Customized Investment Solutions
for Healthcare Organizations

Just like patients, investment plans require a specialist.

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Descripción general

Integrated teams delivering customized cash, operating liquidity, and long-term portfolio solutions.

Our dedicated professionals can help you optimize short-term liquidity and reserve assets, balance overall risk management with investment opportunities, minimize volatility of pension plan funded status, align your organization’s investment strategy to your mission, and more.

Specialized Investment Capabilities and Services

PNC Healthcare Asset Management delivers deep experience across all asset pools for healthcare organizations:

  • Operational liquidity strategies (operating cash, reserve cash, strategic reserves, long-term operating pools)
  • Defined benefit plans
  • Defined contribution plans
  • Foundations and endowments
  • Insurance pools, including captive insurance

Proven Results Across the Healthcare Industry

PNC delivers tailored solutions to a variety of clients across the healthcare spectrum:

  • Nonprofit providers
  • For-profit healthcare organizations
  • Healthcare foundations
  • Payors
  • Physician groups
  • Billing companies
  • Labs
  • Ambulatory-care companies
  • Home healthcare
  • Extended care
  • Continuing care
  • Life plan communities

The PNC Difference

With our vast resources and in-depth knowledge of an array of healthcare fields, PNC is positioned to offer powerful solutions that meet your unique needs.

Experiencia en la industria

Our PNC Healthcare Asset Management professionals are active in the industry, up to date on the regulatory environment, and committed to providing direct support to our clients.

A Dedicated Investments Advisor

Your investment advisor is your single point of contact, serving as your relationship manager and working with a team of specialists to help drive your success.

More than Asset Management

Through PNC Healthcare, you have access to a full suite of services and products, including lending, treasury management, deposit banking and more.

Customizable, Proprietary Reporting Tools

PNC’s continuing investment in technology means you have access to the information you need, at your convenience.

Nuestras soluciones

OCIO Solutions

Our approach to investing encompasses business strategy, financial health and investment strategy — all to help you improve decision-making, gain greater financial stability and achieve your organization’s strategic goals.

Goals-Focused
We help you achieve and maintain organizational financial health through a comprehensive four-step process that identifies your goals and projections, analyzes enterprise risk, builds a custom investment strategy, and implements the solution and monitors key metrics.


Analytics-Driven
Our sophisticated suite of analytical and evaluative investment tools is specifically tailored to meet the unique needs of healthcare organizations. We deliver access to original research on financial markets and the trends and issues affecting these segments to help you make informed investment decisions.

Flexible
By building a true relationship, our professionals are able to act quickly in response to changes in your goals, the healthcare industry and the investing environment.

Dinámico
Our solutions are engineered by integrated teams of talented specialists working in unison, including Investment Strategy, Investment Advisor Research, Portfolio Construction and Management, the Portfolio Analytics Group and the Risk Management Team.

Supported by Enterprise Financial Modeling (EFM)

For organizations with $50 million or more in assets, our EFM framework helps leadership better understand an organization’s ability to tolerate investment risk. Fulfilling your mission, keeping risk in check, maintaining healthy financials, and using your assets to help achieve these outcomes - is completing all of these tasks possible against a backdrop of change, uncertainty, and volatility?

En nuestra opinión, la respuesta es sí, mediante un enfoque analítico y empresarial. We increasingly see institutional investors implement a goals‐based analytical framework for managing their assets and liabilities en route to achieving their organizations' objectives.

Soluciones de planes de jubilación

With decades of experience and a commitment to solving your unique challenges, PNC can help your organization improve the management of your retirement plans and help to improve retirement outcomes for your employees.

Defined Contribution Services
PNC helps to improve employee outcomes while answering your primary concerns as plan fiduciary. Our professionals provide:

  • Comprehensive design and investment oversight
  • Value-added fiduciary support

Employee Education Services
Our comprehensive suite of resources is designed to deliver measurable results for your organization by helping to meet the diverse retirement and investment education needs of your workforce.

Pension Management Services
Our liability-centric approach can help your organization to mitigate risk associated with defined benefit pension plan(s) and lead to better outcomes.

