Who are T&IO?
Prudential's multi-asset team, M&GPrudential Treasury & Investment Office (T&IO), are one of the largest and most well-resourced in the UK retail market. T&IO manages approximately £175bn (as at 30th June 2019) across a growing range of highly competitive multi-asset solutions and annuities on behalf of Prudential UK and Europe.
Who are T&IO?
The goal for Prudential’s multi asset team is to produce great investment outcomes. Listen to the members of our investment team about how they achieve these outcome and how the team works.
T&IO has great strength in depth with a team that includes investment professionals with expertise in capital market research, investment strategy design, liability management, alternative investments, derivatives and portfolio management.
T&IO works closely with Prudential to set the overarching strategic asset allocation framework for the multi-asset fund range and for managing the asset allocation on an ongoing basis.
As Prudential's asset allocation experts, here are some more key facts about T&IO.
Scale and breadth of assets under management: Often a preferred counterparty in the marketplace able to negotiate competitive terms and ensure a premium service is always provided.
Asset allocation: Core specialism is asset allocation. Stock selection decisions are outsourced to experienced fund managers in particular asset classes or markets.
Operational infrastructure: Investment teams supported by experienced information, compliance and risk monitoring teams.
Alternatives: One of the largest UK investors in alternative investments with over £6bn invested across a diversified global portfolio of assets.
Long-term: Being part of an insurance group allows a longer investment horizon and provides the opportunity to exploit the risk premiums offered through holding illiquid assets and access to a wide range of asset classes.
Resource: Around 60 strong team including specialist expertise in capital markets’ research, manager research, investment strategy design, liability management, alternative investments and portfolio management.
Longevity of process: At the core of any long-term asset allocation decision is a process that has been in place and successful for nearly two decades.
Governance framework: Approach of setting and policing clear mandates for underlying managers for PruFunds provides an additional layer of quality control.
Active management: Believe value can be added through a sound and well-structured investment process across strategic, intermediate and tactical time horizons.
Global reach: Close relationships with high quality investment companies like Eastspring Investments, PPM America, PPMSA, M&G Investment Management and M&G Real Estate – over 800 investment professionals.
Demonstrable success: PruFund Growth’s 14 year track record provides clear evidence of T&IO’s ability to produce investment returns that help meet investor expectations over long periods and through different market conditions.
Liquidity and stress tests: All portfolios are formally stress tested quarterly.
As at 30 June 2019