Why PIMCO Share via LinkedIn Share via Facebook Share via Twitter Share via Email Why PIMCO We believe that active management is the responsible way to invest our clients' assets in fixed income. For more than 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Percentage of PIMCO assets outperforming benchmarks over a 5-year period (after fees)2. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. LEARN MORE ABOUT OUR ACTIVE INVESTMENT PROCESS We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors. Active Bond Management 1971 PIMCO is founded and innovates a total return approach to bond investing. Mortgages 1975 PIMCO becomes one of the earliest investors in the newly formed U.S. mortgage-backed securities market. Portable Alpha 1986 Four years after S&P 500® Index futures contracts begin trading, PIMCO begins pairing equity index futures with actively managed fixed income securities. Long Duration 1988 PIMCO becomes one of the first firms to help investors manage their longer-term liabilities through a long duration approach to fixed income. TIPS 1997 PIMCO was an early leader in analyzing global inflation-linked bond (ILB) issues, and worked with the U.S. Treasury Department prior to the introduction of the TIPS program in early 1997. Commodities 2000 Building on the firm’s experience with inflation-related securities, PIMCO expands into commodities and goes on to become one of the world’s largest commodities managers. Alternatives 2004 PIMCO begins managing alternatives as an extension of the firm’s core competencies, including our deep credit and macro expertise. ESG 2017 PIMCO launches a global ESG platform. The firm’s size and long-standing relationships with issuers have helped us become a leader in ESG engagement in fixed income. Behavioral Science 2018 PIMCO and the Center for Decision Research at The University of Chicago Booth School of Business announce an innovative partnership to support research at the forefront of behavioral science. Climate Solutions 2019 Launches one of the first sustainably-themed fixed income solutions to target global climate action. Real Estate 2020 PIMCO assumes oversight of Allianz Real Estate making the combined business one of the world’s largest real estate platforms, with more than $100 billion in real estate assets.3 1 Management risk is the risk that the investment techniques and risk analyses applied by PIMCO will not produce the desired results, and that certain policies or developments may affect the investment techniques available to PIMCO in connection with managing the strategy. 2 As of 31 March 2024. Based on PIMCO managed portfolios with at least a 5-year history. The after-fees performance of each portfolio was compared to the portfolio’s primary benchmark. If the after-fees portfolio performance was greater than the benchmark performance for a given period, the assets in that portfolio were included in the outperforming data. Benchmark outperformance indicates the performance of a portfolio as compared to its benchmark. As such, it does not indicate that a portfolio’s performance was positive during any given period. For example, if a portfolio declined 3% during a given period, and its benchmark declined 4%, the portfolio would have outperformed its benchmark, even though it lost value during the period. Certain absolute return oriented portfolios contained within the data may inflate the data either positively or negatively due to the low return/ volatility characteristics of the primary benchmark. For example a portfolio measured against 3-month USD Libor would be more likely to out- or under perform its benchmark. No measure of past performance should be understood to ensure that future performance will be positive, whether on a relative or absolute basis. 3 Source: PERE as of 1 October 2020. Our Solutions Assets Under Management PIMCO manages assets entrusted to us by central banks, sovereign wealth funds, pension funds, corporations, foundations and endowments, and individual investors around the world. Our scale and specialized resources have helped build a diverse platform of product offerings. 4 PIMCO manages $1.89 trillion in assets, including $1.51 trillion in third-party client assets as of 31 March 2024. Assets include $83.2 billion (as of 31 December 2023) in assets managed by PIMCO Prime Real Estate (formerly Allianz Real Estate), an affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH that includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries and affiliates. PIMCO Prime Real Estate LLC investment professionals provide investment management and other services as dual personnel through Pacific Investment Management Company LLC. PIMCO Prime Real Estate GmbH operates separately from PIMCO. Strategy breakdown is based on third-party assets (as of 31 December 2023). Leadership Striving for excellence on behalf of our clients PIMCO’s leadership is committed to maintaining our culture of putting clients first and holding our people and practices to the highest standards. Firm Leadership Expert Partners Embracing diverse perspectives PIMCO has long believed that encouraging different points of view is critical to long term success. One way we do this is by inviting outside experts to share their insights and help us test our thinking. Global Advisory Board PIMCO’s Global Advisory Board meets several times a year at our Newport Beach headquarters and contributes to our economic forums. Go to Advisory Board PIMCO Decision Research Laboratories Through our partnership with The Center for Decision Research at The University of Chicago Booth School of Business, we support research at the forefront of behavioral science. PIMCO Labs PIMCO Fellowships at the California Institute of Technology By sponsoring postdoctoral and graduate fellowships at Caltech, PIMCO is establishing critical links with researchers at the cutting edge of technological change. Purpose at PIMCO We Give. We Act. We Advocate. At PIMCO, we understand both the opportunity and obligation to effect meaningful social change. Aligning with the UN Sustainable Development Goals, PIMCO’s focus on hunger and gender equality reflects our belief that these issues are critical to human development and worldwide economic growth. Learn more
Striving for excellence on behalf of our clients PIMCO’s leadership is committed to maintaining our culture of putting clients first and holding our people and practices to the highest standards. Firm Leadership
