Customized Investment Solutions for Healthcare Organizations
Overview
Integrated teams delivering customized cash, operating liquidity, and long-term portfolio solutions.
Our dedicated professionals can help you optimize short-term liquidity and reserve assets, balance overall risk management with investment opportunities, minimize volatility of pension plan funded status, align your organization’s investment strategy to your mission, and more.
The PNC Difference
With our vast resources and in-depth knowledge of an array of healthcare fields, PNC is positioned to offer powerful solutions that meet your unique needs.
Our Solutions
- OCIO Solutions
- Retirement Plan Solutions
- Asset Servicing
- Liquidity & Fixed Income Management
Goals-Focused
We help you achieve and maintain organizational financial health through a comprehensive four-step process that identifies your goals and projections, analyzes enterprise risk, builds a custom investment strategy, and implements the solution and monitors key metrics.
Analytics-Driven
Our sophisticated suite of analytical and evaluative investment tools is specifically tailored to meet the unique needs of healthcare organizations. We deliver access to original research on financial markets and the trends and issues affecting these segments to help you make informed investment decisions.
Flexible
By building a true relationship, our professionals are able to act quickly in response to changes in your goals, the healthcare industry and the investing environment.
Dynamic
Our solutions are engineered by integrated teams of talented specialists working in unison, including Investment Strategy, Investment Advisor Research, Portfolio Construction and Management, the Portfolio Analytics Group and the Risk Management Team.
Supported by Enterprise Financial Modeling (EFM)
For organizations with $50 million or more in assets, our EFM framework helps leadership better understand an organization’s ability to tolerate investment risk. Fulfilling your mission, keeping risk in check, maintaining healthy financials, and using your assets to help achieve these outcomes - is completing all of these tasks possible against a backdrop of change, uncertainty, and volatility?
In our view, the answer is yes, with an analytical and enterprise approach. We increasingly see institutional investors implement a goals‐based analytical framework for managing their assets and liabilities en route to achieving their organizations' objectives.
Defined Contribution Services
PNC helps to improve employee outcomes while answering your primary concerns as plan fiduciary. Our professionals provide:
- Comprehensive design and investment oversight
- Value-added fiduciary support
Employee Education Services
Our comprehensive suite of resources is designed to deliver measurable results for your organization by helping to meet the diverse retirement and investment education needs of your workforce.
Pension Management Services
Our liability-centric approach can help your organization to mitigate risk associated with defined benefit pension plan(s) and lead to better outcomes.
Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, we offer clients the ability to craft separately managed fixed-income accounts that are tailored to your unique objectives. PCA’s solutions-based approach helps you benefit from the discipline and risk-focused advice of an experienced team that provides:
- Liquidity solutions — Pursue yield and return goals while also managing the cadence of cash flows.
- Custom solutions — Solutions tailored to specific client needs and objectives.
- Broad market portfolios — Traditional fixed income strategies with benchmark-based objectives for total return.
Custody Services
With an up-to-date understanding of changing government regulations, we deliver comprehensive custody solutions to support the safekeeping of plan assets, including security settlement, portfolio administration and pension payment services.
Sub-accounting for Nonprofit Healthcare Organizations
PNC Institutional Asset Management’s comprehensive platform can help you manage multiple pooled investment accounts and reduce investment and administrative costs by efficiently delivering clear, concise and customized sub-accounting information.
Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, we offer clients the ability to craft separately managed fixed-income accounts that are tailored to your unique objectives. PCA’s solutions-based approach helps you benefit from the discipline and risk-focused advice of an experienced team that provides:
- Liquidity solutions — Pursue yield and return goals while also managing the cadence of cash flows.
- Custom solutions — Solutions tailored to specific client needs and objectives.
- Broad market portfolios — Traditional fixed income strategies with benchmark-based objectives for total return.
Responsible Investing
Not only can we help you achieve your investment goals, we aim to do so in a way that reflects your organization’s values and helps you make a positive difference in your community and the world. That’s why we utilize a responsible investing (RI) strategy that aligns with issues that are important to you, including environmental, social and governance (ESG) issues, that:
- Avoid harm by excluding or restricting certain portfolio exposures that conflict with your mission and values
- Benefit stakeholders that support certain values or causes by assessing and engaging on ESG factors
- Contribute to solutions by defining goals around a specific ESG problem and allocating capital toward that objective
Ideas, Insights & Solutions
Make informed decisions and maximize your business with perspectives on leading financial issues from PNC professionals.
Gain Market Insight
Municipal Market Quarterly Review - Third Quarter 2024
Falling interest rates drove municipal bond price appreciation as the Federal Reserve lowered the fed funds rate in September.
Manage Assets
Pension Market Review – Third Quarter 2024
PNC Institutional Asset Management provides pension market insights and summaries for the third quarter of 2024.
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.
Related Resources
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