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, and data-driven 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 

 

The Diversity of Real Assets: Portfolio Construction for Institutional Investors

By: Harsh Parikh, Phd, PGIM IAS and Wenbo Zhang, PGIM IAS

What is the role of real assets in institutional portfolios? In this research paper, the IAS team introduces the Real Asset Sensitivity Analysis (RASA) framework and uses the RASA framework to highlight how investors can incorporate real assets in institutional portfolios to better meet their investment objectives. 

The Tradeoff Between Liquidity and Performance: Private Assets in Institutional Portfolios

By: Junying Shen, PGIM IAS

Are investors sacrificing too much portfolio performance in the name of liquidity? In this piece, the team presents an asset allocation framework that investors can use as a tool to measure the tradeoff between liquidity and performance.

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

By: Amy Xie, PGIM IAS

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. The team evaluates two common methodologies for estimating 10-year equity market returns.

 

Upcoming Publications 

  • What is the Optimal Number of Managers? 
  • Asset Allocation for “End-State” Portfolios 
  • Can Main Street Access Private Markets? 
  • Private Equity: Measuring Performance and Risk Factor Exposures

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