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Institutional Investing in Commodities

Commodities can serve an important role in a multi-asset institutional portfolio, both strategically, as a diversifying asset class or as an inflation or growth hedge, and tactically, as a return enhancer. Thought leaders from PGIM’s Institutional Advisory & Solutions (IAS) group and QMA’s multi-asset solutions team recently got together to discuss the challenges and possible opportunities for institutional investors investing in commodities.


Institutional Investing in Real Assets

Real assets can play a vital role in institutional portfolios, and PGIM’s Institutional Advisory & Solutions (IAS) group has done extensive research estimating real asset sensitivities to both macroeconomic variables and traditional financial market performance. In a recent webinar, PGIM experts discussed their findings and expanded on opportunities available within the real asset space.




What's In Your Real Assets Portfolio? Introducing RASA

Using our RASA framework, investors can identify real asset funds and construct real asset portfolios that are better aligned to their investment objectives.

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Institutional Gold!

Is there a role for gold investments in an institutional portfolio? Although gold has not performed well compared to other institutional assets, the role for this commodity lies in its diversification and hedging benefits. In this piece, the IAS team examines the potential long-term role of gold in institutional portfolios from three different perspectives.

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The Diversity of Real Assets: Portfolio Construction for Institutional Investors

Is the combination of real assets in an institutional portfolio meeting the investor’s investment objectives? Investors may arbitrarily group real assets into a single category when constructing their portfolios. However, real assets exhibit diverse features and macroeconomic sensitivities that should be carefully assessed during the portfolio construction process.

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Harsh Parikh, Phd

Principal and Head of Real Assets Research Program
PGIM Institutional Advisory & Solutions

Connect with Harsh

Customize Benchmarks to Fit Investors’ Investment Objectives, Not the Other Way Around

Consumers expect customization, and asset allocators are no exception. Because of this, the investment management industry is adapting to better meet investor’s needs. In IAS’ latest blog, author Harsh Parikh examines three examples of how a benchmark, in both the equity and commodity markets, can be customized for an investor to better target their investment goals.

Market Volatility Has Declined – Is There a Case for Investing in Gold?

After our recent blog Spot Gold and Gold Miners Are NOT Two Sides of the Same Coin (May 21, 2020), investors have inquired about how gold has behaved around volatility spikes. Specifically, how might gold perform both during and after the dramatic increase in volatility experienced in March 2020?

Spot Gold and Gold Miners Are NOT Two Sides of the Same Coin

Recent 13F regulatory filings for public equity ownership shows that institutional investors like state-owned and public pension funds are allocating to gold and gold miner equity ETFs. But does it matter how an investor obtains exposure to gold?

How the Coronavirus Pandemic Highlights the Diversity in Real Assets

During this difficult time, the rush for orange juice to build immunity, toilet paper for sanitation, home deliveries in lockdown, internet to study and work from home, and gold coins for safety have a common theme: real assets. The global pandemic-led recession and market selloff underscore the diversity in real assets.