Investment Solutions
for Corporations

Learn about PNC’s full suite of institutional investment solutions for corporations, including OCIO, liquidity and fixed income solutions,
and a variety of ancillary services for
retirement plans, captive insurance trusts,
and other corporate assets.

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Tailored Investment Solutions for Corporations

    With PNC, you have access to powerful tools and insights to help you achieve your goals. In today’s constantly changing and complex environment, corporations are facing a unique set of challenges.

     

  • Managing investments and meeting fiduciary obligations — while balancing risk with available opportunities — is increasingly time and labor intensive. 
  • Recruiting, engaging, and retaining employees requires vigilant and effective management of defined benefit and defined contribution retirement plans. 
  • Persistently low interest rates hinder the ability to maximize short-term liquidity and reserve assets. 
  • Managing corporate foundations and other assets designated to impact communities and causes requires a combination of investment and nonprofit expertise.  

Specialized Investment Capabilities and Services

PNC Institutional Asset Management® offers a range of specialized investment capabilities and services for corporate asset pools, including:

  • Short and long-term balance sheet assets
  • Defined benefit plans 
  • Defined contribution plans 
  • Voluntary employee beneficiary association (VEBA) plans
  • Corporate foundations 
  • Captive insurance trusts
  • With PNC, these solutions are delivered through a single point of contact. Your dedicated investment advisor serves as your institutional relationship manager and works with a full team of specialists who bring a holistic perspective to your unique situation. Our solutions are unbiased, consultative and tailored to your specific needs to deliver results.

    More than an asset manager, PNC Institutional Asset Management is also your connection to the comprehensive services of PNC Bank, allowing us to serve as your custodian, trustee, lender, treasury manager, deposit bank and more.

    Outsourced Chief Investment Officer (OCIO) Services for Corporations

    From dynamic portfolio analysis to socially responsible investing, PNC’s OCIO team can help you improve decision-making and gain greater financial stability through our proven approach.

    Goals-Focused

    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.

    Analytics-Driven

    We tailor our sophisticated suite of analytical and evaluative tools to align with the unique needs of corporations. 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.

    Flexible

    By building a true relationship, our professionals can act quickly in response to changes in your goals and the regulatory and investing environment.

     

    Dynamic

    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.

    top 20 OCIO managers award ribbon

    Outsourced Chief Investment Officer (OCIO)

    Providing custom solutions to institutional investors for 75+ years.

    Learn More »

    Retirement Plan Solutions for Corporations

    Our extensive retirement plan experience can improve employee satisfaction while helping your corporation fulfill its fiduciary responsibilities.

    Defined Contribution Plan Solutions

    Our Fiduciary Investment Services assist plan sponsors with meeting the multitude of investment and regulatory requirements associated with 401(k), 403(b), and other participant-directed plans. Serving as either a 3(21) nondiscretionary investment advisor or a 3(38) discretionary investment manager in a fiduciary capacity, our experienced professionals provide:

    • Comprehensive investment selection and monitoring assistance
    • Value-added fiduciary support, education, and plan design consultation
    • Recordkeeper search capabilities

    Employee Education Solutions for Defined Contribution Plans

    The retirement benefits you offer have a direct impact on recruiting and retaining top talent — and on your employees’ financial wellness. That’s why we offer Employee Education Solutions as a supplement to our Fiduciary Investment Services —to provide robust resources to meet the diverse needs of your workforce and deliver measurable results for your organization. Through our customized education solutions, PNC can help your employees get the most from their plans and achieve their retirement savings goals.


    Defined Benefit Plan Solutions

    Our liability-centric approach to pension management provides you with the opportunity to implement de-risking strategies to address the volatility of your pension funds. Trustee, custody and pension payment services complement our open-architecture OCIO investment management solution.

    Learn More about Our Retirement Plan Solutions»


    Liquidity and Fixed Income Management for Corporations

    Our suite of fixed income solutions is designed to help you reach your investment goals related to liquidity management, portfolio risk optimization and total return. We craft separately managed fixed income accounts tailored to your unique objectives through PNC Capital Advisors, LLC (PCA) — a registered investment advisor and wholly owned subsidiary of PNC Bank.

    Rather than a product-based approach, PCA takes a solutions-based perspective. Our clients benefit from the discipline and risk-focused advice of an experienced team delivering:


        •  Liquidity solutions for pursuing yield and return goals while also managing the cadence of cash flows.

        •  Custom solutions that are tailored to your organization’s specific needs and objectives.

        •  Broad market portfolios that utilize traditional fixed income strategies and benchmark-based
           objectives for total return.

       

    Learn more about our Fixed Income Solutions»

    Trustee and Custody Services for Corporations

    With an extensive understanding of changing government regulations, PNC delivers comprehensive trustee and custody solutions to support the safekeeping of corporate and retirement plan assets, all through a single point of contact. And with our advanced I-Hub system, you have 24-hour online access to transaction processing and account information, including all custody data.

     

    Learn more about our Trustee and Custody Services»

    Corporate Responsibility: An Unwavering Commitment to Our Customers, Employees and Communities

    We believe that our company should serve a greater purpose. That’s why we’re committed to the success of our employees, customers, and the communities we serve. We strive to minimize our impact on the environment. And we hold ourselves to the highest standards of governance and risk management.

    For our customers, our promise is to keep your goals at the center of everything we do. That’s why PNC Institutional Asset Management takes a solutions-based, consultative approach to investments. Rather than trying to sell a product, we start by working to understand your company’s unique needs, and asking “What do you need your assets to do?” Then we explore solutions to meet that goal through a strategic approach to risk that protects our customers and their stakeholders.

    We do all of this through strong, local leadership, collaboration with important local organizations, and by maintaining an active presence in the local community.

    class="thin-heading-white">Learn more about our commitment»

    Insights

    Manage Assets

    Plan Sponsors React to “The Great Resignation”

    Retirement plans used as tools to attract and retain employees.

    2:30 min video

    Manage Nonprofit Enterprises

    Nonprofit Flash Update: Inflation

    In this flash update, we discuss the impact inflation has on income streams and expenses, and ways nonprofits can potentially mitigate the effects.

    3 min read

    Manage Assets

    Video: DC Plan Perspectives Webinar – Cybersecurity

    PNC Institutional Asset Management and Morgan Lewis discuss the latest retirement industry developments related to cybersecurity.

    7:17 min video

    Contact PNC Institutional Asset Management

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    Important Legal Disclosures & Information

    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.

    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.