PIMCO Advisory leverages the firm’s investment process and global capital markets expertise to serve clients in an advisory capacity. The Advisory business focuses on asset portfolios and related risk-management solutions, offering customized analytics, portfolio surveillance, execution and strategic advisory to public and private institutions globally, including banks seeking to outsource investment management. Our goal is to deploy all of PIMCO’s resources to delivering bespoke, practical solutions to our clients with full transparency and integrity.
Our current service offerings revolve around four key areas:
A Market Leader
We leverage the same unique combination of core competencies that have contributed to PIMCO’s success since our firm was co-founded by Bill Gross: macroeconomic and public policy thought leadership, deep and broad asset class expertise, capital markets participant perspective and scale, a longer-term investment outlook, and a multi-dimensional approach to risk management that is designed to protect portfolios during periods of severe market stress.
- Major institutions globally rely on our counsel and customized service.
- We are experts on complex portfolio risks and valuations, serving some of the largest public and private institutions in the world.
- We deploy sophisticated technology platform that enables us to review portfolios of virtually any size or composition.
- Our deep knowledge base serves as a resource for companies facing challenging financial issues, including balance sheet-related decisions, regulatory compliance and risk hedging.
PIMCO Advisory Core Strengths
PIMCO Advisory has the size and infrastructure to respond quickly to clients- Over 50 dedicated professionals in Advisory based in Newport Beach, New York and London
- Advisory professionals with backgrounds in corporate finance and investment banking, credit research, strategic and risk consulting for financial institutions, regulatory, investment management across multiple asset classes, capital markets and securities structuring
- Advisory also accesses the expertise of the broader PIMCO organization, including credit analysts, portfolio managers and product specialists, in an effort to deliver exceptional solutions to our clients.
Key factors differentiate PIMCO Advisory from competitors
- We leverage the entire PIMCO organization in an effort to deliver industry-leading services to our clients and a leading market practitioner perspective, while maintaining strict internal information barriers.
- We provide services across multiple functions (investment portfolio management, customized valuations and analytics, surveillance and execution, for example), complementing the expertise and core competencies of the institutions we serve.
- Our solutions are based on one consistent macroeconomic approach across geographies, asset classes and scenarios and are tied to PIMCO’s time-tested investment process.
- Our solutions and services are highly transparent in the methodologies and assumptions that drive our analysis.
- Our offerings are fully customized to specific client needs.
- To ensure that our clients receive PIMCO quality, we typically only deploy PIMCO personnel to execute our mandates.
PIMCO Advisory has deep expertise in evaluating complex asset portfolios
- Structured products, including RMBS, CMBS, ABS with collateral expertise in both the U.S. and Europe
- Commercial and residential real estate
- Corporate credit and financials
- Infrastructure and project finance
- Sovereign and public sector debt
- Derivatives