OCIO (Outsourced Chief Investment Officer) Services
Committed to Exceeding the Complex Demands of Institutional Investors
ContactarJoin PNC at the 2021 Evolution of OCIO conference
Attend this conference to learn more about the ‘why’ and the ‘how’ of the OCIO model and best practices on how to implement, evaluate, benchmark, and evolve for better outcomes. Hear from PNC industry leaders and other speakers.
What is OCIO?
An Outsourced Chief Investment Officer (OCIO) model enables an organization to delegate responsibility for the day-to-day management of its investment program. Específicamente, implica cambiar la responsabilidad de inversión discrecional de algunas o todas las funciones de inversión del propietario de los activos a un asesor de inversiones.
Who We Work With
Providing Custom Solutions to Institutional Investors
for 75+ Years.
Let our 378 professionals across 19 states and in the District of Columbia[1] guide you.
Nuestro enfoque
Investment Philosophy & Core Beliefs
We believe markets can be inefficient and investment opportunities are ever changing. A thorough understanding of the past, combined with rigorous analysis of the present, gives us insight into the most probable future outcomes.
Watch now to learn more about PNC’s Investment Process
How We Invest
Focused on Goals
Our process begins by understanding each client’s unique needs and objectives.
Flexible
We build portfolios tailored to each client’s particular investment needs, restrictions, and values.
Deep Analysis
Robust quantitative analyses combined with strong qualitative research can generate meaningful insight not attainable by either method on its own, so we employ both to help derive the most optimal portfolio solutions for our clients.
Our Approach to Markets
Dynamic
Markets evolve, and portfolios need to adjust accordingly to generate superior returns.
Long-Term View
While markets are ever-changing, we believe patient investors can capitalize on proven long-term trends.
Value-Oriented
We seek to identify investment opportunities that are undervalued and/or mispriced by the market.
How We Construct Portfolios
Integrated
Our strategy, manager research, and portfolio management teams work closely together to confirm that our best thinking is reflected in each investment decision.
Open Architecture
Our skilled due diligence team seeks opportunities in active and passive vehicles wherever they may be found – including investments offered by third parties, as well as targeted/customized in-house solutions where applicable.
Transparente
Investors who know what they own and why they own it generally have greater conviction in their portfolios and get better results because they stay the course when markets are stressed.
We strive to be clear and set expectations up front so that investors have confidence in what they own.
Always with an Eye on Risk
There are many risks to worry about when investing: shortfall, volatility, unintended exposure, liquidity, and operational risks.
We employ a rigorous risk management framework monitoring all of these risks to help maximize the probability of reaching your goals.
Enterprise Investment Risk Management
When creating solutions for our clients, we utilize goals-based investment approach. For more information, please watch this video.
Learn more about Enterprise Investment Risk Management.
We're Globally Recognized for our Services:
OCIO Services
Our integrated and outsourced investment services can provide extensive benefits to your organization:
- Comprehensive portfolio analysis, Investment Policy Statement (IPS) consulting and ongoing review
- Global research team tapped into vast third-party data resources
- Institutional-level access to active and passive strategies across equities, fixed income, non-traditional
assets and alternatives - Stringent and repeatable investment and manager selection processes for our approved platform
- Multi-level risk management
- Shared fiduciary accountability
- Cost and internal resourcing efficiencies for your organization
- Customized client dashboard and educational support
Administración de pensiones
We provide plan sponsors with discretionary investment management and administrative solutions for their defined benefit plans.
Our framework takes into consideration your plan objectives, risk tolerance, pension plan design, investment guidelines and constraints. We believe these are characteristics that are critical to the formulation of a plan's ongoing investment strategy.
Our team of defined benefit specialists stands for:
- Trusted relationships and integrity
- Flawless execution
- Specialized capabilities
- Actionable insight
- Holistic approach including consultants, investment committees & board of directors
Private Pensions »
Perspectivas
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.
Lectura de 2 minutos
Administrar activos
Las cinco “C” de la administración de pensiones
Discutiremos cómo la estructura de las “5 C” puede ayudar a los patrocinadores de los planes a determinar si un proveedor de inversiones satisface las necesidades de su plan de beneficios definidos.
Lectura de 3 minutos
Administrar activos
Beneficios de un enfoque centrado en los pasivos para los planes de pensión de múltiples empleadores
Un enfoque centrado en los pasivos para gestionar la asistencia financiera especial de la Ley del Plan de Rescate Estadounidense puede ayudar a mantener la salud del plan de pensión.
Lectura de 5 minutos
Declaraciones y divulgaciones legales importantes
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Al 31 de diciembre de 2020
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 no proporciona asesoría legal, fiscal ni contable, a menos que, con respecto a la asesoría fiscal, PNC Bank haya firmado un acuerdo de servicios fiscales por escrito. PNC Bank no está registrado como asesor municipal en virtud de la Ley de Reforma de Wall Street y de Protección al Consumidor Dodd-Frank.
“PNC Institutional Asset Management” es una marca registrada de The PNC Financial Services Group, Inc.
Inversiones: no aseguradas por la FDIC. Sin garantía bancaria. Pueden perder valor.
BBVA es una marca registrada de BBVA, S.A. y es usada bajo licencia.
Lee un resumen de los derechos de privacidad de los residentes de California que describe los tipos de información que recabamos, y cómo y por qué utilizamos dicha información.
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