Specialized Solutions

Specialized Solutions

Customized solutions tailored to specific corporate and institutional business needs and investment goals.

Pension plan sponsors have unique investment considerations when choosing to embark on a liability-hedging fixed income strategy. Our custom liability-hedging solutions are designed to:

  • Complement return-seeking assets
  • De-risk portfolio to protect and improve funding status
  • Generate income for current and future pension payments
  • Support glide path to full funding
PNC Capital Advisors
Customized portfolio of corporate bonds and Treasury securities aligned with a plan's key rate duration profile

Equities
Alternatives
Real Estate
Derivatives

We leverage our team's cumulative insurance industry experience and insights to tailor investment solutions that incorporate regulatory risk constraints specific to our insurance clients.

Asset/Liability
Management

  • Liability Duration
  • Convexity Management
  • Cash Flow Matching
  • FASB Requirements
  • Total Return Focus

Understand the
importance of income

  • Yield Target
  • Income Components
  • Gain/Loss Recognition

Formulate disciplined risk
management guidelines

  • Diversification
  • Constraints
  • State Regulations
  • Sell Discipline

Our consistent, flexible investment process enables our portfolio teams to tailor any solution to our clients' unique goals or restrictions.

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    Portfolio Characteristics

    Quality
    Maturity
    Yield

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    Portfolio Limitations

    Sector
    Industry
    Issuer
    RI Considerations

  • Money bag icon

    Tax-Managed

Team

Cole Cynthia head shot
Cynthia D. Cole, FMLI, ACS

Senior Portfolio Manager

Fernandes Melvin head shot
Melvin P. Fernandes

Portfolio Manager

Graziani John head shot
John Graziani, CFA

Senior Portfolio Manager

Rhoderick Sean head shot
Sean T. Rhoderick, CFA

Chief Investment Officer

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