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PIMCO Advisory

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Article Title
Article Introduction
Profile Main Body
Overview


We provide advisory services to private and public institutions throughout the world.

A Market Leader in Advisory Services

  • Major institutions globally have relied on our counsel and our commitment to service – always customized for the client

  • Trusted expert on complex portfolio risks and valuations, serving some of the largest public and private institutions in the world

  • Sophisticated technology platform enables us to review portfolios of virtually any size or composition

  • Deep knowledge base serves as a resource for companies facing challenging financial questions, including balance sheet related decisions, regulatory compliance and risk hedging

Full Access to PIMCO's Expertise and Resources, Protected by Strict Conflict Controls

  • PIMCO is a leading investment manager with deep coverage and expertise in virtually every sector of the global bond market, and industry-leading research and execution

  • PIMCO Advisory is a specialized group dedicated to making the financial, investment and market expertise of PIMCO available to clients. We customize our services to each client’s situation, subject to strict confidentiality and conflict-of-interest controls

Incorporating PIMCO’s Risk-Centric Philosophy and Process

  • Our advisory services benefit from PIMCO’s unique combination of rigorous risk-focused macroeconomic and policy analysis; in-depth bottom-up issuer and structuring knowledge; and proprietary analytics

  • PIMCO’s commitment to outperform relative to peers at the height of the financial market crisis and consistent focus on providing value added to clients over our almost 40-year history serve as reference points for our ability to appropriately assess nuanced investment risks and exposures

PIMCO Advisory’s Current Scope of Services

Asset Valuation and Pricing
  • Fair valuation estimates of complex and/or distressed securities
  • Loss projections
  • Macroeconomic drivers and impact of policy measures on asset valuations
  • In-depth credit analysis for residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), collateralized debt obligations (CDO), collateralized loan obligations, trust preferred securitizations, corporate credit, sovereign, municipal and other sectors and structured-finance positions
  • Detailed quantitative and qualitative reporting
Portfolio Monitoring
  • Ongoing review/oversight of securities and portfolios
  • Ongoing analysis and reporting on the estimated timing and severity of potential losses
Risk Mitigation and Liquidation
  • Orderly liquidation based on market conditions
  • Currency, interest rate and credit hedging as appropriate
  • Advice on potential courses of action, restructuring proposals, other solutions
Other Customized Client-Driven Services

 

PIMCO Advisory Client Types and Services


As one of the largest and most sophisticated global investment managers, we are often consulted as experts in recognition of the unique insight that we have given our experience and practical expertise across the global capital markets. Our experience affords us a high degree of market knowledge, both current and historical, that translates into unique insights and judgments that we apply across a growing variety of Advisory engagements. Example client types and services include:

Entities with exposure to illiquid, distressed and/or complex assets
PIMCO Advisory collaborates with management to understand associated objectives and provide point-in-time and/or ongoing analysis, credit evaluation, reporting of timing and severity of potential losses as well as offering solutions for liquidation or restructuring

Financial institutions
In addition to providing independent risk analysis and valuation services, PIMCO Advisory may partner with senior decision makers and internal staff to address balance sheet efficiency, satisfy regulatory requirements, hedge complex risks and/or evaluate the holdings of acquisition targets

Market and industry fiduciaries
PIMCO Advisory assists government agencies and regulators with risk evaluation, credit analysis and liquidity assessment across holdings of regulated entities


Contact


General Inquiries

please contact us at Advisory@pimco.com



Americas/Asia-Pacific

please contact Kristofer Kraus at Kristofer.Kraus@pimco.com
or call +1 212 739 3056


Europe/Middle East/Africa

please contact Dorothee Fuhrmann at Dorothee.Fuhrmann@uk.pimco.com or call +44 20 7647 7930

Profile Disclaimer
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No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Pacific Investment Management Company LLC, 840 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626. ©2012, PIMCO.

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