OCIO (Outsourced Chief Investment Officer) Solutions

Committed to Exceeding the Complex Demands of Institutional Investors

Who We Work With
Our Approach
Specialized Services & Offerings
Contact Us

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. Specifically, it involves shifting discretionary investment responsibility for some or all investment functions from the asset owner to an investment advisor.

Who We Work With

Providing Custom Solutions to Institutional Investors for 75+ Years.

Let our 477 professionals across 25 states and in the District of Columbia[1] guide you.

Corporations
Healthcare
Insurance
Nonprofit
Public Funds
Taft-Hartley

Our Approach

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 possible future outcomes.

Video: PNC Investment Process and Approach to OCIO Services Transcript

Read Transcript
Audio Description

How We Invest

Focused on Goals

Our process begins by understanding each client’s unique needs and objectives.

Flexible

We seek to 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 preferred portfolio solutions for our clients.

Our Approach to Markets

Dynamic

Markets evolve and portfolios need to adjust accordingly to generate competitive 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 incorporate our best thinking in investment decisions.

Open Architecture

Our skilled due diligence team seeks opportunities in active and passive vehicles wherever they may be found – including investment offered by highly rated third parties, as well as targeted/customized in-house solutions where applicable.

Transparent

Investors who know what they own and why they own it have greater conviction in their portfolios and tend to 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 enhance the probability of reaching your goals.

Enterprise Financial Modeling

Dynamic

Enterprise financial modeling integrates financial decisions with investment decisions in a holistic way that leads to improved outcomes for institutions.

Learn more about Enterprise Financial Modeling.

Specialized Services & Offerings

Our Solutions for Institutional Investors

OCIO Solutions

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

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
Public Pensions
Private Pensions

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 sub-accounting.

Learn More

Ideas, Insights & Solutions

Make informed decisions and maximize your business with perspectives on leading financial issues from PNC professionals.

Gain Market Insight

PNC 2025 Outlook: Consumer Health Shapes Food and Beverage Industry Demand

In this 2025 outlook, PNC Food & Beverage Advisory discusses consumer health and how demand shifts are impacting food and beverage companies.

Gain Market Insight

PNC 2025 Outlook: Lower Rates Present Opportunity for Mid-sized Businesses

In this 2025 outlook, PNC Commercial Banking examines how lower interest rates may lead to growth for mid-sized businesses.

Gain Market Insight

Is cash burning a hole in your pocket — or worse, in your portfolio?

When it comes to stashing your cash, you might wonder whether it belongs in your investment portfolio, or if it’s better off on your balance sheet.

View More Insights >>

Accolades[2]

Pensions & Investments Ranked OCIO manager by Foundation Assets 2024 #4 PNC
Pensions & Investments 2024 Top 20 OCIO Managers PNC

Let's Talk

Work with us today. For more information, please contact:

Chris McGoldrick Managing Director of OCIO Solutions

Grant Duffield

Managing Director of OCIO Solutions

grant.duffield@pnc.com

Get Started

Let's start a conversation

Subscribe

Receive our latest Insights
on topics that matter to you

Subscribe to Insights

Let’s Meet

Find us at an industry
conference or event

Attend a conference or event

Follow Us

Follow our industry news
and updates on LinkedIn

Connect with us for industry news and insights

Contact PNC Institutional Asset Management

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

If you have questions or would like additional information, please fill out this short form so we can get in touch with you. By completing this form, you are authorizing us to contact you (via email and/or phone) to answer your questions and provide information about PNC products and services.