Data as of 9/30/2024. Assets under management (AUM) represents assets managed by PNC Bank, National Association (“PNC Bank”) and PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank. Assets under administration (AUA) represents assets custodied at PNC Bank that are not otherwise included in AUM.
PNC Institutional Asset Management®
Our investment knowledge and your ambition make a brilliant pair.
Delivering Investment Solutions
Delivering
Investment Solutions
Unbiased, Customized and Consultative Solutions to Help Lighten Your Load
As the challenges confronting institutional investors continue to grow, many organizations are seeking better ways to achieve their investment objectives while controlling risk and managing costs.
Through our comprehensive, disciplined process, we work to understand our clients’ investment goals to help construct a tailored solution unique to the needs of their organization.
What We Do
Outsourced Chief Investment Officer
We leverage our industry knowledge and experience to provide investment fiduciaries with Outsourced Chief Investment Officer solutions designed to address the complex portfolio and risk management challenges that many institutional investors face.
As a full-service discretionary asset manager, we offer a wide range of investment advisory services. We employ a disciplined, repeatable investment approach to craft tailored investment solutions based on our clients’ unique objectives.
Asset Servicing
Whether you need directed trustee, custody, sub-accounting, pension payment services, or more, PNC Institutional Asset Management® can help.
Custody Services
Our custody team brings in-depth knowledge and the technology to provide security settlement, portfolio administration, and pension payment services supporting clients and consultants.
Sub-accounting Services
We offer nonprofit institutions and donors a comprehensive platform that can help manage multiple pooled investment accounts. Our platform provides customized sub-accounting information designed to reduce our clients’ investment and administrative costs.
Liquidity & Fixed Income Management
Fixed income solutions for investment portfolio risk optimization, total return and liquidity management.
Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, we offer clients fixed income separately managed accounts that can be adapted to their unique objectives. PCA employs a solutions-based perspective — different from the typical product-based approach — so clients may benefit from a tailored portfolio that leverages the team’s disciplined, risk-focused expertise.
- Broad Market Solutions: Strategies with total return objectives oriented toward standard fixed income benchmarks
- Specialized Solutions: Customized solutions tailored to specific corporate and institutional business needs and investment goals
- Liquidity Solutions: Strategies that pursue yield and return goals while also managing cash flows
Retirement Plan Solutions
If your organization is seeking ways to minimize the risk and fiduciary responsibility associated with retirement benefits, we can help.
We offer a variety of defined contribution and defined benefit plan solutions:
- Develop and execute a financial plan for your defined benefit pension plan
- Take fiduciary responsibility for the selection and monitoring of your participant-directed defined contribution plan's investment lineup
- Benchmark fees and services associated with your retirement plan
- Provide employees in defined contribution plans with effective retirement, investment, and financial wellness education
- Customizable employee financial wellness solutions provided as part of the PNC Organizational Financial Wellness Program.
The PNC Difference
Actionable insights and solutions designed to address client-specific needs
Who We Work With
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Ideas, Insights & Solutions
Make informed decisions and maximize your business with perspectives on leading financial issues from PNC professionals.
Gain Market Insight
Stressed but Stable: Five Takeaways from Boomer Workers in the U.S.
PNC’s 2024 Financial Wellness in the Workplace survey asked American employers and workers about the impact of financial stress in the workplace.
Gain Market Insight
PNC Corporate Healthcare Index: Q3 2024
Learn more about trends in – and the performance of – the healthcare industry in this quarterly index from PNC Healthcare.
Manage Nonprofit Enterprises
Key Differences Between Charitable Gift Annuities and Endowments
Learn the key differences between charitable gift annuities and endowments.
Contact PNC Institutional Asset Management
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