MEDIA KIT ABOUT US, OUR THOUGHT LEADERS, AND HOW TO USE OUR NAME

Size: px

Start display at page:

Download "MEDIA KIT ABOUT US, OUR THOUGHT LEADERS, AND HOW TO USE OUR NAME"

Charity Farmer
5 years ago
Views:

1 MEDIA KIT ABOUT US, OUR THOUGHT LEADERS, AND HOW TO USE OUR NAME

About PGIM Investments At PGIM Investments, we help meet the financial needs of investors by offering strategies that invest across the global markets.

2 About PGIM Investments At PGIM Investments, we help meet the financial needs of investors by offering strategies that invest across the global markets. We are part of PGIM, the global investment management business of Prudential Financial, Inc.* the 9th-largest asset manager globally 1 with over $1 trillion in assets under management 2 and a company that individuals and businesses have trusted with their financial future for over 140 years. This scale and investment experience allow us to deliver Prudential Funds a diversified suite of actively managed solutions across a broad spectrum of asset classes and investment styles, managed by our affiliated asset managers: PGIM Fixed Income, PGIM Real Estate, Jennison Associates, and QMA. * Prudential Financial Inc., of the United States is not affiliated in any manner with Prudential Plc, a company incorporated in the United Kingdom. ¹ Pensions & Investments Top Money Managers list, 5/29/2017. Represents assets managed by Prudential Financial as of 12/31/ PGIM data as of 12/31/2016. PGIM INVESTMENTS MEDIA KIT 2

3 PGIM Global Businesses PGIM Investments is one of eight PGIM businesses that offer investors a wide range of strategies across asset classes and geographies. Each business maintains its own investment process and culture, allowing for a singular focus on delivering superior returns for clients. GLOBAL PARTNERS PGIM INVESTMENTS MEDIA KIT 3

4 PGIM Investments Affiliated Asset Managers PGIM Investments funds are managed by four of PGIM s businesses PGIM Fixed Income, PGIM Real Estate, Jennison Associates, and QMA. These affiliated asset managers are committed to a long-term investing approach because they also manage money for major corporations and pension funds around the world that measure investment success over decades, not quarters. It means individual investors benefit from the same focus, expertise, innovation, and attention to risk demanded by today s most sophisticated investors. One of the largest and Global leader in public Leading fundamental Leader in developing most experienced and private real estate equity and fixed innovative, quantitative public fixed income investments with deep income manager equity and asset managers in the knowledge of local and featuring growth, value, allocation strategies industry. regional markets. blend, global, and to help meet a broad specialty strategies. range of investment objectives. ASSETS ESTABLISHED ASSETS ESTABLISHED ASSETS ESTABLISHED ASSETS ESTABLISHED $694.7 billion 1928 $68.9 billion* 1970 $170.9 billion 1969 $133.3 billion 1975 PGIM data as of 9/30/2017. *Gross equity real estate AUM equals $68.9 billion, and net assets equal $50.2 billion as of 9/30/2017. PGIM INVESTMENTS MEDIA KIT 4

Our Thought Leaders Stuart Parker is president and CEO of PGIM Investments.

experience about the fund industry and are available to share their insights.

Development, Industry Trends, Regulation Jim Devaney Senior Vice President, Head

Sales Trends Stuart Parker President and CEO Global Industry Trends, Strategic

Accounts Financial Intermediary Trends, Global Distribution Tony Fiore Senior

5 Our Thought Leaders Stuart Parker is president and CEO of PGIM Investments. He and the four senior executives below offer a wealth of knowledge and experience about the fund industry and are available to share their insights. Scott Benjamin Executive Vice President, Head of Product and Marketing Product Development, Industry Trends, Regulation Jim Devaney Senior Vice President, Head of Sales Distribution Portfolio Construction Strategies, Advisor Perspectives, Sales Trends Stuart Parker President and CEO Global Industry Trends, Strategic Business Initiatives Kimberly LaPointe Executive Vice President, Head of Global Accounts Financial Intermediary Trends, Global Distribution Tony Fiore Senior Vice President, DCIO National Sales Manager Retirement Trends, DCIO Industry PGIM INVESTMENTS MEDIA KIT 5

