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.

Gain Market Insight

Top 10 Most Frequently Asked Investor Questions

We provide answers to common questions from investors grappling with market volatility from COVID-19 and unprecedented monetary and fiscal policy.

3 min read

Manage Assets

Financial Wellness: An Essential Part of Your Retirement Plan's Employee Education

In this webinar, we explore how comprehensive financial education can both improve retirement readiness and boost an organization’s bottom line.

49:18 min video

Manage Assets

Is It Time to Look for a New Retirement Plan Provider?

A solid retirement plan begins with the Request for Proposal (RFP). Do you need to improve service levels?

3 min read

Manage Assets

Minimizing Retirement Plan Loans & Defaults

How to safeguard your plan against risks

2 min read

Manage Nonprofit Enterprises

Financial Leverage for 501(c)(6) Organizations

In light of the current relatively borrower-friendly environment, we have prepared this paper to address the topic of using financial leverage to increase the reach, impact, and financial feasibility of 501(c)(6) organizations’ efforts.

8 min read

Manage Assets

Meeting Today’s Challenges with Outsourced Chief Investment Officer Solutions

Many institutional investors are searching for better ways to achieve their investment objectives while controlling risk and managing costs.

6 min read

Important Legal Disclosures & Information

  1. As of December 31, 2019

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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