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.
Markets can be inefficient, and investment opportunities are ever changing. A thorough understanding of the past, combined with rigorous analysis of the present offers insight into the most probable path forward.
Learn more about PNC’s Investment Process
The first step is understanding each client’s specific needs and objectives.
Each portfolio is custom built and tailored to each client’s unique investment needs, restrictions, and values.
The right combination of robust, quantitative analyses and deep, qualitative research enables the creation of the optimal solution for each client.
Client portfolios adjust as markets evolve to generate superior, risk-adjusted returns.
Being a patient investor lends to capitalizing on long-term trends even as markets evolve.
Helping clients receive the best value means identifying undervalued or mispriced investment options.
Validating that clients receive our best thinking through every investment decision, the strategy, manager research and portfolio management teams work closely together.
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.
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.
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.
Manage Nonprofit Enterprises
PNC Institutional Asset Management® developed the donor-advised fund portfolios based on a wide range of DAF investor investment goals and objectives.
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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.
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Exploring the benefits of optimizing an operational liquidity strategy for your healthcare organization in a challenging rate environment.
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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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