THREE REASONS TO CONSIDER USING MODEL PORTFOLIOS
Fully Diversified Solutions
Professional Management
Growing Your Business
Multiple options for your clients covering a range of investor characteristics and goals.
Access to professionally managed portfolios, manager insights, and marketing materials.
Time saved on portfolio management can be dedicated to client service and new business development.
PGIM STRATEGIST MODELS
Diversified portfolio solutions that align with investor goals.
The PGIM Strategist Models are a collection of diversified, low-cost model portfolios offered through PGIM Investments. The six professionally managed, all-in-one portfolio solutions are designed for various combinations of investment objective and risk tolerance, offering comprehensive options for growth, income, and wealth preservation that are consistent with investor-specific goals.
PGIM STRATEGIST MODELS
Risk
RETURN
5
1
Defensive
Preservation
Balanced
Income
Capital Growth
Aggressive
Risk-based asset allocation models
Income-focused
model
For illustrative purposes only. There is no guarantee positive returns will be achieved.
Allocates to equity and fixed income investments, with a greater emphasis on equity securities. Designed for investors seeking a balance between capital appreciation and current income, who have a mid- to long-term time horizon and are willing to accept some risk in pursuit of better returns.
Income
Invests a majority of assets in equity investments along with a modest mix of fixed income for diversification purposes. Designed for investors with a relatively long-term time horizon and who have the ability to withstand market volatility and capital drawdowns.
Capital Growth
Seeks to provide principal protection by investing primarily in fixed income securities. Designed for investors who have little tolerance for volatility of capital and are willing to accept lower returns in exchange for potential stability.
Defensive
Explore model
Seeks to provide portfolio stability and current income with moderate portfolio appreciation. Designed for investors who desire regular income in the form of dividends and interest along with the potential for modest capital growth.
Preservation
Allocates to equity and fixed income investments, with a greater emphasis on equities. Designed for investors seeking capital appreciation with moderate levels of risk and who have a mid- to long-term time horizon.
Balanced
Aggressive
Explore model
Explore model
Explore model
Explore model
Explore model
Explore model
Seeks long-term capital appreciation by investing in a predominantly equity-focused portfolio. Designed for investors seeking to maximize capital appreciation over a long-term time horizon and who have the ability to withstand market volatility and capital drawdowns.