2022 Outsourced-Chief Investment Officer Survey

Provider Profiles


PNC Institutional Asset Management

Profile
Business Model§ OCIO + other
Year Entered Into OCIO Business1965
No. of Relationship Managers/SalespeopleNot provided
No. of OCIO Portfolio ManagersNot provided
OCIO % of Total Firm RevenueNot provided
No. of Clients, Full Discretion4334
Full Discretionary Assets
Total Full Discretionary OCIO Assets$45b
Discretionary Assets by Fund Type
Defined Benefit
401(k), 403(b), Other DC
Endowments/Foundation
Healthcare Pools (Board designated, funded depreciation)
Other
Portfolio Construction
Not provided
§OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line.

OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.

Implemented consulting: i.e. consulting firm that also has discretion over assigned assets.

Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products.