$1.33T AUM
Fixed Income
Equity
Quantitative Solutions
Multi-asset solutions
Fund Solutions
Alternatives
Fixed Income $805B2
Jennison Associates $210B3
Quantitative Solutions $100B4
Multi-Asset Solutions $10B
PGIM Investments $182B5
Alternatives $182B7
real estate
Public / Private Credit
Montana capital partners
BROAD RANGE OF INVESTMENT CAPABILITIES
Public Equity
Public Fixed Income
Real Estate Equity and Debt Multi-Sector Regional Strategies Core, Core Plus, Value-Add Investment-Grade to High-Yield Debt Global Real Estate Securities
Real Estate
Infrastructure Debt Direct Lending Mezzanine (Corporate and Energy) Investment Grade and Below Investment Grade Private Placements
Private Credit
Securitized Products Relative Value Fixed Income Emerging Markets Long/Short Unconstrained Absolute Return Healthcare Long/Short Credit Opportunities Private Equity Secondaries Special Situations
Further Alternatives
Large Cap Growth Equity Large Cap Value Equity Large Cap Core Equity Global, Developed & Emerging Markets Small and Mid Cap Equity Sector Strategies Regional/Country Strategies Equity Indexing Fundamental and Quantitative Strategic Alpha (ETFs) Direct Indexing
U.S. Multi-Sector Global Multi-Sector Investment Grade Corporate High Yield Bonds and Loans Emerging Markets Debt Municipal Bonds Short,Intermediate, and Long Duration Liability-Driven Investing CLOs
Eric Adler President & CEO PGIM Investments
PGIM PRIVATE ALTERNATIVES
Mutual Funds | ETFs | UCITS | SMAs | Direct Indexing | DC Solutions
USD $319B7
Access a range of solutions across private credit, real estate, agriculture, sustainable investing, infrastructure and private equity.
*Note: AUM/AUA includes $6.6B from Deerpath Capital Management, L.P. (“Deerpath Capital”), a separate SEC registered investment adviser, in which PGIM acquired a majority stake in late 2023.
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Montana Capital Partners
PGIM Private Capital
PGIM Real Estate
Equity | Debt | Agriculture
USD $206B
#3 Real Estate Manager8 50+ year track record as a fiduciary to investors Firmwide commitment to Net Zero by 20509 and signatory of the UNPRI
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Private Placements | Alternative Private Credit
$103B
#2 Privately Placed Debt Manager worldwide10 30+ year track record of investment expertise Middle-market private credit capabilities in direct lending, mezzanine finance, energy and renewable power Originated $16.1B of senior debt and junior capital to 241 middle-market companies and projects globally in 2022
PRIVATE EQUITY SECONDARIES
USD $3.7B11
100+ GP relationships 100+ transactions closed Track record in managing and advising well-recognised institutions Signatory of the UNPRI
Stuart Parker President PGIM Investments
PGIM INVESTMENTS
USD $182B5
Fund manufacturer and distributor of PGIM's asset management capabilities offering active investment strategies across global markets.
Investment Solutions Provider
Industry Leading Growth
Global Reach with Local Market Expertise
Global scale with deep local market expertise dedicated to client services across the U.S., EMEA, APAC, and LATAM. Locally licensed asset managers in China, India, and Taiwan.
PGIM Investments is the 22nd-largest mutual fund family in the U.S.6 13 out of 15 calendar years of positive net flows, resulting in the 7th-fastest organic mutual fund AUM growth since 20086.
PGIM Investments delivers 100+ products globally spanning key asset classes.
VEHICLES
Mutual funds ETFs Buffer ETFs Strategist Models Retail SMAs Closed-end funds (listed & unlisted) UCITS funds CITs
Phil Waldeck CEO PGIM Portfolio Advisory
PGIM Multi-Asset Solutions
Insurance & Pension Solutions
USD $10B
The solutions specialist of PGIM, providing deep expertise and seamless, integrated solutions that seek to simplify institutional investors’ most complex challenges.
Deliver
Simplify
Solve
Our portfolio design and portfolio management experience leverages PGIM's broad and deep asset class capabilities across public and private markets.
The depth and breadth of PGIM Multi-Asset Solutions’ expertise is focused on one thing – building tailor-made solutions to meet our clients' specific needs.
We partner closely with clients to provide insights into their most complex challenges, designing solutions ranging from: Outcome-oriented multi-asset solutions Capital-efficient and risk-optimised yield solutions Asset-liability modeling to support the design and implementation of strategic and tactical asset allocations
Linda Gibson Chairman & CEO PGIM Quantitative Solutions
PGIM QUANTITATIVE SOLUTIONS
Quantitative Equity | Systematic Macro | Global Multi-Asset Solutions
Alternative strategies available
USD $100B4
Equity and multi-asset investment solutions that navigate a broad range of investment environments. Our data-driven approach employs sophisticated quant techniques to find solutions beyond alpha generation.
INNOVATIVE
TRUSTED
NIMBLE
Innovative
Trusted
Nimble
For over 45 years, we have designed proprietary methods for our clients that provide interpretive flexibility and an inferential edge to solve beyond alpha.
We seek to outperform client expectations in every way, with a high-touch approach at each stage of our partnership.
We apply the latest technology and cutting-edge investment thinking in our pursuit of consistent, risk-adjusted, targeted returns and investment opportunities, customised for our clients.
Asset Allocation
$102B AUM/AUA
Jeffrey Becker Chairman & CEO Jennison Associates
JENNISON ASSOCIATES
Public EQUITY | THEMATIC EQUITY | PUBLIC FIXED INCOME
USD $210B3
One of the leading active equity managers in the U.S. with expertise in growth, value, blend, and specialty equity strategies serving institutional and private clients.
