INSIGHTS

INSIGHTS

Active Management Review

Active Management Review    PDF Opens in a new window
This presentation compares performance of active management across investment styles and substyles vs. corresponding indexes, illustrates how stock picking and positioning by active managers may have driven outperformance or underperformance during the quarter, interprets results and relevance for due diligence teams. We also highlight key investment themes impacting investment managers and provides forward-looking perspective on potential opportunities or headwinds strategies may face based on our analysis of current market conditions.

Active Management Outlook

Active Management Outlook    PDF Opens in a new window
This presentation recaps latest quarter performance through a variety of economic and market metrics, as well as by investment categories, sectors, and substyles and forecasts economic and market trends and offers insights on where to look for the best potential investment opportunities.

Active Management Update

Active Management Update    PDF Opens in a new window
This report illustrates the impact of style and alpha generation for the active management universe to quickly assess biases and trends that impact active manager results.

Databook

Databook    PDF Opens in a new window
Access quarter and YTD investment returns across asset classes as well as a comparison of active vs. passive strategies over those periods. This presentation also includes return data on factors such as volatility, yields, and EPS growth, among others.

Investment Manager Survey

Investment Manager Survey    PDF Opens in a new window
This quarterly survey of senior investment professionals at investment management firms provides an in-depth analysis of the views and sentiments regarding the economy, asset markets, and other pertinent issues affecting the investment community.

Weekly Market Recap

Weekly Market Recap    PDF Opens in a new window
In this recap, we summarize market performance and market moving news from the prior week.

This content is provided by the Strategic Investment Research Group (SIRG), a unit of PGIM Investments, LLC, and a research unit of Prudential Financial. SIRG provides research, analysis and due diligence on investment management firms and the vehicles and strategies they offer.

Consider a fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus and the summary prospectus contain this and other information about the fund. Contact your financial professional for a prospectus and the summary prospectus. Read them carefully before investing.

An investment in our money market funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the funds seek to preserve the value of your clients investment at $1.00 per share, it is possible to lose money by investing in the funds.

Mutual fund investing involves risk. Some mutual funds have more risk than others. The investment return and principal value will fluctuate and investor's shares when sold may be worth more or less than the original cost. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Asset allocation and diversification do not assure a profit or protect against loss in declining markets. There is no guarantee a Fund's objectives will be achieved. The risks associated with each fund are explained more fully in each fund's respective prospectus. Your clients should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.

Investment products are distributed by Prudential Investment Management Services LLC, a Prudential Financial company, member SIPC. Separately Managed Accounts are offered through our affiliates. Jennison Associates and PGIM, Inc. (PGIM) are registered investment advisors and Prudential Financial companies. QMA is the primary business name of QMA LLC, a wholly owned subsidiary of PGIM. PGIM Fixed Income and PGIM Real Estate, are units of PGIM. © 2019 Prudential Financial, Inc. and its related entities. Jennison Associates, Jennison, PGIM Real Estate, PGIM and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Investment Products: Are not insured by the FDIC or any other federal government agency, may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate.

 

For compliance use only 1004116-00001-00 Ed. 07/2018