Asset Management Group Investment Office

Delivering customized
investment solutions to help you achieve your financial goals.

Asset Management Group Investment Office

Delivering
customized
investment solutions to help you achieve your financial goals.

About Us

The Asset Management Group Investment Office is an extension of your dedicated investment team. Working with your PNC Investment Advisor, our deep bench of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection and portfolio construction.

$246.3B
Assets Under Management[1]

170+
Dedicated Team Members

Multi-asset Class Universe and specialized capabilities: real assets, real estate, alternatives, equity, fixed income, purpose-driven solutions, tax-managed solutions, derivatives

Insights

Get the latest investment news and analysis

Financial Markets

Weekly Market Watch

1 min read

Financial Markets

Markets in Focus - August 2026

Markets in Focus provides a review of market drivers, economic developments and other key themes with actionable investor insights.

3 min read

Gain Market Insight

Municipal Market Quarterly Review - Second Quarter 2026

Insights on the municipal bond market, including market fundamentals, valuations, credit trends and other notable developments

5 min read

What We Do

We offer a full-service investment advisory suite with services tailored to meet your needs.

Asset Allocation Recommendations

Allocation views across a Multi-asset class universe informed by deep market and economic analysis

Comprehensive Due Diligence

Rigorous, ongoing investment and operational due diligence performed by experienced teams

Portfolio Construction

Combining unique client goals with asset allocation and manager views, governed by ongoing quantitative analysis

Market Analysis & Thought Leadership

Regular, in-depth publications offering unique investment insights

Investment Manager Selection

Market-leading Manager Research team continuously searches for high-conviction investment options

Institutional-level Product Access

Diverse platform of vetted investment options from a wide collection of recognizable firms

From the Desk of the CIO


Chief Investment Officer
PNC Asset Management Group

In The News

Find Amanda in your favorite media outlet

Read, listen or watch CIO Amanda Agati's latest thoughts on markets in recent articles, episodes and appearances.

Adding Alpha

July 2026: AI Momentum Meets a More Selective Market Phase

Amanda Agati explains how strong AI demand persists even as narrow leadership and elevated expectations shift the market toward a more selective phase.

Our Approach to Investing




Specialized Capabilities

In addition to the core investment services facilitated by the Investment Office, your PNC Investment Advisor also has access to specialized capabilities that enhance the range of available investment solutions to address your unique needs and goals.

A broad selection of managed fixed income solutions for both individual and institutional clients. Strategies include taxable and tax-exempt strategies.

Strategies combine quantitative and fundamental analysis to identify securities we believe may deliver positive earnings surprises. We offer five key large cap strategies: Core, Growth, Value, Dividend Focus and Quality Dividend Growth.

An investment approach led by an analysis of values- and mission-based data to help our clients manifest their values and the changes they want to effect through their investment portfolio.

The Custom/Direct Indexing team manages investment strategies that closely align with an index, but can be customized to client-specific tax management techniques.

Derivative-based investment solutions for a variety of client portfolio objectives, including mitigating single stock, market and/or sector risk; monetization/diversification; enhanced yield generation; enhanced borrowing flexibility and tax deferral.

Leadership Team

Amanda Agati, CFA
Chief Investment Officer

Yung-Yu Ma, Ph.D

Yung-Yu Ma, Ph.D.
Chief Investment Strategist

Todd Jones, CFA
Head of Advantage Equity Group

Sean Kerins

Sean Kerins, CFA
Head of Multi-Asset Research and Solutions

Adam Mackey
Head of PNC Fixed Income

Hitesh Patel, Ph.D
Head of Custom Direct Index Strategies

Matthew Taggert, CERP
Chief Operating Officer

Brett Jones
Head of Investment Risk

Learn More About Our Partners

Learn more about the other areas of the bank we partner with