AN INTEGRATED APPROACH DRIVES INVESTOR OUTCOMES
Integration is required to ensure seamless solution development that meets investors’ needs.
Asset-Liability Management
Portfolio Strategy & Asset Allocation
Asset Management
Holistic understanding of liabilities and integrated balance sheet modeling.
Capital-efficient and risk-optimized yield solutions paired with comprehensive portfolio strategy design.
High-quality private market originations and credit underwriting.
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$418B
In-depth understanding of liabilities stemming from the heritage of PFI’s $385B General Account¹
Asset-liability management expertise including integrated balance sheet modeling across multiple economic scenarios
Capital and Liquidity
Capital optimization and liquidity management focus
Leading institutional global asset manager across a full spectrum of asset classes²
Tailored analytics including portfolio optimization, risk management and custom benchmarking
High-quality
TOP 2
Portfolio management, including strategic and tactical asset allocation
#2
Investment-grade credit strategy assets³
Customized Analytics
Real estate manager worldwide⁵
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Portfolio Strategy & Asset Allocation
Asset-Liability Management
Asset Management
#2
Privately placed debt⁴
#3