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Portfolio Advisory

PGIM Portfolio AdvisoryPGIMPortfolioAdvisory

Overview

PGIM Portfolio Advisory combines asset-liability management expertise with portfolio strategy and asset allocation to develop integrated solutions for institutional investors.

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What we do

A Leading Global Institutional Asset Manager¹

  • 145+ Years

  • 1,800+

  • 166

CAIA Association Emerging Topics: Author’s Perspective

Taimur Hyat, Chief Operating Officer, PGIM and Keshav Rajagopalan, Principal, Head of Product & Strategy, PGIM Portfolio Advisory Solutions, examine the challenges present in predicting longevity risk and better addressing longevity risk into portfolio decisions.

PGIM Real Estate Insights

Global Outlook 2022
Real Estate

Global Outlook 2022

May 19, 2022

Downside risks have risen, limiting tactical investment opportunities – but prime real estate is well-positioned to weather whatever comes next.

PGIM REAL ESTATE RAISES €1.8BN FOR FINAL CLOSE OF PGIM REAL ESTATE CAPITAL VII
Press Release

PGIM REAL ESTATE RAISES €1.8BN FOR FINAL CLOSE OF PGIM REAL ESTATE CAPITAL VII

Jan 11, 2022

PGIM Real Estate’s European debt platform provides alternative financing, including senior debt, whole loans and mezzanine with co-invest equity.

PGIM REAL ESTATE PROVIDES $169.3M ACROSS THREE INDUSTRIAL PORTFOLIOS IN MEXICO
Press Release

PGIM REAL ESTATE PROVIDES $169.3M ACROSS THREE INDUSTRIAL PORTFOLIOS IN MEXICO

Dec 8, 2022

Throughout the pandemic, the industrial sector in Mexico has been far more resilient than other sectors between the United States and Mexico.

PGIM Fixed Income Insights

FOURTH QUARTER 2022 MARKET OUTLOOK
Fixed Income

FOURTH QUARTER 2022 MARKET OUTLOOK

Oct 7, 2022

PGIM Fixed Income's Fourth Quarter 2022 Market Outlook

Fixed on ESG, EP.7
Fixed Income

Fixed on ESG, EP.7

Nov 7, 2022

With the 27th annual UN Climate Change Conference (COP27) underway in Egypt, we detail what investors need to know.

M&A Resurgence a Potential Risk to Investment Grade Fundamentals
Fixed Income

M&A Resurgence a Potential Risk to Investment Grade Fundamentals

Oct 28, 2021

With motivated corporate management teams, we discuss the momentum driving the M&A trend.

PGIM Private Capital Insights

Partner Story: Fun.com
Private Debt

Partner Story: Fun.com

Aug 19, 2022

In 1992, Fun.com started as a small costume shop in a garage. Since then, they've grown into a large online retailer, sharing their products all over the world.

PGIM Private Capital provides nearly $6.5B in first half of 2021
Press Release

PGIM Private Capital provides nearly $6.5B in first half of 2021

Jul 12, 2021

PGIM Private Capital provided nearly $6.5 billion of senior debt and junior capital to more than 100 middle-market companies.

Direct Lending and the leveraged finance landscape
Private Debt

Direct Lending and the leveraged finance landscape

Jul 2, 2021

Hear Matt Harvey, Head of Direct Lending, discuss this booming asset class in a fireside chat.

Meet the team

Business Leaders

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Phil Waldeck

Chief Executive Officer
PGIM Portfolio Advisory

 

