Outsourced Chief Investment Officer (OCIO)
& Asset Servicing

Providing custom solutions to institutional investors for 65+ years

 

Let's Talk!

Submit a short form and we will contact you.


Follow Us

Get the latest information and insights.


Our Approach to Your Organization's Success

You are not alone on this journey.
Let our 387 professionals across 22 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.

top 20 OCIO managers award ribbon

Specialized Services & Offerings

Our solutions for institutional investors

OCIO Services

Overview | Outsourced Chief 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

Learn More »

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

Learn More »

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.

Learn More »


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.

Gain Market Insight

Road to the Election: What comes next for institutional investors?

In this webinar, we discuss the implications of the upcoming United States presidential election for you, your organization, and your assets.

57:33 min video

Manage Nonprofit Enterprises

Nonprofit Mergers & Acquisitions: 5 Points to Consider

Nonprofit organizations are considering strategic M&A activity. Here we discuss five considerations for engaging in these types of transactions.

7 min read

Manage Nonprofit Enterprises

Key Differences Between Charitable Gift Annuities and Endowments

Learn the key differences between charitable gift annuities and endowments.

4 min read

Manage Assets

Responsible Investing: A Ripple In Still Water

The rise of responsible investing is representative of the rapidly evolving investment landscape that creates both challenges and opportunities for investors.

4 min read

Manage Assets

IRS Notices 2020-50 and 2020-51 Clarify Rules Under CARES Act

New guidelines expand access to coronavirus-related distributions and loans and extend RMD waivers

2 min read

Manage Assets

DOL Issues Final Rule on Electronic Disclosures

Changes enhance communications and access for retirement plans covered by ERISA

2 min read

Important Legal Disclosures & Information

  1. As of December 31, 2019

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 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 Institutional Asset Management” is a registered mark of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.