PNC Institutional Asset Management®

Our investment knowledge and your ambition make a brilliant pair.

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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.

75+ years

Experience providing outsourced investment solutions

$81.74B

Discretionary assets under management[1]

$180.62B

Non-discretionary assets under administration[1]

Accolades[2]

Pensions & Investments Ranked OCIO manager by Foundation Assets 2024 #4 PNC
Pensions & Investments 2024 Top 20 OCIO Managers PNC

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

Industry Expertise

Our industry experience is delivered through specialists who provide thought leadership and market insights for distinct institutional client segments.

Disciplined Research

Our well-defined, disciplined research and due diligence process for our approved investment platform is complemented by an open-architecture approach.

Analytical Process

Our analytical process takes into consideration cash requirements, capital markets forecasts, and portfolio risk management and is designed to provide an optimized portfolio solution.

Who We Work With

Corporate Clients

Corporations serve many stakeholders, including their employees, clients, and investors, as well as the communities within which they operate.

Many also face a rapidly shifting competitive landscape that is being reshaped by technology, geopolitical developments, or other outside forces.

Given this demanding environment, we believe corporate clients benefit from our consultative approach to defining their investment solutions for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, corporate foundations, and more.

Nonprofits

Nonprofits are focused on executing their mission and need an investment advisor that understands and prioritizes their goals and operates within their risk tolerance guidelines.

They are also faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.

We work with our Nonprofit clients to understand their specific investment, operational, distribution, and capital preservation goals. We seek to tailor an investment solution for foundations/endowments, employee retirement plans, and operating assets that aligns with their mission.

Insurance Companies

Insurers are routinely faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.

We leverage the cumulative industry experience and insights of our team to craft tailored investment solutions that incorporate regulatory and risk constraints specific to our insurance clients.

Additionally, we offer regulatory reporting capabilities to ease our clients’ administrative burden.

Healthcare

Healthcare organizations face myriad challenges, including operating margin pressure, an evolving regulatory environment, and industry consolidation, which heightens the need for these organizations to balance prudent risk management with investment goals.

Given this demanding environment, we believe healthcare clients benefit from our consultative approach to defining their investment solution for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, foundations, and more.

Public Funds

State and local governments rely on taxpayer funding for the maintenance and betterment of their communities. Many public funds also support the pensions of government employees.

Volatile financial markets, current low interest rates, and regulatory hurdles all influence public funds’ investment and operating strategies.

Our Public Funds clients not only benefit from our range of investment solutions, including Outsourced CIO and pension plan solutions, among others, but they also gain an investment advisor that often has direct experience in their particular market, due to our geographic footprint and local client service model.

Taft-Hartley

Our Taft-Hartley Act clients have complex investment considerations. Many face large plan funding gaps that are exacerbated by the current low interest rate environment. Unique regulatory requirements and moderate risk tolerances also create hurdles to achieving desired investment goals.

Our Taft-Hartley solutions can play several roles for defined benefit and member annuity/savings plans. Among the many options, our solutions can help de-risk a plan’s portfolio to protect and improve funded status, generate income to pay current and future pension obligations, and/or support the glide path to full funding.

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Native American Tribes

PNC Bank, National Association (PNC), has provided banking and investment services to Native American tribes for more than 30 years and has an established team of specialists committed to meeting the needs of tribes. PNC has provided more than $4 billion in bank financing and worked with more than 100 tribes located throughout the country to help solve their financial needs.

Within PNC, PNC Institutional Asset Management® (PNC IAM) invests in specialized resources, human capital, and the technology needed to help institutional investors, such as Native American tribes, solve their unique investment challenges.

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