PNC Institutional Asset Management®
Bringing you custom investment solutions and tailored ideas
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Delivering Unbiased, Customized and Consultative Investment Solutions to Help Lighten Your Load
As the challenges confronting institutional investors continue to grow, many organizations are seeking better ways to achieve their investment objectives while controlling risk and managing costs.
Through our comprehensive, disciplined process, we work to understand our clients’ investment goals to help construct a tailored solution unique to the needs of their organization.
Director de inversiones subcontratado
We leverage our industry knowledge and experience to provide investment fiduciaries with Outsourced Chief Investment Officer solutions designed to address the complex portfolio and risk management challenges that many institutional investors face.
As a full-service discretionary asset manager, we offer a wide range of investment advisory services. We employ a disciplined, repeatable investment approach to craft tailored investment solutions based on our clients’ unique objectives.
Liquidity & Fixed Income Management
Fixed income solutions for investment portfolio risk optimization, total return and liquidity management.
Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, we offer clients fixed income separately managed accounts that can be adapted to their unique objectives. PCA employs a solutions-based perspective — different from the typical product-based approach — so clients may benefit from a tailored portfolio that leverages the team’s disciplined, risk-focused expertise.
- Broad Market Solutions: Strategies with total return objectives oriented toward standard fixed income benchmarks
- Specialized Solutions: Customized solutions tailored to specific corporate and institutional business needs and investment goals
- Liquidity Solutions: Strategies that pursue yield and return goals while also managing cash flows
Soluciones de planes de jubilación
If your organization is seeking ways to minimize the risk and fiduciary responsibility associated with retirement benefits, we can help.
We offer a variety of defined contribution and defined benefit plan solutions:
- Develop and execute a financial plan for your defined benefit pension plan
- Take fiduciary responsibility for the selection and monitoring of your participant-directed defined contribution plan's investment lineup
- Cargos y servicios de referencia relacionados con tu plan de jubilación
- Provide employees in defined contribution plans with effective retirement, investment, and financial wellness education
- Customizable employee financial wellness solutions provided as part of the PNC Organizational Financial Wellness Program.
Gestión de activos
Whether you need directed trustee, custody, sub-accounting, pension payment services, or more, PNC Institutional Asset Management® can help.
Servicios de custodia
Our custody team brings in-depth knowledge and the technology to provide security settlement, portfolio administration, and pension payment services supporting clients and consultants.
Sub-accounting Services
We offer nonprofit institutions and donors a comprehensive platform that can help manage multiple pooled investment accounts. Our platform provides customized sub-accounting information designed to reduce our clients’ investment and administrative costs.
The PNC Difference
Actionable insights and solutions designed to address client-specific needs
Experiencia en la industria
Our industry experience is delivered through specialists who provide thought leadership and market insights for distinct institutional client segments.
Disciplined Research
Our well-defined, disciplined research and due diligence process for our approved investment platform is complemented by an open-architecture approach.
Analytical Process
Our analytical process takes into consideration cash requirements, capital markets forecasts, and portfolio risk management and is designed to provide an optimized portfolio solution.
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Corporate Clients
Corporations serve many stakeholders, including their employees, clients, and investors, as well as the communities within which they operate.
Many also face a rapidly shifting competitive landscape that is being reshaped by technology, geopolitical developments, or other outside forces.
Given this demanding environment, we believe corporate clients benefit from our consultative approach to defining their investment solutions for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, corporate foundations, and more.
Entidades sin fines de lucro
Nonprofits are focused on executing their mission and need an investment advisor that understands and prioritizes their goals and operates within their risk tolerance guidelines.
They are also faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.
We work with our Nonprofit clients to understand their specific investment, operational, distribution, and capital preservation goals. We seek to tailor an investment solution for foundations/endowments, employee retirement plans, and operating assets that aligns with their mission.
Compañías de seguros
Insurers are routinely faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.
We leverage the cumulative industry experience and insights of our team to craft tailored investment solutions that incorporate regulatory and risk constraints specific to our insurance clients.
Additionally, we offer regulatory reporting capabilities to ease our clients’ administrative burden.
Atención médica
Healthcare organizations face myriad challenges, including operating margin pressure, an evolving regulatory environment, and industry consolidation, which heightens the need for these organizations to balance prudent risk management with investment goals.
Given this demanding environment, we believe healthcare clients benefit from our consultative approach to defining their investment solution for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, foundations, and more.
Fondos públicos
State and local governments rely on taxpayer funding for the maintenance and betterment of their communities. Many public funds also support the pensions of government employees.
Volatile financial markets, current low interest rates, and regulatory hurdles all influence public funds’ investment and operating strategies.
Our Public Funds clients not only benefit from our range of investment solutions, including Outsourced CIO and pension plan solutions, among others, but they also gain an investment advisor that often has direct experience in their particular market, due to our geographic footprint and local client service model.
Taft-Hartley
Our Taft-Hartley Act clients have complex investment considerations. Many face large plan funding gaps that are exacerbated by the current low interest rate environment. Unique regulatory requirements and moderate risk tolerances also create hurdles to achieving desired investment goals.
Our Taft-Hartley solutions can play several roles for defined benefit and member annuity/savings plans. Among the many options, our solutions can help de-risk a plan’s portfolio to protect and improve funded status, generate income to pay current and future pension obligations, and/or support the glide path to full funding.
Native American Tribes
PNC Bank, National Association (PNC), has provided banking and investment services to Native American tribes for more than 30 years and has an established team of specialists committed to meeting the needs of tribes. PNC has provided more than $4 billion in bank financing and worked with more than 100 tribes located throughout the country to help solve their financial needs.
Within PNC, PNC Institutional Asset Management® (PNC IAM) invests in specialized resources, human capital, and the technology needed to help institutional investors, such as Native American tribes, solve their unique investment challenges.
Perspectivas
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 ayudar a cultivar un exitoso programa de donaciones planificadas
El panorama del programa de donaciones planificadas está compuesto por una extraordinaria variedad de misiones, tamaños y filosofías. Si bien no hay respuestas tipo para el éxito, los programas bien operados comparten numerosos elementos comunes.
Lectura de 8 minutos
Administrar empresas sin fines de lucro
Comenzando un legado
Programas de planificación, implementación y mantenimiento de legado para ayudar a lograr el éxito a largo plazo.
Lectura de 9 minutos
Información y divulgaciones legales importantes
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Datos al 31/03/2024. Assets under management (AUM) represents assets managed by PNC Bank, National Association (“PNC Bank”) and PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank. Assets under administration (AUA) represents assets custodied at PNC Bank that are not otherwise included in AUM.
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.
