Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

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

Just Announced!

Chatham Partners 2013/2014 DB and Total Retirement Outsourcing Insight Report is available now! Sample slides

Chatham Partners 2013 Investment Outsourcing Survey is available now!
 Sample slides


Chatham Partners on LinkedIn

News

UPCOMING WEBINAR - Changing the DC Advisor Value-Added Game

When: Monday, October 20th at 1PM EST

Description: Joshua Dietch, Managing Director of Chatham Partners, will share selected findings from Chatham’s recently published report: “Changing the DC Advisor Value-Added Game: Using Value-Added Programs to Create Awareness of Your Firm and Differentiate It”.

If you would like to attend, please register HERE


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 CEO Peter Starr provides an update on client service and communication standards to The Outsourced CIO Summit, September 2013


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