Institutional Asset Management

Helping you be prepared for today and tomorrow

 

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Advisory I-Hub | Retirement Directions | PNC Capital Advisors | PNC Funds

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What We Can Bring to Your Organization

In the face of today’s growing financial complexities, the decisions you make impact your organization and its employees in ways that matter more than ever. That’s why PNC combines large-scale resources with a personal commitment to make sure you’re ready for today, and tomorrow.

Our approach is proactive, nimble, highly responsive and includes:

Large-scale Resources

You will find that PNC delivers customized solutions with conviction and consistency. We offer access to cross-industry knowledge with proprietary insights and solutions.

Personal Commitment

We take the time to get to know your organization’s challenges and vision through an in-depth discovery process. We will simplify the complex nature of investing and work closely with you to find the right solution.

Types of Clients We Work With

  • Corporations of all sizes
  • Public Funds (Municipalities)
  • Nonprofit organizations
  • Endowments and foundations
  • Health care organizations
  • Unions
  • Insurance companies
  • Broker Dealers
  • Registered Investment Advisers
  • Consultants

Explore Our Offerings

Outsourced Chief Investment Officer/Advisory

Overview

We offer comprehensive discretionary investment management and administrative solutions designed to address complex portfolio, risk management and fiduciary challenges.

PNC will help you decide what investing structure and risk is appropriate for your organization and its unique needs:

  • Portfolio solutions include an analysis of cash requirements, capital markets forecasts and risk management
  • Incorporate well-defined, disciplined research and due diligence process with an open-architecture platform
  • Apply experience from National Practice Groups dedicated to each institutional client segment

Services Include:

  • Discretionary Investment Management
  • Outsourced Chief Investment Officer Solutions
  • Responsible Investing
  • Planned Giving Services
  • Pension Management Solutions
  • Trust and Custody Services

Learn More | Visit PNC Institutional Advisory Solutions »

Retirement Solutions

Overview

We offer bundled and unbundled defined contribution plan services to help you attract and retain highly-qualified employees, and minimize the administrative burden on your staff.

Services Include:

  • Bundled defined contribution plan services: directed trustee/custodian, recordkeeping, and administrative services, employee education, investments, and investment selection and monitoring (Fiduciary Investment Services).
  • Unbundled defined contribution plan services: investment selection and monitoring (Fiduciary Investment Services), and employee education.

Learn More | Visit PNC Retirement Solutions »

Asset Management

PNC Capital Advisors | Overview

Through PNC Capital Advisors, six investment teams manage a range of strategies structured according to asset class expertise:

  • Comprehensive investment strategies delivered by an accessible and responsive team
  • Utilize a disciplined approach, with strict adherence to a stated investment objective, that seek to provide competitive results over the course of a market cycle
  • Demonstrate a clearly articulated process, along with transparency and communication, that seeks to provide a high level of client service

PNC Capital Advisors Products & Solutions Include:

  • Domestic Equity Strategies
  • International Equity Strategies
  • Fixed Income Strategies
  • Municipal Strategies
  • Specialty Solutions: Environmental, Social, and Corporate Governance (ESG), Socially Responsible Investing (SRI)

Learn More | Visit PNC Capital Advisors


PNC Funds Overview

Through PNC Funds, we offer a diverse spectrum of funds for either direct investment or a defined contribution investment option (DCIO). Our family of funds includes domestic and international equity, taxable and tax-exempt, and money market funds.

Learn More | Visit PNC Funds

Banking Services

Overview

From structuring capital to treasury management products and services, we can help your organization prepare to grow nationally and internationally.

Our Corporate Banking team serves businesses with annual revenues that exceed $50 million. 
Learn More | PNC Corporate Banking Services »

We also have a Commercial Banking team that serves businesses with annual revenues between $5 million and $50 million.
Learn More | PNC Commercial Banking »

If your company's annual revenue is under $5 million, our Business Banking team is a great place to start.
Learn More | PNC Business Banking Services »

Looking for More Information?

Download a Fact Sheet About Our Services

 

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Important Legal Disclosures & Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for various discretionary and non-discretionary institutional investment activities conducted by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, a registered investment adviser (“PNC Capital Advisors”). PNC Bank uses the marketing names PNC Retirement Solutions® and Vested Interest® to provide defined contribution plan services and PNC Institutional Advisory Solutions® to provide discretionary investment management, trustee, and other related services. Standalone custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also provided through PNC Bank. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. 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 does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.

“Vested Interest,” “PNC Institutional Asset Management,” “PNC Retirement Solutions,” and “PNC Institutional Advisory Solutions” are registered service marks of The PNC Financial Services Group, Inc.

PNC Capital Advisors, LLC is an SEC-registered investment adviser, offering an array of investment strategies. Registration with the SEC does not imply any level of skill or training. PNC Capital Advisors, LLC is an indirect subsidiary of The PNC Financial Services Group, Inc. PNC Capital Advisor’s strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm’s Form ADV, which is available at https://pnccapitaladvisors.com.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value