Institutional Investment Advisory Solutions

Providing custom solutions to institutional investors for 65+ years

 

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Our Approach to Your Organization's Success

You are not alone on this journey.
Let our 342  professionals across 16 states and in the District of Columbia[1] guide you.

Investment Philosophy & Core Beliefs

We believe markets can be inefficient and investment opportunities are ever changing. A thorough understanding of the past, combined with rigorous analysis of the present, gives us insight into the most probable future outcomes.

Specialized Services & Offerings

Our solutions for institutional investors

Outsourced Investment Services

Overview | Outsourced Investment Services (OCIO)

Our integrated and outsourced investment services can provide extensive benefits to your organization:

  • Comprehensive portfolio analysis, Investment Policy Statement (IPS) consulting and ongoing review
  • Global research team tapped into vast third-party data resources
  • Institutional-level access to active and passive strategies across equities, fixed income, non-traditional assets and alternatives
  • Stringent and repeatable investment and manager selection processes for our approved platform
  • Multi-level risk management
  • Shared fiduciary accountability
  • Cost and internal resourcing efficiencies for your organization
  • Customized client dashboard and educational support

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Pension Management

Overview | Pension Management

We provide plan sponsors with discretionary investment management and administrative solutions for their defined benefit plans.

Our framework takes into consideration your plan objectives, risk tolerance, pension plan design, investment guidelines and constraints. We believe these are characteristics that are critical to the formulation of a plan's ongoing investment strategy.

Our team of defined benefit specialists stands for:

  • Trusted relationships and integrity
  • Flawless execution
  • Specialized capabilities
  • Actionable insight
  • Holistic approach including consultants, investment committees & board of directors

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Asset Servicing

Overview | Asset Servicing

We have performed asset servicing for institutional clients for more than 160 years and have nearly 200 professionals that directly support our client accounts. Asset servicing includes custody, directed trustee, escrow agent, and subaccounting.

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Our clients include: 

  • Corporations
  • Healthcare Systems
  • Unions/Taft-Hartley
  • Government & Municipal Entities
  • Financial Institutions
  • Nonprofit Organizations
  • Higher Education
  • Retirement Plans
  • VEBAs & OPEBs

 

Thought Leadership & Insights

PNC's team of industry specialists and investment strategists examine and provide key insights on the challenges and opportunities that impact institutional investors.

Manage Nonprofit Enterprises

Trending Topics: Top 10 Trends in the Nonprofits Industry

Nonprofit Standards is a benchmarking survey that shares 10 trending topics for nonprofits.

1 min read

Manage Assets

Pension Market Review – Third Quarter 2019

Corporate pension funding levels declined during the third quarter.

3 min read

Manage Assets

Best Practices for Glidepath Re-Risking

Glidepath investment strategies can help reduce downside funded status risk. But what happens if funded status falls? Here are some best practices for re-risking.

3 min read

Gain Market Insight

The “Upside Down” of Negative Interest Rates

We explore the objectives/distortions of negative interest rate policy, its investment implications, and why we believe the U.S. may not follow other countries down this path.

6 min read

Manage Assets

Taking a Proactive Approach To Insurance Investment Challenges

Insurers can help drive investment performance by reviewing critical internal factors and weighing costs and benefits of utilizing external managers.

4 min read

Manage Nonprofit Enterprises

PNC’s Philanthropy Outlook in 2019–2020

Individual giving was down in 2018, but giving by foundations and corporations was up. We offer some best practices for adapting to this new paradigm and our outlook for charitable giving.

7 min read

Important Legal Disclosures & Information

  1. As of June 30, 2018

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, 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, a registered investment adviser (“PNC Capital Advisors”). PNC uses the marketing name PNC Institutional Advisory Solutions® for discretionary investment management, trustee, and related services for institutional clients conducted by PNC Bank. PNC uses the marketing name PNC Retirement Solutions® for investment, consulting, trustee, and custody services for employer-sponsored retirement plans provided by PNC Bank. FDIC-insured banking products and services, and lending of funds are also provided to institutional clients by PNC Bank. 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 (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.

“PNC,” “PNC Bank,” “PNC Institutional Asset Management,” “PNC Institutional Advisory Solutions,” and “PNC Retirement Solutions” are registered marks of The PNC Financial Services Group, Inc.