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.
Outsourced Chief Investment Officer
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
We offer an array of fixed income solutions designed to tackle many of our clients’ routine investment goals related to liquidity management, investment portfolio risk optimization, and total return.
Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly-owned subsidiary of PNC Bank, we offer clients the ability to craft fixed income separately managed accounts that are tailored to their unique objectives. PCA employs a solutions-based perspective—different from the typical product-based approach—so clients may benefit from the discipline and risk-focused advice of an experienced team.
- Liquidity Solutions: Pursue yield and return goals while also managing the cadence of cash flows
- Custom Solutions: Solutions tailored to specific client needs and objectives
- Broad Market Portfolios: Traditional fixed income strategies with benchmark-based objectives for total return
Retirement Plan Solutions
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
- Benchmark fees and services associated with your retirement plan
- 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.
Asset Servicing
Whether you need directed trustee, custody, subaccounting, pension payment services, or more, PNC Institutional Asset Management® can help.
Custody Services
Our custody team brings in-depth knowledge and the technology to provide security settlement, portfolio administration, and pension payment services supporting clients and consultants.
Subaccounting Services
We offer nonprofit institutions and donors a comprehensive platform that can help manage multiple pooled investment accounts. Our platform provides customized subaccounting information designed to reduce our clients’ investment and administrative costs.
We're Globally Recognized for our Services:
The PNC Difference
Actionable insights and solutions designed to address client-specific needs
Industry Expertise
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.
Who We Work With
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 solution for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, corporate foundations, and more.
Nonprofits
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.
Insurance Companies
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.
Healthcare
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.
Public Funds
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.
Insights
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Important Legal Disclosures & Information
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All data as of 12/31/21. AUM represents discretionary assets managed by PNC IAM: (i) $33.35B in full service OCIO assets managed by PNC Bank, National Association (“PNC Bank”), (ii) $33.26B managed by PNC Capital Advisors, LLC (“PCA”), an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank, (iii) $3.17B managed by PNC Bank in single mandate separately managed accounts, and (iv) $5.0B managed by PNC Realty Investors (an SEC-registered investment adviser and affiliate of PNC Bank), in its capacity as subadvisor to PNC Bank as trustee of the Building Investment Trust, a bank collective trust fund. PCA $33.2B in assets includes $5.54B managed by PCA in its capacity as a subadvisor to PNC Bank, thus $5.54B of PCA’s assets are eliminated from total PNC IAM AUM. Numbers may not add up to the total due to rounding. AUA represents assets custodied at PNC Bank.
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As of 12/31/21. AUA are custodied at PNC Bank.
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.
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