OCIO (Outsourced Chief Investment Officer) Services


Committed to Exceeding the Complex Demands of Institutional Investors

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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.

We're Globally Recognized for our Services:

top 20 OCIO managers award ribbon 

top 20 OCIO managers award ribbon



Specialized Services & Offerings

Our Solutions for Institutional Investors

Perspectivas

Administrar activos

Reunámonos hoy mismo: consideraciones en cuestiones climáticas para los inversionistas después de la COP26

El jefe de inversión responsable de PNC contesta tus preguntas referentes a la cumbre climática de las Naciones Unidas, y nos dice cómo el cambio climático podría afectar tus inversiones.

Lectura de 6 minutos

Administrar activos

Cómo prepararse para las mega donaciones

En este artículo, analizamos cómo el aumento de la riqueza y la desigualdad económica impactan las decisiones financieras hechas a través de mega donaciones.

Lectura de 5 minutos

Administrar activos

Entrevista en video: Tendencias de OCIO

El área de pensiones e inversiones entrevista a Chris McGoldrick, director general de OCIO Solutions, sobre las tendencias del modelo OCIO.

Video de 4:43 minutos

Contact PNC Institutional Asset Management

Thank you for your interest in our OCIO and Outsourced Investment Services.

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Declaraciones y divulgaciones legales importantes

  1. 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.

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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