PGIM OVERVIEW

As one of the world’s leading money managers, clients rely on our risk management expertise, intellectual capital and innovative solutions to realize their investment objectives. Learn more about who we are and how we can serve you.

1Q19 HIGHLIGHTS

Consistent Positive Net Flows

Maintaining strong investment performance

  • $1 bn in third-party institutional net flows for the quarter
     
  • $400 mn in third-party retail net flows for the quarter

Leveraging scale of $1+trn multi-manager model

  • PGIM Investments achieved its second-highest mutual fund gross sales quarter on record with $9.7 bn, resulting in $1.7 bn of net flows
     
  • PGIM Real Estate Finance's agency business sustained year-end momentum in 1Q19; volume more than doubled that of 1Q18

Globalizing our footprint

  • PGIM Global Partners’ joint venture in China was renamed Everbright PGIM Fund Management
     
  • PGIM Real Estate continued to raise and increase cross-border capital; 60% of the $1.7 bn raised originated from outside the U.S.

Diversifying products

  • Integration of macro-focused investment fund Wadhwani Asset Management

FACTS & FIGURES

Institutional money manager1

Offices are located in 15 countries across four continents

16 consecutive years of positive third-party institutional net flows

8th largest U.S. institutional defined contribution manager1

  • 1,400+ third-party clients
  • 98 third-party clients have over $1 billion invested
  • 200+ clients for more than 20 years
  • 21 of the 25 largest corporate U.S. pension plans3
  • 159 of the largest 300 global pension funds2
  • 8 of the top 10 Fortune 500 companies4

INVESTMENT CAPABILITIES

 

Equity

  • Large Cap Growth Equity
  • Large Cap Value Equity
  • Large Cap Core Equity
  • Global, Developed, and Emerging Markets
  • Small- and Mid-Cap Equity
  • Opportunistic Equity
  • Sector Strategies
  • Regional/Country Strategies
  • Equity Indexing
  • Structural Equity
  • Fundamental and Quantitative

Fixed Income

  • U.S. Broad Market: Core Conservative, Core, Core Plus, and Absolute Return
  • U.S., European, and Global Investment-Grade Corporate
  • Country Strategies
  • Global Leveraged Finance
  • Global and Emerging Market Debt
  • Municipal Bonds
  • Short, Intermediate, and Long Duration
  • Liability-Driven Investing
  • Privately Placed Debt
  • Commercial Mortgages
  • Agricultural Debt

Real Estate

  • Core, Value Add, and Opportunistic
  • U.S., Europe, Latin America, Middle East, and Asia
  • Global Real Estate Securities
  • U.S. and European Real Estate Debt
  • Commercial Mortgages

Alternatives/Multi-Asset Class

  • Long/Short Fixed Income
  • EM Relative Value
  • CLOs
  • Bank Loans
  • Mezzanine
  • GTAA
  • Equity Long/Short
  • Market Neutral
  • Asset Allocation
  • Portfolio Advisory

OUR INVESTMENT PROFESSIONALS

 

More Than 1,200

Investment Professionals

More Than 100 Traders

And Other Investment
Professionals

More Than 250

Portfolio Managers / Senior Executives

23 Years

Average Portfolio Manager’s Experience

More Than 700

Permanent / Rotational Analysts

15 Years

Average Portfolio Manager’s Tenure

 

AWARDS & RECOGNITION


 

PENSIONS EXPERT

August 2016

20 Years of Excellence in Investment Management

Pensions & Investment Provider Awards 2019
PGIM Fixed Income

REAL ESTATE CAPITAL

Recipient of 2018 Lender of the year in Benelux

PGIM Real Estate

FANNIE MAE

Ranked as a 2018 top Dus Lender

PGIM Real Estate Finance

PROFESSIONAL PENSIONS INVESTMENT AWARDS

May 2016

Global Fixed Income Manager of the Year

PGIM Fixed Income

IPE REAL ESTATE

October 2017

2nd Largest Global Real Estate Manageri

PGIM

P&I REAL ESTATE MANAGER SURVEY

October 2016

3rd Largest Money Manager of Worldwide Institutional Real Estate Assetsii

PGIM

EUROPEAN PENSION AWARDS

Fixed Income Manager of the Yeariii

PGIM Fixed Income 

ASIAN INVESTOR ASSET MANAGEMENT

October 2016

Global Fixed Income (Unhedged) and EM Debtiv

PGIM Fixed Income

CITYWIRE

September 2016

AAA-Rated Manager
Global Bond Fund Manager to watch

PGIM Fixed Income

FANNIE MAE

DUS Innovation Partner of the Year

PGIM Real Estate Finance

COMMERCIAL PROPERTY EXECUTIVE

September 2016

2018 Top 10 Mortgage Banking Firmsv

PGIM Real Estate Finance

Sources of data (unless otherwise noted) are as of 3/31/2019.

  1. Pensions & Investments’ Top Money Managers list, 5/28/18; based on PFI total worldwide assets under management as of 12/31/17.
  2. Based on PGIM client list as of 3/31/19 compared to P&I/Towers Watson Top 300 Pension Funds ranking, data as of 12/31/17, published 9/18. 
  3. Based on U.S. Plan Sponsor rankings in Pensions & Investments as of 9/30/18, published 2/19. 
  4. Based on PGIM client list as of 3/31/19 compared to CNN Money, Fortune 500 list 2018 annual ranking of America’s largest corporations published 6/18.

AWARDS & RECOGNITIONS FOOTNOTES

  1. €111,502 AUM measured as of 30/06/18. Represents the combined assets of PGIM Real Estate and PGIM Real Estate Finance, two business units within PGIM, Inc. that provide real estate investment management and commercial mortgage loan services respectively, through PGIM, Inc. and some of its global subsidiaries.
  2. Based on rankings from Pensions & Investments’ Real Estate Managers Report, 10/17/18.
  3. Award judges are chosen from a cross-section of the pension and asset management businesses (pension funds/trustees, consultants, asset managers, providers, etc.). Potentially conflicted judges cannot evaluate their own category, i.e., an asset manager cannot evaluate another asset manager. Judges assess a specific set of criteria for each category, including both quantitative measures and qualitative considerations provided in each firm’s submitted strategy. A shortlist is published for each category followed by an announcement of the winning candidate.
  4. AsianInvestor (AI) assessed performance  through year-end 2017 from the Mercer and eVestment databases to ascertain the leading performers by total and risk-adjusted returns, Sharpe ratios, and information ratios with an emphasis on 3-and 5-year returns. AI short-listed two to three performers and asked the candidates for more data and background, including resources and strategies pursued to enhance returns. AI selected winners based on the combined quantitative and qualitative factors. Firms that demonstrate consistent performance may have an edge.AI also values client testimonials.
  5. 2018 CPE-MHN Top Mortgage Banking Firms survey