Institutional Investment Solutions for Insurance Organizations
Like insurance, an investment plan is about being prepared for the unexpected.
Overview
For insurance organizations today, managing investments that include multiple long-term asset pools that support a variety of product and distribution segments is more demanding than ever. Meeting performance expectations while minimizing risk and satisfying regulatory, corporate governance, and ratings-agency requirements is a constant challenge.
PNC Institutional Asset Management® delivers the proven insurance industry experience to help you achieve your investment goals so that you can focus on moving your organization forward.
Our dedicated professionals have built partnerships with the full range of insurance organizations, including:
- Life
- Health
- Property and casualty
- Reinsurance
- Captives
- Fraternal insurance companies
A Customized Approach That Sets Us Apart
Because one solution does not meet the needs of every client, we take a consultative, holistic approach that is focused on your unique situation.
Through close collaboration, we gain an in-depth understanding of your organization, create an unbiased solution that is tailored to your specific goals, and provide customizable reporting tools. We understand that your needs vary significantly and may include asset liability management, operating income needs, portfolio yield targets, tax considerations, product development, and/or Enterprise Financial Modeling (EFM). Our approach leverages the knowledge and experience of specialized teams that work together to customize your solution:
Our Solutions
- Liquidity & Fixed Income Management for Insurance Organizations
- OCIO Solutions for Insurance Organizations
- Asset Servicing for Insurance Organizations
- Retirement Plan Solutions for Insurance Organizations
No two insurance portfolios are the same. Through close monitoring and deep conversation, we aim to discover the specific needs of your portfolio, define a custom approach, and to adapt our approach as your needs evolve.
Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, clients can craft separately managed fixed-income accounts that are tailored to their objectives.
Rather than using a product-based approach, PCA uses a solutions-based perspective, helping you benefit from the discipline and risk-focused advice of an experienced team that delivers:
- Liquidity solutions for pursuing yield and return goals while also managing the cadence of cash flows
- Custom solutions that are tailored to your specific needs and objectives
- Broad market portfolios that utilize traditional fixed-income strategies and benchmark-based objectives for total return
Market Updates
At PNC, we understand the importance of helping you stay on top of the latest developments and trends in the capital markets. In addition to evaluating these trends as part of your portfolio review, we provide regular updates:
Ideas, Insights & Solutions
Make informed decisions and maximize your business with perspectives on leading financial issues from PNC professionals.
Financial Markets
Weekly Market Watch
PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.
Raise Capital
Payment Plans That Fit Your Business Needs
PNC Vendor Finance discusses how customized leasing options can help businesses manage cash flow.
Manage Nonprofit Enterprises
A Nonprofit's Guide to Issuing a Request for Proposal (RFP)
Discover strategies for nonprofit RFPs to align with your mission, evaluate service providers, and ensure the right selection.
Related Resources
Let's Talk
Work with us today. For more information, please contact:
Get Started
Let's start a conversation
Contact PNC Institutional Asset Management
Thank you for your interest in our investment solutions for insurance companies.
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.
