PNC Institutional Asset Management
PNC Institutional Asset Management
4720 Piedmont Row Dr., 3rd floor
Charlotte, NC 28210
Office: 704-571-0708
Cell: 443-827-2109
Profile:
Because one solution does not meet the needs of every client, we take a consultative, holistic approach that is focused on your unique situation.
Through close collaboration, we gain an in-depth understanding of your organization, create an unbiased solution that is tailored to your specific goals, and provide customizable reporting tools. We understand that your needs vary significantly and may include asset liability management, operating income needs, portfolio yield targets, tax considerations, product development, and/or Enterprise Financial Modeling (EFM). Our approach leverages the knowledge and experience of specialized teams that work together to customize your solution. Our solutions include Liquidity and Fixed Income Management, Outsourced Chief Investment Officer solutions, Asset Servicing and Retirement Plan solutions.
We work with all types of clients including corporate clients, nonprofits, healthcare, public funds, Taft-Hartley, Native American Tribes, and insurance companies.
Our dedicated team of insurance professionals have built partnerships with the full range of insurance organizations, including:
· Life
· Health
· Property and casualty
· Reinsurance
· Captives
· Fraternal insurance companies
For insurance organizations today, managing investments that include multiple long-term asset pools that support a variety of product and distribution segments is more demanding than ever. Meeting performance expectations while minimizing risk and satisfying regulatory, corporate governance, and ratings-agency requirements is a constant challenge.
PNC Institutional Asset Management® delivers the proven insurance industry experience to help you achieve your investment goals so that you can focus on moving your organization forward.
Functions and Services:
- Investment Management
- OCIO
- Liquidity Management
- Asset Liability Management
- Enterprise Financial Modeling
Regions and Countries:
- USA
- Bermuda
- Cayman Islands
- Turks
- Caicos.
Key Contacts
Anjanette Fowler
Managing Director | Sr. Vice President
Insurance & Specialized Industries Group
C: 602.603.7019
O: 602.295.5958
Wade Meadows
Head of Insurance and Specialized Industries Group
Managing Director, PNC Institutional Asset Management
C: 443-827-2109
O: 704-571-0708
Dylan Feringa, CSRIC®
Insurance & Specialized Industries Group
PNC Institutional Asset Management
C: 909.306.4026
O: 303.729.0839