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.
-
Well established approach
-
Depth of specialism
-
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. |
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.
Q1 PruFund Growth & PruFund Cautious Investment Update from the M&G Treasury & Investment Office (T&IO)
The major story of the quarter was the activity in fixed income markets. This was driven by inflation concerns causing many mainstream government bonds to sell off, led by US Treasuries.
Q1 LF Prudential Risk Managed Active and Risk Managed Passive Funds Investment Update
The major story of the quarter was the activity in fixed income markets, driven by inflation concerns, as many mainstream government bonds sold off, led by US Treasuries.