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Institutional Asset Management®


Helping you be prepared for today and tomorrow

 

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What We Can Bring to Your Organization

In the face of today’s growing financial complexities, the decisions you make impact your organization and its employees in ways that matter more than ever. That’s why PNC combines large-scale resources with a personal commitment to help you prepare for today and tomorrow.

Our approach is proactive, nimble, highly responsive and includes:

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Large-scale Resources

You will find that PNC delivers customized solutions with conviction and consistency. We offer access to cross-industry knowledge with proprietary insights and solutions.

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Personal Commitment

We take the time to get to know your organization’s challenges and vision through an in-depth discovery process. We will simplify the complex nature of investing and work closely with you to find the right solution.

Types of Clients We Work With:

Corporations of all sizes

Public Funds (municipalities)

Nonprofit organizations

Endowments & Foundations

Healthcare organizations

Unions

Insurance companies

Consultants

Explore Our Offerings

Outsourced Chief Investment Officer & Asset Servicing

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Overview

We offer comprehensive discretionary investment management and administrative solutions designed to address complex portfolio, risk management and fiduciary challenges.

PNC will help you decide what investing structure and risk is appropriate for your organization and its unique needs:

  • Portfolio solutions include an analysis of cash requirements, capital markets forecasts and risk management
  • Incorporate well-defined, disciplined research and due diligence process with an open-architecture platform
  • Apply experience from National Practice Groups dedicated to each institutional client segment

Services Include:

  • Discretionary Investment Management
  • Responsible Investing
  • Planned Giving Services
  • Pension Management Solutions
  • Trust and Custody Services

We're Globally Recognized for our Services:

top 20 OCIO managers award ribbon top 20 OCIO managers award ribbon

Learn More | Visit PNC OCIO & Asset Servicing »

Defined Contribution Retirement Solutions

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Overview

We offer solutions to help you manage the investment fiduciary responsibilities associated with the retirement benefits you offer, as well as comprehensive employee education covering retirement, investments, and financial wellness.

Services Include:

Fiduciary Investment Services

  • 3(21) Investment Advisory
  • 3(38) Investment Management
  • Dedicated Retirement Plan Advisor
  • Indemnification provided by PNC Bank
  • Fee benchmarking
  • Investment Policy Statement
  • Ongoing education for Plan Fiduciaries

Employee Education Services

  • Annual education campaign
  • Live and web-based employee meetings
  • Financial wellness education tools
  • Dedicated, noncommissioned Employee Education Consultant

Learn More | Visit PNC Defined Contribution Retirement Solutions »

Liquidity & Fixed Income Management

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PNC Capital Advisors | Overview

Through PNC Capital Advisors, LLC (PCA), clients access a fixed income asset management firm devoted to helping solve the complex, evolving investment needs of institutional clients. PCA collaborates with clients to address their specific investment objectives and define the role of fixed income in their portfolios. PCA employs a solutions based perspective – different from the typical product-based approach – so clients benefit from a tailored portfolio that leverages the discipline and risk-focused expertise of an experienced team. 

PNC Capital Advisors provides:

  • Liquidity solutions designed to satisfy clients’ yield/return goals while also managing routine and/or unpredictable cash flows;
  • Custom solutions tailored to meet specific client needs and objectives; and,
  • Broad Market solutions including traditional fixed income strategies with benchmark-based objectives for total return.

Learn More | Visit PNC Capital Advisors

 

Banking Services

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From structuring capital to treasury management products and services, we can help your organization prepare to grow nationally and internationally.

Our Corporate Banking team serves businesses with annual revenues that exceed $50 million. 
Learn More | PNC Corporate Banking Services »

We also have a Commercial Banking team that serves businesses with annual revenues between $5 million and $50 million.
Learn More | PNC Commercial Banking »

If your company's annual revenue is under $5 million, our Business Banking team is a great place to start.
Learn More | PNC Business Banking Services »

Recognized for Community & Environmental Efforts

In addition to recognition for our asset management services, PNC is also recognized for community and environmental leadership, receiving an Outstanding Community Reinvestment Act rating and named one of the 100 Most Sustainable Companies (Barrons), among many others. More Awards »

Insights to Guide Your Path

Gain Market Insight

Road to the Election: What comes next for institutional investors?

In this webinar, we discuss the implications of the upcoming United States presidential election for you, your organization, and your assets.

57:33 min video

Manage Nonprofit Enterprises

Nonprofit Mergers & Acquisitions: 5 Points to Consider

Nonprofit organizations are considering strategic M&A activity. Here we discuss five considerations for engaging in these types of transactions.

7 min read

Manage Nonprofit Enterprises

Key Differences Between Charitable Gift Annuities and Endowments

Learn the key differences between charitable gift annuities and endowments.

4 min read

View More Articles

Ready to Take the Next Step? Let's Talk.

Let us know that you’re interested in the ideas and insight your PNC Representative has to offer you and your organization by filling out a short form. We promise that we will respect your time and information, and will keep our conversation brief, yet relevant.

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You may also wish to speak with us at an industry conference or event.
Find out where we'll be and when »

 

 

Already a PNC client? Please use the links below to access to the appropriate service(s).

I-Hub | PNC Capital Advisors

Important Legal Disclosures & Information

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 Institutional Asset Management” is a registered mark of The PNC Financial Services Group, Inc.

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

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.

The PNC Financial Services Group, Inc. All rights reserved.