PIMCO

Firm Profile

PIMCO is a global investment management firm with a singular focus on preserving and enhancing investors’ assets.
We manage investments for institutions, financial advisors and individuals. The institutions we serve include corporations, central banks, universities, endowments and foundations, and public and private pension and retirement plans. We also serve advisors and individuals set on personal financial goals, from preparing for retirement to funding higher education.
For more than four decades, our mission has been grounded in a holistic investment process designed to apply rigorous top-down and bottom-up analysis of inputs to identify investment opportunities and risks. Since our founding in Newport Beach, California, in 1971, we have grown into a team of more than 2,200 dedicated professionals, with offices in 12 countries and trading operations in North America, Europe and Asia. We have an established reputation of innovation, and we continue to evolve as a provider of investment solutions across all asset classes.

Key Contacts

Jamie Bentley, 312-972-1176, James.Bentley@pimco.com

Website

http://www.pimco.com

Primary Markets Served

  • Micro – (< $1 million)
  • Small – ($1 million – $10 million)
  • Mid – ($10 million – $100 million)
  • Large – ($100 million – $250 million)
  • Mega – (>$250 million)

Total AUM ($MM)

As of 6/30/16 – $1.51T

As of 12/31/15 – $1.43T

As of 6/30/15 – $1.52T

Total DCIO Assets ($MM)

As of 6/30/16 – $102B

As of 12/31/15 – $104B

As of 6/30/15 – $116B

DCIO Assets Breakdown

Mutual Funds – 62%

Collective Trusts – 2%

Separate Accounts – 16%

Stable Value – 20%

Asset Allocation Funds

PIMCO RealPath Funds
PIMCO RealPath Blend Funds

Top 5 Funds by DC Assets

PIMCO Total Return Fund: $40.4B
PIMCO Real Return Fund: $4.4B
PIMCO All Asset Fund: $4.0B
PIMCO Income Fund: $2.8B
PIMCO High Yield Fund: $2.4B

Advisor Support Services

  • External Wholesalers Focused On Advisers
  • External Wholesalers Focused On Institutional
  • Target-Date Evaluation Tools
  • Investment Committee Meetings