ACCOUNTABILITY
Long-Term Commitment
INVEST WITH CONVICTION
Entrepreneurial Culture
Jennison portfolios reflect the distinct insights and voices of all members on the team that, through a collaborative process, drive outcomes that are not dependent on any single individual.
Enduring client relationships built on client service, long-term outperformance objectives and seasoned investment teams.
Consistent skilled approach based on rigorous fundamental research and bottom-up security selection.
An enterprising investment culture focused on outperformance. Investment teams function as independent boutiques yet collaborate and share insights.
INVESTMENT CAPABILITIES
$210B AUM
John Vibert President & CEO PGIM Fixed Income
PGIM FIXED INCOME
USD $805B2
An active global fixed income manager bringing scale, stability, and broad capabilities to the pursuit of consistently strong, risk-adjusted returns.
Risk Management Focused
Experience & Stability
Rigorous Research
Collaborative Process
Emphasis on risk management, with comprehensive daily risk management, analysis, and reporting.
1,148 global employees with 355 investment professionals averaging 29 years investment experience and 23 years with the Firm2.
Experienced global research teams conduct in-depth fundamental, quantitative, and macroeconomic research and share research and insights with investment teams on local markets worldwide.
Significant resources and infrastructure to specialise and add value. Focus on fundamental, bottom-up security selection through a relative value framework with ESG integration.
$805B AUM
Our Strategies
Explore our Capabilities
Public Fixed Income Alternative strategies available
Collaborative Process Significant resources and infrastructure to specialise and add value. Focus on fundamental, bottom-up security selection through a relative value framework with ESG integration.
Rigorous Research Experienced global research teams conduct in-depth fundamental, quantitative, and macroeconomic research and share research and insights with investment teams on local markets worldwide.
Experience & Stability 1,148 global employees with 355 investment professionals averaging 29 years investment experience and 23 years with the Firm2.
Risk Management Focused Emphasis on risk management, with comprehensive daily risk management, analysis, and reporting.
Public EQUITY | THEMATIC EQUITY | PUBLIC FIXED INCOME Alternative strategies available
Entrepreneurial Culture An enterprising investment culture focused on outperformance. Investment teams function as independent boutiques yet collaborate and share insights.
Invest with Conviction Consistent skilled approach based on rigorous fundamental research and bottom-up security selection.
Long-Term Commitment Enduring client relationships built on client service, long-term outperformance objectives and seasoned investment teams.
Accountability Jennison portfolios reflect the distinct insights and voices of all members on the team that, through a collaborative process, drive outcomes that are not dependent on any single individual.
Quantitative Equity | Systematic Macro | Global Multi-Asset Solutions Alternative strategies available
Nimble We apply the latest technology and cutting-edge investment thinking in our pursuit of consistent, risk-adjusted, targeted returns and investment opportunities, customised for our clients.
Trusted We seek to outperform client expectations in every way, with a high-touch approach at each stage of our partnership.
Innovative For over 45 years, we have designed proprietary methods for our clients that provide interpretive flexibility and an inferential edge to solve beyond alpha.
Solve We partner closely with clients to provide insights into their most complex challenges, designing solutions ranging from: Outcome-oriented multi-asset solutions Capital-efficient and risk-optimised yield solutions Asset-liability modeling to support the design and implementation of strategic and tactical asset allocations
Simplify The depth and breadth of PGIM Multi-Asset Solutions’ expertise is focused on one thing – building tailor-made solutions to meet our clients' specific needs.
Deliver Our portfolio design and portfolio management experience leverages PGIM's broad and deep asset class capabilities across public and private markets.
Global Reach with Local Market Expertise Global scale with deep local market expertise dedicated to client services across the U.S., EMEA, APAC, and LATAM. Locally licensed asset managers in China, India, and Taiwan.
Vehicles
Industry Leading Growth PGIM Investments is the 22nd-largest mutual fund family in the U.S.6 13 out of 15 calendar years of positive net flows, resulting in the 7th-fastest organic mutual fund AUM growth since 2008.6
Investment Solutions Provider PGIM Investments delivers 100+ products globally spanning key asset classes.
PGIM Real Estate Equity | Debt | Agriculture USD $206B
Public / Private Credit Private Placements | Alternative Private Credit USD $103B
Montana Capital Partners PRIVATE EQUITY SECONDARIES USD $3.7B11
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Public Fixed Income U.S. Multi-Sector Global Multi-Sector Investment Grade Corporate High Yield Bonds and Loans Emerging Markets Debt Municipal Bonds Short,Intermediate, and Long Duration Liability-Driven Investing CLOs
Public Equity Large Cap Growth Equity Large Cap Value Equity Large Cap Core Equity Global, Developed & Emerging Markets Small and Mid Cap Equity Sector Strategies Regional/Country Strategies Equity Indexing Fundamental and Quantitative Strategic Alpha (ETFs) Direct Indexing
Alternatives Real Estate Real Estate Equity and Debt Multi-Sector Regional Strategies Core, Core Plus, Value-Add Investment-Grade to High-Yield Debt Global Real Estate Securities Private Credit Infrastructure Debt Direct Lending Mezzanine (Corporate and Energy) Investment Grade and Below Investment Grade Private Placements
Alternatives Further Alternatives Securitized Products Relative Value Fixed Income Emerging Markets Long/Short Unconstrained Absolute Return Healthcare Long/Short Credit Opportunities Private Equity Secondaries Special Situations
Public Fixed Income U.S. Multi-Sector Global Multi-Sector Investment Grade Corporate High Yield Bonds and Loans Emerging Markets Debt Municipal Bonds Short, Intermediate, and Long Duration Liability-Driven Investing CLOs
