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

Markets can be inefficient, and investment opportunities are ever changing. A thorough understanding of the past, combined with rigorous analysis of the present offers insight into the most probable path forward.

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Learn more about PNC’s Investment Process

Approach to Investing

The first step is understanding each client’s specific needs and objectives.

Each portfolio is custom built and tailored to each client’s unique investment needs, restrictions, and values.

The right combination of robust, quantitative analyses and deep, qualitative research enables the creation of the optimal solution for each client.

Approach to Markets

Client portfolios adjust as markets evolve to generate superior, risk-adjusted returns.

Long-Term View
Being a patient investor lends to capitalizing on long-term trends even as markets evolve.

Helping clients receive the best value means identifying undervalued or mispriced investment options.

Approach to Constructing Portfolios

Validating that clients receive our best thinking through every investment decision, the strategy, manager research and portfolio management teams work closely together.

Open Architecture
Clients can benefit from both active and passive managers, we believe that skilled active managers exist and that in certain times and sectors passive managers are optimal.

Clients need to invest with knowledge of what and why they own to have a greater conviction in their portfolio. A stronger conviction typically means staying the course when markets are stressed, which leads to better results. So that you have confidence in what you own, we strive to be clear and set expectations upfront.

Eyes on Risk
Shortfall, volatility, unintended exposure, liquidity and operational are just some of the risks clients worry about. To ease clients’ concerns, we employ a rigorous risk management framework to monitor and minimize risk and maximize the probability of reaching clients’ 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


Manage Nonprofit Enterprises

A Guide to the Donor-Advised Fund Portfolios

PNC Institutional Asset Management® developed the donor-advised fund portfolios based on a wide range of DAF investor investment goals and objectives.

12 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 Assets

Healthcare Liquidity Management Strategy: Four Key Considerations

Exploring the benefits of optimizing an operational liquidity strategy for your healthcare organization in a challenging rate environment.

9 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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