PARTNER 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

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. 

 Meet IAS

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. 

 Meet IRG

Forecasting Long-Term Equity Returns: A Comparison of Popular Methodologies

A wide range of views exist on how best to generate the long-term equity return forecasts that CIOs use for their asset allocation decisions. IAS evaluates two common methodologies for estimating 10-year equity market returns. 
Read the study to find out.

Defined Contribution Investments on Trial: In Defense of an Institutional Approach

In the Defined Contribution space, there is significant debate as it relates to the appropriate investment approach to help participants build and manage retirement savings. Here we, make a case for why adopting an institutional approach in investment design is crucial for improving retirement outcomes for participants.

 

Anchor to Windward: Aligning Absolute Return Objectives

PGIM’s IAS introduce a new measure of performance sustainability, the Anchor ratio, which can help investors identify absolute return strategies and funds with more consistent and sustained performance, as well as other desirable performance characteristics.

When the Dust Flies: How Volatility Events Affect Asset Class Performance

PGIM’s IAS group investigates asset class performance before, during, and after volatility events. Specifically, how do stocks and bonds perform during such events? Is asset class performance leading into an event different than after the event? In this paper, the team examines 26 volatility spike events, and 25 post peak events, across a 68-year span, in a variety of market environments.

Five Areas of Focus for Defined Contribution Plans

In this paper, Josh Cohen, head of Institutional Defined Contribution at PGIM, looks at the five key areas plan sponsors and their advisors should focus on to help plan participants meet their retirement liabilities and manage key risks.

 

Asset Allocation Framework for Investors with Illiquid Private Assets

Many investors are comfortable with the notion of segmenting their portfolios into liquid and illiquid buckets. But what is the optimal illiquid-liquid asset mix for a long-horizon investor? PGIM's IAS group has developed a simulation-based asset allocation framework designed to help CIOs make more informed decisions concerning their strategic investments in illiquid private assets. Read more.