OCIO (Outsourced Chief Investment Officer) Solutions


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 477 professionals across 25 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 possible 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 seek to 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 preferred portfolio solutions for our clients.

Our Approach to Markets

Dynamic
Markets evolve and portfolios need to adjust accordingly to generate competitive 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 incorporate our best thinking in investment decisions.

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

Transparent

Investors who know what they own and why they own it have greater conviction in their portfolios and tend to 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 enhance the probability of reaching your goals.


Enterprise Financial Modeling

Enterprise financial modeling integrates financial decisions with investment decisions in a holistic way that leads to improved outcomes for institutions.

Learn more about Enterprise Financial Modeling.

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

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

Financial Markets

Global Market Snapshot - September 2022

The Global Market Snapshot provides a quick tour around the world, highlighting key economic and market-moving news, featuring actionable insights for all investors.

7 min read

Manage Nonprofit Enterprises

Raising Additional Capital: Flash Update

In this flash update, we discuss recent trends we’ve seen in nonprofit organizations looking to raise additional capital.

3 min read

Let's Talk

Work with us today. For more information, please contact:  


Chris McGoldrick


Managing Director of OCIO Solutions

Contact PNC Institutional Asset Management

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Important Legal Disclosures & Information

  1. As of December 31, 2021

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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