INSTITUTIONAL ADVISORY & SOLUTIONS (IAS)

To help navigate today’s complex market environment, IAS 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. 

OUR EXPERTISE


The IAS team provides objective, data-informed analysis to help Chief Investment Officers and Investment Committees manage their portfolios. IAS offers an array of services that include: 

  • Advising institutions on asset allocation and portfolio construction
  • Delivering bespoke research, portfolio- and asset-level analysis, and multi-asset class strategic recommendations based on an institution’s specific objectives
  • Providing insights on institutional portfolio management through published research and other communication
  • Building proprietary tools and models, leveraging the resources across PGIM

CLIENT-FOCUSED CAPABILITIES 

PUBLICATIONS AND RESEARCH 

 

Institutional Gold!

By: Harsh Parikh, PhD, PGIM IAS

In the current low interest rate environment, institutional investors have specifically inquired about investing in gold and the potential hedging benefits against inflation or an economic slowdown. Existing investment research on gold-related assets has produced conflicting results about the role of gold in institutional portfolios, partly the result of different time periods being examined.

A Fair Comparison Framework: Risk and Reward in Private & Public Investments

By: Vishv Jeet, PhD, PGIM IAS

How can a CIO compare an investment with a higher expected return, but higher return uncertainty, with another investment with a lower expected return but lower risk? A natural way is to rank them based on their risk-adjusted returns. In this research paper, IAS offers a framework to help investors fairly compare private and public investment performance.

Asset Allocation for “End-State” Portfolios

By: Michelle (Yu) Teng, PhD, CFA, PGIM IAS and Junying Shen, PGIM IAS

In recent years, many U.S. corporate pension plans have closed and entered the “end-state.” CIOs managing these end-state portfolios must navigate a specific set of investment challenges and evaluate the potential of the private assets remaining in their portfolios.

MEET THE TEAM 

IAS is focused on understanding the concerns and objectives of Chief Investment Officers and their Investment Committees to deliver unbiased portfolio-level advisory services to institutional clients worldwide. This team of expert research professionals offers customized asset allocation, portfolio construction, benchmark selection and other portfolio management solutions to help achieve desired outcomes. To learn more about PGIM’s investment advisory capabilities, contact the IAS team.

PARTNER WITH PGIM 


PGIM’s Institutional Relationship Group provides specialized, regional coverage to clients around the world. By fostering relationships and developing a deep understanding of each client’s investment needs and goals, they identify the solutions and strategies across PGIM to best help meet investment objectives. 

 Find your regional contact