Automation Meets Personalization
Deliver the automation you need and the personalization you've promised with the world's first Automated Account Platform.
One-Click Fiduciary™ Technology
When accounts need attention — for Risk Number drift, model changes or putting new dollars to work — you can make the right thing happen or snooze them until it’s time.
Because you're in complete control, clients don't need to sign any co-advisor or sub-advisor agreements!
PIMCO is one of the world’s premier fixed income investment managers. Since our launch in 1971, we have utilized innovation and expertise to help our clients reach their investment goals. Our fixed income and multi-asset model portfolios leverage our time-tested investment process to help you efficiently deliver innovative investment solutions to your clients.
PIMCO Taxable Fixed Income Models
Our fixed income models follow our forward-looking investment process to balance the trade-offs offered by today’s market. The underlying funds seek to capitalize on the structural advantages of active fixed income management. The models take an outcome-oriented approach, allowing you to select a model that best reflects your clients’ fixed income objectives.
Our Accumulation models provide diversified exposure to global markets and aim to enhance return potential while managing downside risk to improve portfolio outcomes. The asset allocation process follows PIMCO’s forward-looking views, allocating across a range of actively managed equity, fixed income and real asset mutual funds.