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Case Studies

Precision in Motion: Optimizing Portfolio Transitions in Emerging Markets

Mar 12, 2025

Transitioning a legacy emerging markets portfolio with precise cost management, aligned exposures, and balanced risk-return measures.

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Optimizing Portfolio Transitions in Emerging Markets

Feb 20, 2025

A European-based client sought an emerging markets strategy that met their risk and return targets while aligning with specific ESG and country exposures.

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Building a Diversified Credit Portfolio

Feb 20, 2025

A pension plan sought more yield without significantly increasing risk.

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15 RESULTS

Precision in Motion: Optimizing Portfolio Transitions in Emerging Markets
| March 12, 2025

Transitioning a legacy emerging markets portfolio with precise cost management, aligned exposures, and balanced risk-return measures.
Building a Diversified Credit Portfolio
| February 20, 2025

A pension plan sought more yield without significantly increasing risk.
Optimizing Portfolio Transitions in Emerging Markets
| February 20, 2025

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
| February 20, 2025

A leading European re-insurance company was seeking an optimal solution to grow private market exposure to U.S. commercial real estate debt.
Retiree Liability Immunization: An LDI Case Study
| February 20, 2025

The plan in this case study decided on a larger derisking step by fully immunizing their retiree population with a cashflow matched bond portfolio.
A Strategic Asset Allocation for Enhanced Income
| February 20, 2025

PMA partnered with a public pension plan to understand their needs and design a strategic asset allocation leveraging PGIM's broad capabilities.
Windhill: A Middle-Market CLO
| July 16, 2024

Windhill is a collateralized loan obligation (CLO) backed primarily by middle-market speculative-grade senior secured term loans.
Partnering For A Greener Portfolio
| May 24, 2024

A customized overlay solution helped a values-aligned investor reach carbon emissions intensity reduction goals in their portfolio
Emerging Markets, Emerging Solutions: Case Study
| March 08, 2024

PGIM Quant's investment, operations and client teams partnered to create a custom tax-efficient emerging markets portfolio for a US family office.
Offering DC Plan Participants Access to Private Real Estate
| February 29, 2024

A large manufacturing company partnered with PGIM Real Estate to provide its DC plan participants access to daily-valued private real estate.

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