OCIO (Outsourced Chief Investment Officer) Services


Committed to Exceeding the Complex Demands of Institutional Investors

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What is OCIO?

An Outsourced Chief Investment Officer (OCIO) model enables an organization to delegate responsibility for the day-to-day management of its investment program. Specifically, it involves shifting discretionary investment responsibility for some or all investment functions from the asset owner to an investment advisor.

Who We Work With

Providing Custom Solutions to Institutional Investors
for 75+ Years.

Let our 378 professionals across 19 states and in the District of Columbia[1] guide you.

Our Approach

Investment Philosophy & Core Beliefs

We believe markets can be inefficient and investment opportunities are ever changing. A thorough understanding of the past, combined with rigorous analysis of the present, gives us insight into the most probable future outcomes.

 

Watch now to learn more about PNC’s Investment Process

 

How We Invest

Focused on Goals
Our process begins by understanding each client’s unique needs and objectives.

Flexible
We build portfolios tailored to each client’s particular investment needs, restrictions, and values.

Deep Analysis
Robust quantitative analyses combined with strong qualitative research can generate meaningful insight not attainable by either method on its own, so we employ both to help derive the most optimal portfolio solutions for our clients.

Our Approach to Markets

Dynamic
Markets evolve, and portfolios need to adjust accordingly to generate superior returns.

Long-Term View
While markets are ever-changing, we believe patient investors can capitalize on proven long-term trends.

Value-Oriented
We seek to identify investment opportunities that are undervalued and/or mispriced by the market.

How We Construct Portfolios

Integrated
Our strategy, manager research, and portfolio management teams work closely together to confirm that our best thinking is reflected in each investment decision.

Open Architecture
Our skilled due diligence team seeks opportunities in active and passive vehicles wherever they may be found – including investments offered by third parties, as well as targeted/customized in-house solutions where applicable.

Transparent

Investors who know what they own and why they own it generally have greater conviction in their portfolios and get better results because they stay the course when markets are stressed.

We strive to be clear and set expectations up front so that investors have confidence in what they own.

Always with an Eye on Risk
There are many risks to worry about when investing: shortfall, volatility, unintended exposure, liquidity, and operational risks.

We employ a rigorous risk management framework monitoring all of these risks to help maximize the probability of reaching your goals.

 

We're Globally Recognized for our Services:

top 20 OCIO managers award ribbon 

top 20 OCIO managers award ribbon



Specialized Services & Offerings

Our Solutions for Institutional Investors

Insights

Manage Nonprofit Enterprises

Ten Questions Donors Should Ask a Nonprofit before Giving

Donors want to give back and make an impact but avoid oversolicitation. Here are 10 questions donors might ask your nonprofit before making a donation.

6 min read

Financial Markets

Weekly Market Watch

PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.

2 min read

Manage Nonprofit Enterprises

Company-Sponsored Philanthropy as a Component of Corporate Strategy

Most companies view philanthropy as part of corporate strategy, and establishing a corporate foundation is one way to address company-sponsored philanthropy.

6 min read

Contact PNC Institutional Asset Management

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Important Legal Disclosures & Information

  1. As of December 31, 2020

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 Institutional Asset Management” is a registered mark of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

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