PNC Institutional
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.

Financial Markets

Global Market Snapshot - July 2019

The Global Market Snapshot provides a quick tour around the world, highlighting key economic and market-moving news, featuring actionable insights for all investors.

3 min read

Manage Assets

Pension Market Review – Second Quarter 2019

Corporate pension funding levels declined during the second quarter. Although rising equity markets had a positive impact, the impact of declining interest rates (that increased liabilities) was much larger.

2 min read

Manage Assets

Taking Advantage of Rising Volatility

As equity market and interest rates swings have recently increased pension funded status volatility, we discuss how plan sponsors can take advantage by adopting a well-executed glidepath strategy.

2 min read

Manage Nonprofit Enterprises

What Are the Tried & True Factors That Help & Hurt Fundraising Growth?

Fundraising is an essential part of the nonprofit experience but there are ways to do it right and ways to do it wrong. Here are some tips to help determine whether you are helping or hindering your efforts.

2 min read

Manage Nonprofit Enterprises

Driving Donor Engagement with an Online Dating Approach

These seven key pieces of advice from the dating world can be translated for nonprofit fundraisers to utilize in order to increase their success in engaging donors.

2 min read

Manage Nonprofit Enterprises

Tax Filing Tips for Form 990

These five tips are designed to help your nonprofit organization prepare its Form 990 this year.

1 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.