VOLATILITY HIGHLIGHTS THE NEED FOR VERSATILITY IN HIGH-NET-WORTH PORTFOLIOS
Amid unpredictable developments affecting tax policy, global trade and geopolitics, increased volatility has defined the 2025 market backdrop. As high-net-worth investors seek guidance in navigating the environment, advisors must address client-specific needs while positioning portfolios to weather widespread uncertainty. New research reveals that industry-leading financial advisors are increasingly turning to direct indexing and alternative strategies to help them seize opportunities and manage risk as conditions shift.
PGIM partnered with SHOOK Research for the second consecutive year to survey more than 200 top-ranked advisors regarding direct indexing and alternatives at a time when conditions call for specialized solutions and enhanced diversification. Explore the full results for timely insights you can leverage to contribute to your practice’s ability to meet the evolving demands of today’s HNW clients.
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About PGIM Investments
At PGIM, we are committed to our clients’ success. We provide access to active investment strategies across the global markets in the pursuit of consistent outperformance.
PGIM is the global investment management business of Prudential Financial, Inc. (PFI) — a global leader with more than $1.4 trillion in assets under management (AUM) and a company that individuals and businesses have trusted for over 150 years.1
Our global scale and specialized expertise in both public and private markets allow us to offer a diversified suite of investment solutions across a broad spectrum of asset classes and investment styles.
1 Prudential Financial, Inc. is the 14th-largest investment manager (out of 411) in terms of global AUM based on the Pensions & Investments Top Money Managers list published on 6/10/2024. This ranking represents assets managed by Prudential Financial, Inc. as of 12/31/2023.
2 AUM based on PGIM data as of 9/30/2024.
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 to be, nor should it be construed as investment, insurance, financial, tax, or legal advice, and is not a recommendation. Clients seeking information regarding their particular investment needs should contact their financial professional.
SHOOK RESEARCH, LLC is not affiliated with PGIM Investments, Prudential Financial, or any of its companies or businesses. PGIM Investments has compensated SHOOK RESEARCH to commission this research study. SHOOK RESEARCH does not endorse or recommend PGIM Investments or its investment advisory services.
PGIM Investments LLC is an investment adviser registered with the United States Securities and Exchange Commission.
© 2025 Prudential Financial, Inc. and its related entities. Prudential Financial, Inc. 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.
