Customized Investment Solutions for Healthcare Organizations
Contact UsOverview
Integrated teams delivering customized cash, operating liquidity, and
long-term portfolio solutions.
Our dedicated professionals can help you optimize short-term liquidity and reserve assets, balance overall risk management with investment opportunities, minimize volatility of pension plan funded status, align your organization’s investment strategy to your mission, and more.
Specialized Investment Capabilities and Services
PNC Healthcare Asset Management delivers deep experience across all asset pools for healthcare organizations:
- Operational liquidity strategies (operating cash, reserve cash, strategic reserves, long-term operating pools)
- Defined benefit plans
- Defined contribution plans
- Foundations and endowments
- Insurance pools, including captive insurance
Proven Results Across the Healthcare Industry
PNC delivers tailored solutions to a variety of clients across the healthcare spectrum:
- Nonprofit providers
- For-profit healthcare organizations
- Healthcare foundations
- Payors
- Physician groups
- Billing companies
- Labs
- Ambulatory-care companies
- Home healthcare
- Extended care
- Continuing care
- Life plan communities
The PNC Difference
With our vast resources and in-depth knowledge of an array of healthcare fields, PNC is positioned to offer powerful solutions that meet your unique needs.
Industry Experience
Our PNC Healthcare Asset Management professionals are active in the industry, up to date on the regulatory environment, and committed to providing direct support to our clients.
A Dedicated
Investments Advisor
Your investment advisor is your single point of contact, serving as your relationship manager and working with a team of specialists to help drive your success.
More than
Asset Management
Through PNC Healthcare, you have access to a full suite of services and products, including lending, treasury management, deposit banking and more.
Customizable, Proprietary Reporting Tools
PNC’s continuing investment in technology means you have access to the information you need, at your convenience.
OCIO Solutions
Our approach to investing encompasses business strategy, financial health and investment strategy — all to help you improve decision-making, gain greater financial stability and achieve your organization’s strategic goals.
Goals-Focused
We help you achieve and maintain organizational financial health through a comprehensive four-step process that identifies your goals and projections, analyzes enterprise risk, builds a custom investment strategy, and implements the solution and monitors key metrics.
Analytics-Driven
Our sophisticated suite of analytical and evaluative investment tools is specifically tailored to meet the unique needs of healthcare organizations. We deliver access to original research on financial markets and the trends and issues affecting these segments to help you make informed investment decisions.
Flexible
By building a true relationship, our professionals are able to act quickly in response to changes in your goals, the healthcare industry and the investing environment.
Dynamic
Our solutions are engineered by integrated teams of talented specialists working in unison, including Investment Strategy, Investment Advisor Research, Portfolio Construction and Management, the Portfolio Analytics Group and the Risk Management Team.
Supported by Enterprise Financial Modeling (EFM)
For organizations with $50 million or more in assets, our EFM framework helps leadership better understand an organization’s ability to tolerate investment risk. Fulfilling your mission, keeping risk in check, maintaining healthy financials, and using your assets to help achieve these outcomes - is completing all of these tasks possible against a backdrop of change, uncertainty, and volatility?
In our view, the answer is yes, with an analytical and enterprise approach. We increasingly see institutional investors implement a goals‐based analytical framework for managing their assets and liabilities en route to achieving their organizations' objectives.
Retirement Plan Solutions
With decades of experience and a commitment to solving your unique challenges, PNC can help your organization improve the management of your retirement plans and help to improve retirement outcomes for your employees.
Defined Contribution Services
PNC helps to improve employee outcomes while answering your primary concerns as plan fiduciary. Our professionals provide:
- Comprehensive design and investment oversight
- Value-added fiduciary support
Employee Education Services
Our comprehensive suite of resources is designed to deliver measurable results for your organization by helping to meet the diverse retirement and investment education needs of your workforce.
Pension Management Services
Our liability-centric approach can help your organization to mitigate risk associated with defined benefit pension plan(s) and lead to better outcomes.
Liquidity & Fixed Income Management
PNC offers an unsurpassed array of fixed-income solutions that are designed to help you achieve your investment goals related to liquidity management, portfolio risk optimization and total return.
Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, we offer clients the ability to craft separately managed fixed-income accounts that are tailored to your unique objectives. PCA’s solutions-based approach helps you benefit from the discipline and risk-focused advice of an experienced team that provides:
- Liquidity solutions — Pursue yield and return goals while also managing the cadence of cash flows.
- Custom solutions — Solutions tailored to specific client needs and objectives.
- Broad market portfolios — Traditional fixed income strategies with benchmark-based objectives for total return.
Asset Servicing
PNC Healthcare Asset Management engages the experienced professionals of PNC Institutional Asset Management® (PNC IAM) to provide the services you need, including directed trustee, custody, sub-accounting, pension payments and more.
Custody Services
With an up-to-date understanding of changing government regulations, we deliver comprehensive custody solutions to support the safekeeping of plan assets, including security settlement, portfolio administration and pension payment services.
Sub-accounting for Nonprofit Healthcare Organizations
PNC Institutional Asset Management’s comprehensive platform can help you manage multiple pooled investment accounts and reduce investment and administrative costs by efficiently delivering clear, concise and customized sub-accounting information.
Responsible Investing
Not only can we help you achieve your investment goals, we aim to do so in a way that reflects your organization’s values and helps you make a positive difference in your community and the world. That’s why we utilize a responsible investing (RI) strategy that aligns with issues that are important to you, including environmental, social and governance (ESG) issues, that:
- Avoid harm by excluding or restricting certain portfolio exposures that conflict with your mission and values
- Benefit stakeholders that support certain values or causes by assessing and engaging on ESG factors
- Contribute to solutions by defining goals around a specific ESG problem and allocating capital toward that objective
Insights
Manage Assets
PNC Healthcare Answers Your Questions About Health Savings Accounts
HSAs can be helpful for reducing healthcare costs and encouraging individuals to take more responsibility for their health and cost of care.
6 min read
Mitigate Risk
Healthcare Transparency: A Trickle Could Become a River
If the goal is rationalized prices for healthcare services, drugs and devices, transparency is a start.
5 min read
Gain Market Insight
Healthcare Organizations and Banking: Why Relationships Matter
PNC's Brian Kelly offers insights about the importance of a strong relationship between a healthcare organization and its bank.
3 min read
Let's Talk
Work with us today. For more information, please contact:
Todd McCullough
Managing Director, PNC Healthcare Asset Management, PNC Institutional Asset Management
Important Legal Disclosures & Information
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC uses the marketing name PNC OCIO PremierSM for outsourced chief investment officer services provided by PNC Bank. PNC uses the marketing names Retirement 1-on-1® and PNC Financial Wellness Achievement CenterSM for employee education services provided by PNC Bank. PNC uses the marketing name PNC Gifting Portal® for platform access and sub-accounting services provided by PNC Bank in connection with donor-advised funds. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC,” “PNC Bank,” “PNC Institutional Asset Management,” “Retirement 1-on-1” and “PNC Gifting Portal,” are registered marks, and “PNC Financial Wellness Achievement Center,” and “PNC OCIO Premier” are service marks, of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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