OCIO (Outsourced Chief Investment Officer) Services
Committed to Exceeding the Complex Demands of Institutional Investors
Contact UsJoin PNC at the 2021 Evolution of OCIO conference
Attend this conference to learn more about the ‘why’ and the ‘how’ of the OCIO model and best practices on how to implement, evaluate, benchmark, and evolve for better outcomes. Hear from PNC industry leaders and other speakers.
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
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
How We Invest
Focused on Goals
Our process begins by understanding each client’s unique needs and objectives.
Flexible
We 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 most optimal portfolio solutions for our clients.
Our Approach to Markets
Dynamic
Markets evolve, and portfolios need to adjust accordingly to generate superior 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 confirm that our best thinking is reflected in each investment decision.
Open Architecture
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.
Transparent
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.
Enterprise Investment Risk Management
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.
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
Private Pensions »
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
The Five C’s of Pension Management
We will discuss how the “5 C’s” Framework can help plan sponsors determine if an investment provider suits the needs of their defined benefit plan.
3 min read
Manage Assets
Benefits of a Liability-Centric Approach for Multiemployer Pension Plans
A liability-centric approach to managing special financial assistance from the American Rescue Plan Act can help maintain pension plan health.
5 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.
BBVA is a registered trademark of BBVA, S.A. and is used under license.
Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.
