Aging demographics, de-risking challenges, and evolving attitudes towards retirement plans continue to impact the funding status and long-term sustainability of corporate and public defined benefit programs. Many of PGIM’s longest-running clients are some of the world’s largest pension providers, including Taft-Hartley, superannuation and provident funds around the world. Our broad expertise spans organizational pension programs, collectively bargained plans, and public pension schemes. We take a portfolio-level, consultative approach to solving pension-specific investment challenges using rigorous quantitative research, and tailored solutions — including liability-driven investing — across both traditional and non-traditional asset classes.
Using insights into participant behavior, and thoughtful plan design, PGIM partners with many of the world’s leading defined contribution plans to help their participants become retirement ready. PGIM advocates for an institutional approach to investing that will enable individual investors to reach their long-term goals, meet their liabilities, and manage key risks. We do this by focusing on meaningfully streamlined options, expanding investment coverage to diversifying asset classes and strategies, and emphasizing the importance of retirement income.
Shifting business demands in recent years have altered the role of institutional consultants, whether they be regional, national or global in footprint. Staffed by a team with deep, specialized knowledge by asset class, investment style, and client type, PGIM offers consultants relevant and actionable insights, meaningful perspectives and institutional-client expertise to help create differentiated solutions on behalf of their clients.
A host of major challenges confront central banks, sovereign wealth funds, finance ministries, multi-lateral organizations and other sovereign entities. PGIM uses a quantitative, research-intensive perspective across public and private assets to advise institutional clients on a variety of asset allocation and portfolio-level issues. We aim to be a strategic partner, utilizing our deep relationships to help sovereign institutions across the globe meet their investment goals while appropriately managing risk.
Endowments & Foundations
Endowments, non-profits and charitable organizations face a broad set of daunting challenges, particularly generating sufficient returns to meet their spending needs. PGIM’s expertise in navigating multiple market cycles well-positions us to address these challenges head on. We are an active manager that works across both public and private asset classes and a wide-range of alternatives, including income-focused areas such as private credit, structured products, real estate, alternative risk premia and systematic strategies.
Family offices are being challenged by the low-for-longer interest rate environment and the need to preserve their assets for future generations. With expertise across the spectrum of both public and private assets, and the depth and scale of a global business, PGIM is uniquely enabled to provide differentiated and custom investment solutions with diversifying returns for family offices.
The increasingly complex and evolving investment, financial, accounting and regulatory environment facing banks and insurance companies demands a comprehensive, risk-aware and tailored approach. Financial institutions require specific and deep expertise around liquidity, asset-liability matching, and risk management, and are well-served through PGIM’s fixed-income franchise, and PGIM’s ties to Prudential Financial, Inc.
Today’s wealth managers face a growing list of responsibilities – navigating the regulatory environment, keeping pace with technological change, and managing the divergent expectations of clients across the generational divide. Because investors have a range of investment objectives and varying levels of risk tolerance, PGIM offers a diverse suite of actively managed funds and strategies across investment vehicles that source opportunities across asset classes and global markets, while meeting the personalized investment goals of clients.
Financial advisors are tasked with constantly staying on top of volatile and complex markets while also managing changing client expectations. PGIM offers actively managed strategies and investment solutions, through mutual funds, ETFs and separately managed accounts, that leverage the deep asset-class expertise of our multi-managers. PGIM’s comprehensive suite of investment solutions, market insights, tools, and resources are specifically designed to enable financial advisors to meet their clients’ long-term and ever-evolving investment goals and objectives.
PGIM does not establish or operate pension plans.