms with an efficient and actionable process to objectively assess and monitor sales execution and product positioning. Please click here for more information on this exciting new program  or contact us for any additional information.

Chatham Partners’ TPA benchmarking study finds ease of doing business is the key driver of successful TPA and retirement service provider relationships. More


Chatham Archives
What Drives Client Satisfaction Among Retirement Services Clients? Slides | Audio

Does Client Service Matter to Institutional Investors? And, Can ‘Good Customer Service’ Be Defined? Study | Audio

Chatham Partners/Investment Metrics; The Impact of Client Reporting - What do Institutional Investors Value? More

Chatham Partners/Mercer Study; First Time, Right Time: The Power of Pension Outsourcing Download