Considerations for a Successful Bank-owned Asset Manager Relationship

When selecting an Outsourced Chief Investment Officer (OCIO), your organization should look for a provider that aligns with your mission, purpose, and evolving needs. This will set you up for success.

WHEN RESEARCHING OPTIONS, BE AWARE OF PROVIDERS WHO:

Incorporate restrictions (e.g., offer only proprietary products)
Take a siloed investment view that does not consider your overall financial goals and obligations
Offer solutions that are not institutional focused

FOR A COMPREHENSIVE SOLUTION, LOOK FOR A PROVIDER WHO:

Understands Your Mission and Purpose

Shares Your Goals

Offers More Than Just Asset Management

• Listens to understand your values, mission, and purpose, and incorporates that knowledge into your investment program

• Works to support your community through its own involvement

• Offers solutions designed for institutional investors

• Tailors your portfolio to meet the needs of your organization’s financial health, operating strategy, and investment strategy

• Views your investment program holistically

• Offers comprehensive analytics to support broader financial decisions reflective of the underlying investment decisions' impact

• Optimizes your asset allocation to balance your return needs and acceptable level of volatility now and as your organization evolves

• Develops and enhances technology based on clients’ wants and needs

• Provides regular, proactive thought leadership relevant to your industry and investment goals

• Frees your time and resources through streamlined delivery and safekeeping of your plan assets with custody solutions

• Shares industry experience and resources through specialized teams

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Important Legal Disclosures and Information

PNC General Disclosure https://www.pnc.com/en/corporate-and-institutional/pnc-general-disclosure.html

The article you read was prepared for general information purposes only and is not intended as legal, tax or accounting advice or as recommendations to engage in any specific transaction, including with respect to any securities of PNC, and do not purport to be comprehensive. Under no circumstances should any information contained in this article be used or considered as an offer or commitment, or a solicitation of an offer or commitment, to participate in any particular transaction or strategy. Any reliance upon any such information is solely and exclusively at your own risk. Please consult your own counsel, accountant or other advisor regarding your specific situation. Neither PNC Bank nor any other subsidiary of The PNC Financial Services Group, Inc. will be responsible for any consequences of reliance upon any opinion or statement contained here, or any omission. The opinions expressed in this article are not necessarily the opinions of PNC Bank or any of its affiliates, directors, officers or employees.

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