Institutional Investment Solutions for Insurance Organizations
Descripción general
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
- Salud
- 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:
Nuestras soluciones
- Liquidity & Fixed Income Management for Insurance Organizations
- OCIO Solutions for Insurance Organizations
- Asset Servicing for Insurance Organizations
- Retirement Plan Solutions for Insurance Organizations
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
From dynamic portfolio analysis to custom cash solutions, PNC’s OCIO team can help you improve decision-making and gain greater financial stability.
We use a disciplined, repeatable investment approach to craft tailored solutions based on your unique objectives. Additionally, our open architecture platform can help you achieve your investment goals while controlling risk and managing costs.
Goals-Focused
Our four-step process includes identifying your goals and projections, analyzing enterprise risk, building a custom investment strategy, and implementing the solution and monitoring key metrics.
Analytics-Driven
We tailor our sophisticated suite of analytical and evaluative tools to align with the unique needs of insurance clients. Plus, PNC provides access to original research on financial markets and the trends and issues that affect them, all 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 and the regulatory and investing environment.
Dinámico
Our solutions are designed 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)
Cumplir tu misión, mantener el riesgo bajo control, conservar finanzas sanas y utilizar tus activos para ayudar a lograr dichos resultados. ¿Es posible terminar todas estas tareas ante un trasfondo de cambio, incertidumbre y volatilidad?
En nuestra opinión, la respuesta es sí, mediante un enfoque analítico y empresarial. We increasingly see institutional investors implement a Enterprise Financial Modeling framework for managing their assets and liabilities en-route to achieving their organizations’ objectives.
Servicios de custodia
With comprehensive custody solutions, we have the flexibility to deliver a variety of services — including the safekeeping of assets, pension payments and planned giving solutions — all through a single point of contact. And with our advanced I-Hub system, you have 24-hour online access to account information and processing, as well as instant access to all custody data.
Sub-Accounting
For nearly three decades, PNC Sub-Accounting Advantage has helped to improve organizations’ investment management and recordkeeping. Our platform provides clear, concise and customized sub-accounting information efficiently, and it helps reduce investment and administrative costs.
Defined Contribution Services
Utilizing our comprehensive suite of solutions, PNC will customize a solution that’s designed to improve employee outcomes while answering your primary concerns as plan fiduciary. Our experienced professionals provide:
- Comprehensive retirement plan design and investment oversight
- Value-added fiduciary support
- Fiduciary indemnification
Beneficio definido
Our liability-centric approach to pension management provides you with the opportunity to implement de-risking strategies to address the volatility of pension plans.
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, 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
Razones del optimismo de los directores financieros en el capital privado
De acuerdo con una encuesta de PNC, muchos directores financieros están considerando el capital privado y la propiedad privada como estrategias clave para el futuro.
Obtener perspectivas sobre el mercado
Fortalecimiento de comunidades a través de soluciones financieras creativas
Capital Multifamiliar de PNC está ayudando a crear viviendas asequibles en comunidades a lo largo y ancho de los Estados Unidos.
Mercados financieros
Observación del mercado semanal
La Observación del mercado semanal de PNC (PNC Weekly Market Watch) presenta un resumen de la actividad económica y del mercado de la semana anterior y fue diseñada para brindar la perspectiva de PNC con respecto a los acontecimientos tanto del mercado estadounidense como de los mercados internacionales.
Recursos relacionados
Hablemos
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Thank you for your interest in our investment solutions for insurance companies.
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