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Alfred Lerman

Chief Investment Officer
PGIM Portfolio Advisory

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Jonathan Holt

Head of Portfolio Management 
PGIM Portfolio Advisory

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Eric Dennis

Head of Portfolio Analytics
PGIM Portfolio Advisory

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Keshav Rajagopalan

Head of Product & Strategy
PGIM Portfolio Advisory

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Blaise Jenkins

Head of Infrastructure
PGIM Portfolio Advisory

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Jason Roach

Chief Operating Officer
PGIM Portfolio Advisory

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Functional Leaders

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Li Cheng

Chief Financial Officer
PGIM Portfolio Advisory

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Lorenzo Cupido

Interim Business Risk Officer
PGIM Portfolio Advisory

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Trish Flynn

Chief Compliance Officer
PGIM Portfolio Advisory

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Karen Sills

Chief Legal Officer
PGIM Portfolio Advisory

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Srini Chuthari

Head of Technology
PGIM Portfolio Advisory

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  1. PGIM is the investment management business of Prudential Financial, Inc. (PFI). PFI is the 11th largest investment manager (out of 431 firms surveyed) in terms of worldwide institutional assets under management based on Pensions & Investments’ Top Money Managers list published June 2022. This ranking represents institutional client assets under management by PFI as of December 31, 2021. Participation in the P&I ranking is voluntary and open to managers that have any kind of U.S. institutional tax-exempt AUM. Managers self-report their data via a survey. P&I sends the survey to previously identified managers and to any new managers asking to participate in the survey/ranking. No compensation is required to participate in the ranking.
  2. PGIM is the investment management business of Prudential Financial, Inc. (PFI). PFI has been servicing clients for 145+ years.
  3. PGIM internal data as of June 30, 2022.
  4. Based on PGIM client list as of June 30, 2022 compared to P&I/Thinking Ahead Institute’s Top 300 Global Pension Funds ranking, data as of December 31, 2020, published September 2021. US funds data was sourced from the P&I 1000, while figures for other regions were sourced from annual reports, websites, and direct communications with pension fund organizations.
  5. Data as of 6/30/2022, Prudential Financial, Inc. Quarterly Financial Supplement.
  6. PGIM is the largest manager of investment grade credit strategies (out of 60 firms surveyed) in terms of investment grade credit strategy assets under management based on IPE International Publishers Limited’s Investment Grade Credit Manager Survey, published January 2022. This ranking represents investment grade credit strategy assets under management by PGIM as of September 30, 2021. Participation in the ranking is voluntary and no compensation is required to participate in the ranking.
  7. PGIM is the investment management business of Prudential Financial, Inc. (PFI). PFI is the second privately placed debt manager (out of 431 firms surveyed) based on Pensions & Investments’ Top Money Managers list published June 2022. This ranking represents institutional client assets under management by PFI as of December 31, 2021. Participation in the P&I ranking is voluntary and open to managers that have any kind of U.S. institutional tax-exempt AUM. Managers self-report their data via a survey. P&I sends the survey to previously identified managers and to any new managers asking to participate in the survey/ranking. No compensation is required to participate in the ranking.
  8. PGIM Real Estate is the third largest real estate investment manager (out of 94 firms surveyed) in terms of global real estate assets under management based on Pensions & Investments’ Top Real Estate Managers list published October 2021. This ranking represents global real estate assets under management by PGIM Real Estate as of June 30, 2021. Participation in the ranking is voluntary and no compensation is required to participate in the ranking.

 

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For Professional Investors only. All investments involve risk, including the possible loss of capital.

This material is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect of any products or services to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. PGIM is the principal asset management business of Prudential Financial, Inc. and a trading name of PGIM, Inc. and its global subsidiaries. PGIM, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training.

The information on this website is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. In making the information available on this website, PGIM, Inc. and its affiliates are not acting as your fiduciary.    

In the United Kingdom, information is issued by PGIM Limited with registered office: Grand Buildings, 1-3 Strand, Trafalgar Square, London, WC2N 5HR. PGIM Limited is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom (Firm Reference Number 193418). In the European Economic Area (“EEA”), information is issued by PGIM Netherlands B.V. with registered office: Gustav Mahlerlaan 1212, 1081 LA Amsterdam, The Netherlands. PGIM Netherlands B.V. is, authorised by the Autoriteit Financiële Markten (“AFM”) in the Netherlands (Registration number 15003620) and operating on the basis of a European passport. In certain EEA countries, information is, where permitted, presented by PGIM Limited in reliance of provisions, exemptions or licenses available to PGIM Limited under temporary permission arrangements following the exit of the United Kingdom from the European Union. These materials are issued by PGIM Limited and/or PGIM Netherlands B.V. to persons who are professional clients as defined under the rules of the FCA and/or to persons who are professional clients as defined in the relevant local implementation of Directive 2014/65/EU (MiFID II). In Italy, information is provided by PGIM Limited authorized to operate in Italy by Commissione Nazionale per le Società e la Borsa (CONSOB). 

In Japan, information is provided by PGIM Japan Co., Ltd. (“PGIM Japan”) and/or PGIM Real Estate (Japan) Ltd. (“PGIMREJ”).  PGIM Japan, a registered Financial Instruments Business Operator with the Financial Services Agency of Japan offers various investment management services in Japan.  PGIMREJ is a Japanese real estate asset manager that is registered with the Kanto Local Finance Bureau of Japan.

In Hong Kong, information is provided by PGIM (Hong Kong) Limited, a regulated entity with the Securities & Futures Commission in Hong Kong to professional investors as defined in Section 1 of Part 1 of Schedule 1 of the Securities and Futures Ordinance (Cap. 571). In Singapore, information is issued by PGIM (Singapore) Pte. Ltd. (“PGIM Singapore”), a regulated entity with the Monetary Authority of Singapore under a Capital Markets Services License to conduct fund management and an exempt financial adviser. This material is issued by PGIM Singapore for the general information of “institutional investors” pursuant to Section 304 of the Securities and Futures Act 2001 of Singapore (the “SFA”) and “accredited investors” and other relevant persons in accordance with the conditions specified in Section 305 of the SFA. In South Korea, information is issued by PGIM, Inc., which is licensed to provide discretionary investment management services directly to South Korean qualified institutional investors on a cross-border basis.   

Prudential Financial, Inc. (“PFI”) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. 

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