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.
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
Focused on Goals
Our process begins by understanding each client’s unique needs and objectives.
We build portfolios tailored to each client’s particular investment needs, restrictions, and values.
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.
Markets evolve, and portfolios need to adjust accordingly to generate superior returns.
While markets are ever-changing, we believe patient investors can capitalize on proven long-term trends.
Our strategy, manager research, and portfolio management teams work closely together to confirm that our best thinking is reflected in each investment decision.
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.
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.
When creating solutions for our clients, we utilize goals-based investment approach. For more information, please watch this video.
Learn more about Enterprise Investment Risk Management.
Our integrated and outsourced investment services can provide extensive benefits to your organization:
We provide plan sponsors with discretionary investment management and administrative solutions for their defined benefit plans.
Our framework takes into consideration your plan objectives, risk tolerance, pension plan design, investment guidelines and constraints. We believe these are characteristics that are critical to the formulation of a plan's ongoing investment strategy.
Our team of defined benefit specialists stands for:
We have performed asset servicing for institutional clients for more than 160 years and have nearly 200 professionals that directly support our client accounts. Asset servicing includes custody, directed trustee, escrow agent, and subaccounting.
PNC’s Head of Responsible Investing answers your questions about the U.N. climate summit – and how climate change could impact your investments.
6 min read
In this article, we discuss how the increase of wealth and economic inequality impact financial decisions made through mega donations.
5 min read
Pensions & Investments interviews Chris McGoldrick, Managing Director of OCIO Solutions, on trends in the OCIO model.
4:43 min video
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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