OCIO (Outsourced Chief Investment Officer) Services
Committed to Exceeding the Complex Demands of Institutional Investors
Contact UsWhat 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.
Approach to Investing
Focus
The first step is understanding each client’s specific needs and objectives.
Flexible
Each portfolio is custom built and tailored to each client’s unique investment needs, restrictions, and values.
Optimal
The right combination of robust, quantitative analyses and deep, qualitative research enables the creation of the optimal solution for each client.
Approach to Markets
Dynamic
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.
Value-Oriented
Helping clients receive the best value means identifying undervalued or mispriced investment options.
Approach to Constructing Portfolios
Integrated
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.
Transparent
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:
OCIO Services
Our integrated and outsourced investment services can provide extensive benefits to your organization:
- Comprehensive portfolio analysis, Investment Policy Statement (IPS) consulting and ongoing review
- Global research team tapped into vast third-party data resources
- Institutional-level access to active and passive strategies across equities, fixed income, non-traditional
assets and alternatives - Stringent and repeatable investment and manager selection processes for our approved platform
- Multi-level risk management
- Shared fiduciary accountability
- Cost and internal resourcing efficiencies for your organization
- Customized client dashboard and educational support
Pension Management
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:
- Trusted relationships and integrity
- Flawless execution
- Specialized capabilities
- Actionable insight
- Holistic approach including consultants, investment committees & board of directors
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
Manage Assets
If They Build It, Will Investors Come?
Investors are turning to infrastructure for their portfolios in order to see longer-term return potential and add responsible investing.
2 min read
Financial Markets
Global Market Snapshot - February 2021
The Global Market Snapshot provides a quick tour around the world, highlighting key economic and market-moving news, featuring actionable insights for all investors.
9 min read
Important Legal Disclosures & Information
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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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