Servicios de custodia

We demonstrate flexibility and are equipped to deliver services to our clients when they need them most.

Contáctenos

We are Committed to Your Organization

We are committed to forming long-lasting relationships with our clients and developing and enhancing solutions to meet their evolving needs. Amid growing consolidation in the institutional custody industry, our commitment is evidenced by more than 75 years of asset servicing and directed trustee experience and our ability to continually adjust and adapt to the growth and complexity in the financial markets.

We Offer a Comprehensive Solution to Meet Your Needs

  • A centralized service team to help provide a seamless interface with designated investment managers.
  • A single point of contact for account administration. Each client is assigned an experienced Institutional Trust Officer (ITO) who serves as the point person for coordinating day-to-day service delivery and responding timely to client requests.
  • An income posting policy where all income is posted on payable date.
  • Automated investment of cash in competitive sweep options.
  • Flexible information delivery, including online and hard copy reporting formats that can be tailored to meet specific client needs.
  • Processing of class action filings and corporation actions.
  • Continuing reinvestment in systems infrastructure.

We pride ourselves on providing a high level of customer service to our clients. Our Institutional Trust Officers (ITOs) have substantial experience in the securities processing and custody business and are supported by a centralized PNC Bank Asset Servicing Clearing Operations Group.

I-Hub: Secure online Access to Your Account 24/7

Our system provides instant access to all custody, accounting and securities transaction data, as well as the ability to create custom reports and download data reports. The system can also be set up to initiate and manage cash, trading, or benefits transactions for most account types. Approval flows for transactions are customizable and tailored to meet your organization’s needs with options such as dual approvals, submitter cannot approve own work, and approval limits.

Clients have 24-hour online access to account reporting and account processing through I-Hub at no additional charge.

Soluciones de administración de inversiones

In addition to our custody solutions, PNC Institutional Asset Management® (PNC IAM) can also help you build an investment strategy that targets your organization’s unique financial goals. Our process begins with getting to know your organization’s financial situation from the ground up. To help you set clear goals, we will thoroughly assess your income streams, return expectations, liquidity needs and other operational factors to establish the strategy that works best for your organization. Our innovative solutions help to create a long-lasting, rewarding relationship between your organization and PNC IAM.

Soluciones subcontratadas de director de inversiones (OCIO, por sus siglas en inglés)

Proporcionamos soluciones personalizadas para inversionistas institucionales desde hace más de 75 años.

Más información

Ideas, perspectivas y soluciones

Tome decisiones informadas y saque el máximo provecho de su empresa con perspectivas de los profesionales de PNC sobre los principales problemas financieros.

Obtener perspectivas sobre el mercado

Revisión trimestral del mercado municipal - Tercer trimestre de 2024

Las tasas de interés en baja impulsaron la valorización de precios de los bonos municipales mientras que la Reserva Federal redujo la tasa de fondos federales en septiembre.

Administrar activos

Revisión del mercado de pensiones - tercer trimestre de 2024

PNC Institutional Asset Management ofrece perspectivas y resúmenes sobre el mercado de pensiones para el tercer trimestre de 2024.

Mercados financieros

Observación del mercado semanal

La Observación del mercado semanal de PNC (PNC Weekly Market Watch) presenta un resumen de la actividad económica y del mercado de la semana anterior y fue diseñada para brindar la perspectiva de PNC con respecto a los acontecimientos tanto del mercado estadounidense como de los mercados internacionales.

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Recursos relacionados

SOLUCIONES

Gestión de activos institucionales

In the face of today's growing complexities, the decisions you make impact your organization and its employees in ways that matter more than ever. That's why PNC combines large-scale resources with a personal commitment to help you prepare for today and tomorrow.

Visit PNC Asset Servicing

SOLUCIONES

PNC Capital Advisors

At PNC Capital Advisors, our focus is on our clients. We are committed to understanding your organization and learning your priorities.

Visit the PNC Capital Advisors Site

SOLUCIONES

Defined Contribution Retirement Solutions

PNC Institutional Asset Management offers customized, flexible options to help your organization meet its fiduciary, investing and employee education needs.

Visit PNC Retirement Solutions

Trabaja con nosotros hoy mismo

Para obtener más información, por favor, comunícate con:

Alexis Lundeen

Director, Asset Servicing
PNC Institutional Asset Management®

alexis.lundeen@pnc.com

Comunícate con PNC Institutional Asset Management

Thank you for your interest in our trust, custody,
or sub-accounting services.

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