Servicios de custodia
We demonstrate flexibility and are equipped to deliver services to our clients when they need them most.
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
Clients have 24-hour online access to account reporting and account processing through I-Hub at no additional charge. 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. Clients initiate and manage cash transactions and benefit payments through the system. 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.
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.
Trabaja con nosotros hoy mismo
Para obtener más información, comunícate con:
Alexis Lundeen
Director, Asset Servicing
PNC Institutional Asset Management®
alexis.lundeen@pnc.com
También puedes comunicarte con tu representante de PNC, o llenar un formulario sencillo y nos comunicaremos contigo.
Soluciones subcontratadas de director de inversiones (OCIO, por sus siglas en inglés)
Providing custom solutions to institutional investors for 75+ years
Más información »
Thought Leadership & Insights
Administrar activos
Lidiando con los desafíos de hoy en día con soluciones de inversión subcontratadas
Muchos inversionistas institucionales están buscando mejores formas de alcanzar sus objetivos de inversión mientras controlan el riesgo y manejan los costos.
Lectura de 6 minutos
Administrar activos
Cómo emprender un enfoque proactivo ante los desafíos de realizar inversiones en seguros
Las aseguradoras pueden ayudar a impulsar el desempeño de la inversión al revisar factores internos críticos y sopesar los costos y beneficios de utilizar gerentes externos.
Lectura de 4 minutos
Administrar activos
Planificación benéfica e inversión responsable
El principio de responsabilidad puede ser un motivador importante en la planificación estratégica, y con rendimientos más fuertes que demuestran una productividad eficaz; las fundaciones benéficas exploran el potencial de adoptar la inversión responsable.
Lectura de 4 minutos
Información y divulgaciones legales importantes
The PNC Financial Services Group, Inc. (“PNC”) usa el nombre comercial PNC Institutional Asset Management® para las diversas inversiones institucionales discrecionales y no discrecionales, fideicomiso, custodia, consultoría y servicios relacionados provistos por PNC Bank, National Association (“PNC Bank”), el cual es un Miembro FDIC, y actividades de administración de inversiones realizadas por PNC Capital Advisors, LLC, un asesor de inversiones registrado en la SEC y una subsidiaria de propiedad absoluta de PNC Bank. PNC no proporciona asesoría legal, fiscal ni contable, a menos que, con respecto a la asesoría fiscal, PNC Bank haya firmado un contrato de servicios fiscales por escrito. PNC Bank no está registrado como asesor municipal en virtud de la Ley de Reforma de Wall Street y Protección al Consumidor Dodd-Frank.
“PNC Institutional Asset Management” es una marca registrada de The PNC Financial Services Group, Inc.
Inversiones: No están aseguradas por la FDIC. No están garantizadas por el banco. Podrían perder valor.
Lea un resumen de los derechos de privacidad para residentes de California, el cual describe los tipos de información que recabamos, así como la manera en que utilizamos dicha información y el motivo por el cual la utilizamos.
