How we manage investments
The success of Prudential's funds is a result of M&G Treasury & Investment Office’s (T&IO) multi-asset expertise and a robust investment philosophy.
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Well established approach
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Depth of specialism
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Specialist fund managers
T&IOs Investment Philosophy
The key to delivering long term stable returns is driven by how well the underlying drivers of risk and return are managed in a portfolio.
Every investment decision T&IO make is the result of an approach developed over many years which has led to well established beliefs and attributes.
The investment philosophy allows T&IO to add value from a combination of different areas:
Investment expertise
We're hands-on, proactive and collaborative in our approach to decision-making.
We conduct in-house research and modelling, driving insights exclusive to us.
We demand a depth of specialism at every stage of the investment process.
Specialism at every stage
T&IO are one of the best resourced multi asset teams in the UK. It includes experts in macro-economic analysis, specialists in strategic - and tactical - asset allocation, actuaries and investment strategists and an 8-strong Manager Oversight Team. The Manager Oversight Team works closely with specialist fund managers, each hand-picked by T&IO. They also have access to the expertise of M&G Investments and M&G Real Estate.
A team of complementary specialists in... |
How the investor benefits |
In-house capital market research and modelling |
Our proprietary analysis tools and research allow a deeper understanding of underlying asset classes’ behaviours over time. |
In-house scenario modelling |
A key differentiator, we use proprietary analysis and tools to model the risks, returns and correlations between asset classes, educating decisions in SAA. |
Portfolio Construction |
A reputation for creating robust and diversified portfolios that support long-term value and reduce risk. |
Strategic Asset Allocation |
Our core specialism. Driving performance and decreasing volatility for investors over time. |
Alternative Asset Allocation |
Access to non-traditional asset classes including private equity, infrastructure and hedge funds, which enable solutions for clients not available with other providers. |
Specialist Fund Management |
With T&IO focusing on underlying asset selection, we’re able to employ fund managers who specialise in specific asset classes or markets. |
Risk and Compliance |
Our ‘three lines of defence’ approach minimises risk for both advisers and their clients. |
Investing in Alternatives
Michael Howard, head of Alternatives at M&G discusses his role and provides insight into some of the unique alternatives assets we invest in that underpin our portfolios.
Long-term investment
Parit Jakhria, Director of Long Term Investment Strategy at the M&G Treasury and Investment Office, discusses his role and how we align our long-term investment strategy with our client's aims and objectives.
Latest T&IO updates
T&IO Weekly Market Updates
The M&G Treasury and Investment Office look at the latest developments in investment markets with their weekly investment commentary and podcast.
Prudential Market Insights – October 2020
Phil Butler, Multi-Asset Portfolio Manager, M&G Treasury and Investment Office discusses the impact of Covid-19 on markets, The FTSE vs the S&P500 and the importance of the US election on global markets.
Q3 PruFund Growth and Cautious Update
A high-level overview of how some of the main constituent asset class of PruFunds have performed over the third quarter.