Institutional Investment Solutions for Insurance Organizations

Like insurance, an investment plan is about being prepared for the unexpected.

Overview

Given the complexities of the industry, insurers often face unique obstacles. That’s why, at PNC Institutional Asset Management®, we work with insurers to develop investment strategies that provide solutions to their evolving challenges and support insurers through ever-changing regulations.

Our dedicated professionals have built partnerships with the full range of insurance organizations, including:

  • Life
  • Health
  • Property and casualty
  • Reinsurance
  • Captives
  • Fraternal insurance companies

A Customized Approach That Sets Us Apart

Because one solution does not meet the needs of every client, we take a consultative, holistic approach that is focused on your unique situation.

Through close collaboration, we gain an in-depth understanding of your organization, create an unbiased solution that is tailored to your specific goals, and provide customizable reporting tools. We understand that your needs vary significantly and may include asset liability management, operating income needs, portfolio yield targets, tax considerations, product development, and/or Enterprise Financial Modeling (EFM). Our approach leverages the knowledge and experience of specialized teams that work together to customize your solution:

Investment Strategy Team

Delivers up-to-date insight through proprietary research publications, white papers, market outlooks and topical market commentary. Factors in regulatory and investment policy considerations when recommending modifications.

Portfolio Management Team

Utilizes the asset allocation recommendations of Asset Management Group (AMG) to develop and manage institutional portfolios, and constructs and recommends derivatives-based approaches to implement strategic, tactical, or hedging strategies.

Manager Research and Product Management Team

Provides third-party investment manager selection and monitoring services, with dedicated professionals to provide operational due diligence across traditional and alternative managers.

Our Solutions

Liquidity & Fixed Income Management for Insurance Organizations

No two insurance portfolios are the same. Through close monitoring and deep conversation, we aim to discover the specific needs of your portfolio, define a custom approach, and to adapt our approach as your needs evolve.

Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, clients can craft separately managed fixed-income accounts that are tailored to their objectives.

Rather than using a product-based approach, PCA uses a solutions-based perspective, helping you benefit from the discipline and risk-focused advice of an experienced team that delivers:

  • Liquidity solutions for pursuing yield and return goals while also managing the cadence of cash flows
  • Custom solutions that are tailored to your specific needs and objectives
  • Broad market portfolios that utilize traditional fixed-income strategies and benchmark-based objectives for total return

Market Updates

At PNC, we understand the importance of helping you stay on top of the latest developments and trends in the capital markets. In addition to evaluating these trends as part of your portfolio review, we provide regular updates:

Markets in Focus

Discover insights about key market movements, developing economic trends and the themes shaping institutional investor decisions.

Weekly Market Watch

Gives a recap of the previous week’s economic and market activity along with PNC’s perspective on the U.S. and international markets.

Economic Reports

Provides analyses and forecasts of national, regional, and global economic and financial trends.

Ideas & Insights

Make informed decisions and maximize your business with perspectives on leading financial issues from PNC professionals.

Financial Markets

Weekly Market Watch

PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.

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Related Resources

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SOLUTIONS

PNC Capital Advisors

At PNC Capital Advisors, our focus is on our clients. We are committed to understanding your organization and learning your priorities.

CAPABILITIES

Outsourced Chief Investment Officer & Asset Solutions

We provide custom solutions to middle-market corporations, unions, municipalities, and nonprofit organizations.

SUBSCRIPTIONS

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Join thousands of subscribers and stay up to date with the latest institutional investment insights and trends, delivered monthly right to your inbox.

Let's Talk

Work with us today. For more information, please contact:

Wade Meadows

Wade Meadows

Managing Director, Insurance Solutions Group

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