Gestión de activos

PNC Healthcare Asset Management engages the experienced professionals of PNC Institutional Asset Management® (PNC IAM) to provide the services you need, including directed trustee, custody, sub-accounting, pension payments and more.

Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, we offer clients the ability to craft separately managed fixed-income accounts that are tailored to your unique objectives. PCA’s solutions-based approach helps you benefit from the discipline and risk-focused advice of an experienced team that provides:

  • 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.

Servicios de custodia

With an up-to-date understanding of changing government regulations, we deliver comprehensive custody solutions to support the safekeeping of plan assets, including security settlement, portfolio administration and pension payment services.

Sub-accounting for Nonprofit Healthcare Organizations

PNC Institutional Asset Management’s comprehensive platform can help you manage multiple pooled investment accounts and reduce investment and administrative costs by efficiently delivering clear, concise and customized sub-accounting information.

Liquidity & Fixed Income Management

PNC offers an unsurpassed array of fixed-income solutions that are designed to help you achieve your investment goals related to liquidity management, 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 separately managed fixed-income accounts that are tailored to your unique objectives. PCA’s solutions-based approach helps you benefit from the discipline and risk-focused advice of an experienced team that provides:

  • 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.

 

Inversión responsable

Not only can we help you achieve your investment goals, we aim to do so in a way that reflects your organization’s values and helps you make a positive difference in your community and the world. That’s why we utilize a responsible investing (RI) strategy that aligns with issues that are important to you, including environmental, social and governance (ESG) issues, that:

  • Avoid harm by excluding or restricting certain portfolio exposures that conflict with your mission and values
  • Benefit stakeholders that support certain values or causes by assessing and engaging on ESG factors
  • Contribute to solutions by defining goals around a specific ESG problem and allocating capital toward that objective

Ideas, perspectivas y soluciones

Tome decisiones informadas y saque el máximo provecho de su empresa con perspectivas de los profesionales de PNC sobre los principales problemas financieros.

Obtener perspectivas sobre el mercado

Panorama de PNC para 2025: La salud del consumidor define la demanda en la industria de alimentos y bebidas

En esta perspectiva para 2025, el grupo de Asesoría de Alimentos y Bebidas de PNC habla sobre la salud del consumidor y cómo los cambios en la demanda están afectando a las compañías de alimentos y bebidas.

Obtener perspectivas sobre el mercado

Panorama de PNC para 2025: Las tasas más bajas presentan una oportunidad para las empresas medianas

En este panorama para 2025, Banca Comercial de PNC examina cómo las tasas de interés más bajas pueden conducir al crecimiento de las empresas medianas.

Obtener perspectivas sobre el mercado

¿Está su dinero en efectivo perdiendo valor rápidamente, ya sea en su bolsillo o, peor aún, en su cartera de inversiones?

A la hora de guardar el dinero en efectivo, es posible que se pregunte si es mejor tenerlo en su cartera de inversiones o en el balance general.

Recursos relacionados

ADMINISTRACIÓN DE PENSIONES

Public Defined Benefit Plans

We've built a long-standing reputation for delivering a wide range of customized investment and administrative solutions designed to help government and municipal plan sponsors of pensions, VEBAs, and OPEBs meet their unique investment challenges and achieve growth goals, while mitigating risk and minimizing administrative burdens.

CAPACIDADES

OCIO (Outsourced Chief Executive Officer) & Asset Solutions

We provide custom solutions to middle-market corporations, unions, municipalities, and nonprofit organizations.

GESTIÓN DE ACTIVOS

Sub-Accounting Advantage

We offer a comprehensive platform that can help manage multiple pooled investment accounts. PNC Sub-Accounting Advantage is backed by sophisticated technology and a talented team of professionals dedicated to understanding the unique characteristics of the nonprofit sector.

Hablemos

Work with us today. Para obtener más información, por favor, comunícate con:

Todd McCullough Managing Director, PNC Healthcare Asset Management, PNC Institutional Asset Management

Todd McCullough

Director General, Gestión de Activos de Soluciones de Atención Médica de PNC, PNC Institutional Asset Management

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