PARTNERING WITH PGIM

To help navigate today’s complex market environment, PGIM Institutional Advisory & Solutions delivers comprehensive portfolio-level advisory services to institutional clients worldwide and works closely with the PGIM Institutional Relationship Group to provide access to expertise across our asset managers. 

PGIM INSTITUTIONAL ADVISORY & SOLUTIONS

 
PGIM Institutional Advisory & Solutions (IAS) offers value-added advisory services tailored to PGIM’s institutional clients’ needs. The IAS team specializes in institutional client investment strategies and offers an array of services that include:

  • Advising institutions on asset allocation, portfolio-construction and risk-management strategies
  • Delivering client-driven research, portfolio- and asset-level analysis, and multi-asset class strategic recommendations based on the institution’s specific objectives
  • Providing consultative advice on demand to answer clients’ portfolio-related questions
  • Educating institutions through white papers and other thought-leadership communications
  • Building proprietary tools and models, leveraging the best thinking across PGIM

IAS draws on PGIM’s expertise in a diverse range of asset classes across public and private fixed income, equity and real estate-related investments, asset-liability management and liability-driven investment strategies. 

CLIENT-FOCUSED KEY CAPABILITIES

 

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Asset Allocation Strategy

  • Asset/Liability Modeling 
  • Scenario Analysis
  • Simulation Modeling
  • Optimization under Multiple Objectives
  • Portfolio Construction for Global Diversification 

Portfolio Manager-Level Analysis

  • Benchmark Analysis
  • Active Portfolio Construction
  • Factor & Exposure Analysis
  • Active Opportunity Set
  • Environments for Active 

Risk Measurement & Management

  • Risk Factor Analysis
  • Downside & Shortfall Risk Analysis
  • Cash Flow Analysis
  • Stress Test Hedge Modeling

Cross-Market Research

  • Capital Markets Assumptions Peer Analysis
  • Education, including insights into the institutional landscape and the impact of new regulations
  • Thought Leadership
  • Strategic Partnership Coordination

PGIM INSTITUTIONAL RELATIONSHIP GROUP

 

Focused on Clients’ Objectives and Outcomes

The global investment professionals in the Institutional Relationship Group (IRG) work closely with IAS to understand the investment goals of sovereign wealth funds, central banks, and other institutional savings or investment pools, and then identify solutions and strategies across PGIM to best meet the institutions’ needs.

IRG serves as a valuable resource for CIOs:

  • Supporting a holistic partnership approach to the investment management fiduciary relationship across defined benefit and defined contribution asset pools
  • Helping CIOs improve access and navigate to PGIM’s broader expertise, research, and resources
  • Connecting clients with relevant PGIM experts to solve asset class exposure and broader strategic portfolio challenges
  • Introducing PGIM’s “best ideas” and thought leadership pertinent to plan sponsors’ objectives and priorities
  • Improving awareness of the specific strengths of PGIM and each boutique manager team 

MEET THE TEAMS

 

Institutional Advisory & Solutions Team

The team leverages the full breadth of expertise across Prudential Financial Inc. (PFI), working closely with CIOs, portfolio managers and researchers across PGIM businesses, and key client service professionals globally. 

Institutional Relationship Group

The group provides regional coverage to clients around the world and develops an understanding of each client’s investment needs and goals, then identifies the solutions and strategies across PGIM to best meet their needs. 

INSIGHTS

 

The Impact of Market Conditions on Active Equity Management

Conditions conducive for active management outperformance in US equities have been largely absent for several years. But market conditions can, and do, shift. This study aims to help investors better understand the active returns they should expect across a range of market conditions, particularly as they begin to look beyond the current benign environment.

Revisiting the Role of Alternatives in Asset Allocation

Although nontraditional asset classes at times have underperformed equities and may cost more than strategies that include only traditional assets, there are many reasons why institutional investors should consider alternative assets.