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Healthcare entities are unique institutional investors given the connection between their business models and investment assets. Coupled with current challenges in the industry, including operating margin pressure, legislation/regulation, and merger and acquisition activity, they are especially hard-pressed to balance the overall risk management framework with available investment opportunities.
PNC Institutional Asset Management® offers specialized investment capabilities and services across the various asset pools of healthcare organizations, including short and long-term investment pools, defined benefit plans, defined contribution plans, foundations, endowments, and insurance pools.
Our institutional healthcare team builds on the organization’s long-standing commitment to healthcare organizations. We benefit from the decades of involvement at the deepest level and the accumulated knowledge that exists at PNC. While our conversations may start in discussion around your investment management needs, we work with our partners across the bank to deliver a comprehensive suite of products and solutions to our clients.
No two organizations face the same challenges. Therefore, our dedicated approach to the healthcare industry focuses on improving client outcomes by aligning each organization’s business issues and unique set of risks across asset pools. We embrace the complexity of how each of these pools impact the broader goals of the firm and offer strategies to help clients meet their cost of capital and spending needs.
In an industry as dynamic as healthcare, it is not enough to simply know what is going on; you have to understand the implications and impact across the organization. We seek to deliver viewpoints and insights tailored to your unique circumstances and designed to keep you on track to your short and long-term goals.
We offer a sophisticated suite of analytic and evaluative investment tools specifically suited to meet the needs of healthcare organizations. We deliver access to original research on financial markets and the trends and issues affecting these unique segments to help our clients make informed investment decisions. We blend knowledge of the markets with inputs from experts in healthcare revenue cycle, balance sheet, and regulatory issues so that we are fully aligned with your business needs.
|Overview of Capabilities|
|Outsourced Chief Investment Officer||Full suite of risk, liquidity, and investment management fulfilled with a lineup of managers, specifically chosen to execute on portfolio goals, helping you to meet your fiduciary duties.|
|Traditional Investment Advisory||Featuring mutual funds, exchange traded funds, and separately managed accounts in order to provide options for your portfolio across all asset classes to best fit your investment objectives and needs, working with your existing staff and committee structure.|
|Custom Cash Solutions||Professionally managed portfolio, tailored to meet client-specific liquidity needs, investment policy constraints and risk preference.|
|Planned Giving Services||Managing the post-gift aspects of planned giving programs with specialized investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts and pooled income funds.|
|Dynamic Portfolio Analysis||Analyze the interaction of cash flows and evaluate the role it plays in determining the appropriate asset allocation for your organization.|
|Socially Responsible Investing||Apply social or ethical standards in the investment process to reflect investor values/missions.|
|Sub-Accounting Solutions||A comprehensive platform designed to help organizations manage multiple pooled investment accounts.|
|Custody Solutions||With a thorough understanding of changing government regulations, we deliver comprehensive custody solutions to support the safekeeping of plan assets.|
|Trustee Services||Helping you to meet your fiduciary obligations, in addition to providing for the safekeeping of trust assets.|
|Reporting Packages||Customizable reporting packages to accommodate a wide range of client-specific needs.|
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The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy.
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,” “PNC Bank,” and “PNC Institutional Asset Management” are registered marks of The PNC Financial Services Group, Inc.
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