Personal Small Business Corporate & Institutional About Us
We have built a long-standing reputation for delivering a wide range of sophisticated investment solutions designed to help defined benefit plan sponsors meet their unique investment challenges and achieve growth goals, while mitigating risk and minimizing administrative burdens.
We believe that our customized approach and focus on client-specific solutions help to add value to our clients and their plans.
At a high level, our liability-centric approach is designed to help create a smoother path to full funding by managing assets relative to liabilities. We follow a structured process that starts with understanding the plan sponsor’s goals and objectives and leads to implementing and monitoring a customized investment strategy.
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We provide our clients with the option to implement de-risking strategies for their plans to address the volatility of their plan’s financials. We follow a five-step approach to liability-centric management that hinges on using goals and objectives and an asset-liability study to generate and inform an optimized glidepath, custom liability hedging, and monitoring / rebalancing.
We deliver access to our original research on financial markets and the relevant investment trends and regulatory issues to help our defined benefit clients make informed decisions. We make it our job to sort what’s relevant from the noise so that your organization can redeploy its time to its primary business.
We understand the unique requirements of defined benefit plans, and we’re experienced in meeting the changing needs. Our team provides the specialized support and personalized professional services necessary to help plan sponsors meet their fiduciary obligations.
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Providing custom solutions to institutional investors for 65+ years
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Guidance on governance and fiduciary structure, IPS development, Asset Liability Study and strategic asset allocation
PNC acts as a 3(38) investment manager under ERISA, helping the plan sponsor fulfill its fiduciary duty to prudently manage plan assets
PNC manages daily valuation, transaction management, monitoring and execution of asset allocation changes
The safekeeping and segregation of plan assets in accordance with fiduciary obligations as applicable; periodic account statements
Investment implementation including manager research, contracting and transition management
Cash movement, benefit payments, tax withholding and reporting
With 2020 upon us, we highlight three key areas of focus for plan sponsors as they think about enhancing their pension risk outcomes.
4 min read
Many institutional investors are searching for better ways to achieve their investment objectives while controlling risk and managing costs.
5 min read
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
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 uses the marketing names Retirement 1-on-1℠ and PNC Financial Wellness Achievement Center℠ for employee education services provided by PNC Bank.
“PNC Institutional Asset Management” is a registered mark, and “Retirement 1-on-1” and “PNC Financial Wellness Achievement Center” are service marks, of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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