For insurance organizations today, managing investments that include multiple long-term asset pools that support a variety of product and distribution segments is more demanding than ever. Meeting performance expectations while minimizing risk and satisfying regulatory, corporate governance, and ratings-agency requirements is a constant challenge.
PNC Institutional Asset Management® delivers the proven insurance industry experience to help you achieve your investment goals so that you can focus on moving your organization forward.
Our dedicated professionals have built partnerships with the full range of insurance organizations, including:
Delivers up-to-date insight through proprietary research publications, white papers, market outlooks and topical market commentary. Factors in regulatory and investment policy considerations when recommending modifications.
Utilizes the asset allocation recommendations of Asset Management Group (AMG) to develop and manage institutional portfolios, and constructs and recommends derivatives-based approaches to implement strategic, tactical, or hedging strategies.
Provides third-party investment manager selection and monitoring services, with dedicated professionals to provide operational due diligence across traditional and alternative managers.
No two insurance portfolios are the same. Through close monitoring and deep conversation, we aim to discover the specific needs of your portfolio, define a custom approach, and to adapt our approach as your needs evolve.
Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, clients can craft separately managed fixed-income accounts that are tailored to their objectives.
Rather than using a product-based approach, PCA uses a solutions-based perspective, helping you benefit from the discipline and risk-focused advice of an experienced team that delivers:
From dynamic portfolio analysis to custom cash solutions, PNC’s OCIO team can help you improve decision-making and gain greater financial stability.
We use a disciplined, repeatable investment approach to craft tailored solutions based on your unique objectives. Additionally, our open architecture platform can help you achieve your investment goals while controlling risk and managing costs.
Our four-step process includes identifying your goals and projections, analyzing enterprise risk, building a custom investment strategy, and implementing the solution and monitoring key metrics.
We tailor our sophisticated suite of analytical and evaluative tools to align with the unique needs of insurance clients. Plus, PNC provides access to original research on financial markets and the trends and issues that affect them, all to help you make informed investment decisions.
By building a true relationship, our professionals are able to act quickly in response to changes in your goals and the regulatory and investing environment.
Our solutions are designed 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.
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 Enterprise Financial Modeling framework for managing their assets and liabilities en-route to achieving their organizations’ objectives.
With comprehensive custody solutions, we have the flexibility to deliver a variety of services — including the safekeeping of assets, pension payments and planned giving solutions — all through a single point of contact. And with our advanced I-Hub system, you have 24-hour online access to account information and processing, as well as instant access to all custody data.
For nearly three decades, PNC Sub-Accounting Advantage has helped to improve organizations’ investment management and recordkeeping. Our platform provides clear, concise and customized sub-accounting information efficiently, and it helps reduce investment and administrative costs.
Our proven retirement plan experience can help to improve member satisfaction while minimizing the risk and fiduciary responsibility on your organization.
Defined Contribution Services
Utilizing our comprehensive suite of solutions, PNC will customize a solution that’s designed to improve employee outcomes while answering your primary concerns as plan fiduciary. Our experienced professionals provide:
Our liability-centric approach to pension management provides you with the opportunity to implement de-risking strategies to address the volatility of pension plans.
In this paper, PNC breaks down our approach and key considerations for responsible investing asset manager evaluation and ESG characteristics.
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PNC Institutional Asset Management provides pension market insights and summaries for the second quarter of 2023.
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Explore strategies to protect an overfunded position.
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Insurance Solutions Group
PNC Institutional Asset Management
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.
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