Investment Solutions | PNC Capital Advisors

Investment Solutions Defined by Your Objectives

We collaborate with clients to address a range of needs, from investment objectives to more complex, targeted solutions

Broad Market

Strategies with benchmark-based objectives for total return.

Represents our best thinking across the risk-return spectrum; key driver of idea generation across our solution set.

Specialized Solutions

Customized solutions tailored to specific corporate and institutional business needs.

Fixed income portfolios can be employed to aid ongoing business purposes outside of purley investment-driven goals.

Liquidity

Satisfy yield/return goals while also managing cash flows.

We seek to balance client objectives with risk tolerances, while considering operating, reserve and strategic cash needs.

Our Philosophy & Approach

Learn more about our Investment Philosophy and Approach through four fundamental whitepapers

Managing Risk in Taxable Fixed Income Portfolios

Opportunities in corporate credit abound when viewed through the consistent risk-return lens of duration

Portfolio Construction Report Card - Don't Insist on Straight A's

B-B-Beware of avoiding BBBs! BBB-rated credit can offer compelling opportunities in a diversified portfolio

The Case for Structured Securities

Structured securities can play an important role in optimizing a portfolio's risk-reward profile.

Optimizing Risk-Return Outcomes in Core Fixed Income

Key observations we learned by examining our investment process versus our objective to optimize risk-return outcomes through two decades of data.

Investment Process Pillars

We strive to provide our clients with an investment experience that minimizes undue performance volatility.

Underpinning all investment strategies are four key process pillars that work together to balance risk and return objectives.

Ongoing Quantitative Analysis

We seek to ensure primary dimensions of risk (key rates, sector, issuer/securities) are consistent across each strategy.

Security Selection Integrity

Research teams partner with portfolio managers to evaluate sectors, issuers, and securities using a consistent Fundamentals-Valuation-Tactics framework.

Opportunistic Sector Allocation

We frame relative value across a matrix of more than 50 market subsectors using historical excess returns and volatility.

Dynamic Position Limits Based on Duration

The concepts of contribution to duration and duration times spread provide a common lens to evaluate relative risk and potential volatility.