6 Performance. Experience. Scale. The numbers below demonstrate how PGIM Investments helps clients meet their long-term investment goals. LONG-TERM OUTPERFORMANCE % of our fixed income funds outperformed their Morningstar 90 category median over the 10-year period 1 DEEP ASSET CLASS EXPERIENCE 95 funds globally + spanning key asset classes and strategies 2 15 average years fund manager tenure 3 23 average years investment experience 3 POWERED BY PGIM A TOP 10 GLOBAL ASSET MANAGER 9 th largest global investment 1,100+ investment professionals manager 4 worldwide in 31 offices across 16 countries of the largest 300 global pension funds managed by PGIM 6 23 of the largest 25 U.S. corporate plans managed by PGIM out of 10 fixed income funds. Ranking based on Class Z share fixed income funds with 10-year history. Rankings for Class Z share fixed income funds that rank top 50% or better within their respective Morningstar Categories over the trailing 1-, 3-, and 5-year periods are 13/18 funds, 13/16 funds, and 11/13 funds, respectively. Source: Morningstar as of 9/30/ funds domiciled in the U.S. and 26 funds domiciled in Ireland. Ireland funds cannot be purchased by U.S. investors. 3 PGIM data. 4 Pensions & Investments Top Money Managers list, 5/30/2017. Represents assets managed by Prudential Financial as of 12/31/ As of 9/30/ PGIM client analysis as of 9/30/2017 compared to P&I/Towers Watson Top 300 Pension Funds ranking, data as of December 31, 2015, published September Based on U.S. Plan Sponsor rankings in Pensions & Investments as of December 31, Class Z shares are available to institutional investors through certain retirement, mutual fund wrap and asset allocation programs, and to institutions at an investment minimum of $5 million. Performance by share class may vary. Other share classes, which contain either a sales load or a contingent deferred sales charge, are also available. These expenses could lower total fund return. Please see the prospectus for additional information about fees, expenses, and investor eligibility requirements. PGIM INVESTMENTS MEDIA KIT 6

7 How to Use Our Name PGIM Investments (p-jim in-vest-muh-nts) PGIM Investments is the actual name of our organization. PGIM is not an acronym. We are part of PGIM, the global investment management business of Prudential Financial, Inc. and the 9th-largest asset manager worldwide. When you include comments in your content from PGIM Investments thought leaders and spokespeople or when you mention our products please attribute them to PGIM Investments, not to PGIM. PGIM Investments funds are branded with the Prudential name. Example: Prudential Total Return Bond Fund, Prudential Income Builder Fund, and Prudential Short-Term Corporate Bond Fund, Inc. PGIM INVESTMENTS MEDIA KIT 7

Media Contact For media inquiries, please contact: Office: (973) 802-9939 Mobile: (973) 803-2348 Email: judith.flynn@prudential.

com 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.

8 Media Contact For media inquiries, please contact: Office: (973) Mobile: (973) Judi Flynn Director, Global Communications, PGIM, Prudential Financial, Inc. To learn more about PGIM Investments, please visit pgiminvestments.com 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 as investment advice and is not a recommendation about managing or investing your retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional. RISK INFORMATION Mutual fund investing involves risk. Some mutual funds have more risk than others. The investment return and principal value will fluctuate, and investors shares, when sold, may be worth more or less than the original cost. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Asset allocation and diversification do not assure a profit or protect against loss in declining markets. There is no guarantee a fund s objectives will be achieved. The risks associated with each fund are explained more fully in each fund s respective prospectus. Your clients should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation. For more information, please visit our website at pgiminvestments.com. Consider a fund s investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the summary prospectus contain this and other information about the fund. Contact your financial professional for a prospectus and summary prospectus. Read them carefully before investing. Mutual funds are distributed by Prudential Investment Management Services LLC, a Prudential Financial company, member SIPC. Jennison Associates and PGIM, Inc. (PGIM) are registered investment advisors and Prudential Financial companies. QMA is the primary business name of Quantitative Management Associates LLC, a wholly owned subsidiary of PGIM. PGIM Fixed Income and PGIM Real Estate, are units of PGIM Prudential Financial, Inc. and its related entities. Jennison Associates, Jennison, PGIM Real Estate, PGIM, and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Mutual Funds Are not insured by the FDIC or any federal government agency May lose value Are not a deposit of or guaranteed by any bank or any bank affiliate NS12939 Expiration: 11/30/2018

PGIM INVESTMENTS. And the investment managers that make a difference. PGIM Fixed Income QMA

PGIM INVESTMENTS. And the investment managers that make a difference. PGIM Fixed Income QMA PGIM INVESTMENTS Bringing you the investment managers of Prudential Financial, Inc. PGIM INVESTMENTS And the investment managers that make a difference PGIM Fixed Income Jennison Associates QMA PGIM REAL