PNC Capital Advisors' Core and Core Plus strategies were awarded PSN's Six Star Top Guns award for 3Q 2023. This is the fourth consecutive Six Star award for Core Plus, and the third Six Star award for Core, which previously won in 2Q 2023.
This award list, published by Zephyr, highlights top-performing separately managed account strategies, distilled through rigorous performance-based selection criteria. The awards are based on the strategies' five-year information ratios, highlighting PNC Capital Advisors' risk-focused approach. Together, positive excess returns and low volatility resulted in strong information ratios relative to peers.
We offer a suite of strategies with total return objectives oriented toward standard fixed income benchmarks. We apply the same key principles and investment process across all strategies.
Our portfolio strategy follows a team-oriented, disciplined, top-down investment process. Risk management procedures are integrated throughout.
Assess economic environment
Develop market thesis
Evaluate sector and subsector outlook
Contemplate relative value opportunities
Perform fundamental and structural analysis
Consider risk-reward profile
Quantify appropriate risk attributes
Select securities consistent with macro outlook
Verify portfolio strategic intent