SEPARATELY MANAGED
ACCOUNTS

Overview

Preserving and investing your money effectively requires time, effort, and expertise. You may be interested in a financial program designed for your unique needs. A separate account may offer distinct advantages by providing a level of service and sophistication generally available only to large institutions and very wealthy investors.

A separate account from PGIM Investments can offer you:

  • Professional Management
  • Diversification
  • Direct Ownership of Securities
  • Tax Management Potential
  • Ongoing Monitoring

About Jennison Associates

A specialist in actively managed equity portfolios, Jennison Associates has proven expertise in growth, value, blend, and specialty equity strategies across market capitalizations.

Jennison Associates has been managing client assets for more than 35 years. All portfolios are constructed using bottom-up internal fundamental research that takes advantage of the experience and judgment of its portfolio managers and analysts.

Jennison's investment teams focus on specific areas of the market, with analysts organized by industry and sector. Investment professionals gather in a daily morning meeting to share information and insights, which ensures that Jennison's clients benefit from the deep resources and experience of the entire organization.

A disciplined approach to investing has led to a loyal customer base that ranges from individual investors to many of today's largest corporations and institutions.

Strategy Profiles

Jennison Large Cap Blend Equity

Seeks to achieve long-term capital appreciation and to outperform the S&P 500 Index by investing in a portfolio of securities projected to have earnings growth greater than the index at valuations comparable to that of the index. We seek to identify investment candidates from both large cap growth and large cap value securities.

Fact Sheet  View Jennison Large Cap Blend Equity Fact Sheet PDF opens in a new window 

 

Jennison Large Cap Growth Equity

Seeks to achieve long-term growth of capital through investment in a diversified portfolio of equity securities of well-established companies with above-average growth prospects.

Fact Sheet  View Jennison Large Cap Growth Equity Fact Sheet PDF opens in a new window 

 

 

Jennison Large Cap Value Equity

Seeks long-term growth of capital by investing in a diversified portfolio of equity securities that Jennison believes are being valued at a discount and having some of the following four broad characteristics: below “normal,” but improving, operations; strong franchises with low embedded expectations; presence of hidden assets; and, special situations (such as takeover arbitrage or other event driven investments).

View Jennison Large Cap Value Equity Fact Sheet  PDF opens in a new window 

 

Jennison Mid-Cap Growth Equity

Seeks to achieve long-term capital appreciation by investing in the stocks of attractively priced mid-size companies that can generate above-average earnings growth.

Fact Sheet  View Jennison Mid-Cap Growth Equity Fact Sheet PDF opens in a new window 

 

Jennison Natural Resources Equity

Seeks long-term capital growth by investing in companies that own, explore, mine, process, and develop natural resources commodities.

Fact Sheet  View Jennison Natural Resources Equity Fact Sheet PDF opens in a new window 

Jennison Opportunistic Equity

Seeks to consistently outperform the broad equity market, as measured by the S&P 500 Index, over rolling three-year periods through investments in attractively valued companies with current or emerging earnings growth the team believes is not fully recognized or appreciated by the market.

Fact Sheet  View Jennison Opportunistic Equity Fact Sheet PDF opens in a new window 

Jennison SMid Cap Core Equity

Seeks to outperform the Russell 2500™ Index over the intermediate/long term, while exhibiting equal or less risk. Seeks to uncover companies that have attractive valuations, and should experience solid earnings growth on an intermediate-term basis.

Fact Sheet  View Jennison SMid Cap Core Equity Fact Sheet PDF opens in a new window 

Arbitrage is the simultaneous purchase and sale of an asset to profit from a difference in the price. It is a trade that profits by exploiting the price differences of identical or similar financial instruments on different markets or in different forms. Arbitrage exists as a result of market inefficiencies.

 

SMAs differ from pooled vehicles like mutual funds in that each portfolio is unique to a single account therefore the investment decisions may vary from those made for other accounts. SMAs do not issue registered prospectuses, the fees structures differ from those normally seen in mutual funds and generally carry higher account investment minimums. Please remember that there are inherent risks involved with investing in the markets, and investments may be worth more or less than initial investment upon redemption. There is no guarantee that the investment managers' objectives will be achieved. Professional money management is not suitable for all investors. Investment objectives, risk tolerance, and liquidity needs must be reviewed before suitable programs can be recommended. Asset allocation and diversification strategies do not assure a profit or protect against loss in declining markets. Investors 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.

Jennison Associates is a registered investment advisor. Both are Prudential Financial companies. © 2017 Prudential Financial, Inc. and its related entities. Jennison Associates, Jennison, 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 0312401-00001-00 Ed. 12/2017