A Strategic Asset Allocation for Enhanced Income
PMA partnered with a public pension plan to understand their needs and design a strategic asset allocation leveraging PGIM’s broad capabilities.
2025 Best Ideas: Case Studies
Change would be an operative word to describe the state of financial markets and the broader global economy over the past year. Even in times of change, investors can uncover appealing long-term opportunities by looking beyond macro volatility.
With uncertainty continuing to pervade the investment outlook, PGIM canvassed our affiliates to offer real-world examples of how our solutions helped clients solve unique portfolio challenges. The following case studies illustrate the collaborative efforts between PGIM and our clients and partners to provide tailored solutions to these challenges.
Explore case studies
Building a Diversified Credit Portfolio
A pension plan sought more yield without significantly increasing risk.
Retiree Liability Immunization: An LDI Case Study
The plan in this case study decided on a larger derisking step by fully immunizing their retiree population with a cashflow matched bond portfolio.
Optimizing Portfolio Transitions in Emerging Markets
A European-based client sought an emerging markets strategy that met their risk and return targets while aligning with specific ESG and country exposures.
Private Market Investment Solutions for Cross-Border Insurance
A leading European re-insurance company was seeking an optimal solution to grow private market exposure to U.S. commercial real estate debt.
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Uncovering Alpha in Evolving Markets
LIVE Jan 23: Join us for an insightful discussion on navigating uncertainty and strategies to find alpha, highlighting the themes from PGIM’s 2025 Best Ideas.
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With inflation, interest rate expectations, and fiscal deficits in focus, managing risk amid uncertainty is critical for maintaining portfolio resilience.