Outsourced Chief Investment Officer (OCIO)
& Asset Servicing

Providing custom solutions to institutional investors for 65+ years

 

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Our Approach to Your Organization's Success

You are not alone on this journey.
Let our 387 professionals across 22 states and in the District of Columbia[1] guide you.

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.

Specialized Services & Offerings

Our solutions for institutional investors

OCIO Services

Overview | Outsourced Chief Investment Services (OCIO)

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

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Pension Management

Overview | Pension Management

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

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Asset Servicing

Overview | Asset Servicing

We have performed asset servicing for institutional clients for more than 160 years and have nearly 200 professionals that directly support our client accounts. Asset servicing includes custody, directed trustee, escrow agent, and subaccounting.

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Our clients include: 

  • Corporations
  • Healthcare Systems
  • Unions/Taft-Hartley
  • Government & Municipal Entities
  • Financial Institutions
  • Nonprofit Organizations
  • Higher Education
  • Retirement Plans
  • VEBAs & OPEBs

 

Thought Leadership & Insights

PNC's team of industry specialists and investment strategists examine and provide key insights on the challenges and opportunities that impact institutional investors.

Manage Nonprofit Enterprises

Survey Data Results from State of Nonprofits Webinar

Most nonprofits cite fundraising as their biggest challenge. Learn more about the outlook and challenges that nonprofits are facing.

2 min read

Manage Nonprofit Enterprises

Development and Implementation of a Spending Policy

We outline why endowments and foundations should have a formal spending rule and detail five commonly used spending or distribution policies.

7 min read

Manage Nonprofit Enterprises

Trending Topics: Top 10 Trends in the Nonprofits Industry

Nonprofit Standards is a benchmarking survey that shares 10 trending topics for nonprofits.

1 min read

Manage Assets

Pension Market Review – Third Quarter 2019

Corporate pension funding levels declined during the third quarter.

3 min read

Manage Assets

Best Practices for Glidepath Re-Risking

Glidepath investment strategies can help reduce downside funded status risk. But what happens if funded status falls? Here are some best practices for re-risking.

3 min read

Gain Market Insight

The “Upside Down” of Negative Interest Rates

We explore the objectives/distortions of negative interest rate policy, its investment implications, and why we believe the U.S. may not follow other countries down this path.

6 min read

Important Legal Disclosures & Information

  1. As of December 31, 2019

The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy.

The 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 does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. PNC uses the marketing names Retirement 1-on-1℠ and PNC Financial Wellness Achievement Center℠ for employee education services provided by PNC Bank.

“PNC Institutional Asset Management” is a registered mark, and “Retirement 1-on-1” and “PNC Financial Wellness Achievement Center” are service marks, of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

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