OCIO (Outsourced Chief Investment Officer) Solutions

Committed to Exceeding the Complex Demands of Institutional Investors

Who We Work With
Our Approach
Specialized Services & Offerings
Contact Us

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.

Corporations
Healthcare
Insurance
Nonprofit
Public Funds
Taft-Hartley

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.


Video: PNC Investment Process and Approach to OCIO Services Transcript

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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

  • Dynamic - 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.

Specialized Services & Offerings

Our Solutions for Institutional Investors

OCIO Solutions

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
Public Pensions
Private Pensions

Asset Servicing

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 sub-accounting.

Learn More

Insights

Make informed decisions and maximize your business with perspectives on leading financial issues from PNC professionals.

Manage Nonprofit Enterprises

Nonprofit Windfalls: Managing Transformative Gifts

Manage Your Windfall Wisely: Essential Tips & Strategies for Nonprofits

Gain Market Insight

PNC Outlook: Healthcare Industry Contends with Potential Federal Headwinds

In this mid-year outlook, PNC Healthcare examines how the outcomes from federal policy decisions are likely to shape the healthcare landscape.

Gain Market Insight

PNC Large Corporate and Middle Market Outlook: Contending with the Unknown

In this mid-year outlook, PNC Corporate Banking discusses how, even amid ongoing uncertainty, businesses can continue to plan for strategic growth.

View More Insights >>

Accolades[2]

Pensions & Investments Ranked OCIO manager by Foundation Assets 2024 #4 PNC
Pensions & Investments 2024 Top 20 OCIO Managers PNC

Let's Talk

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

Grant Duffield Managing Director of OCIO Solutions

Grant Duffield

Managing Director of OCIO Solutions

grant.duffield@pnc.com

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Contact PNC Institutional Asset Management

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