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The Strategic Investment Research Group offers customized investment solutions to help meet every client's needs

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Welcome


Prudential Financial’s Strategic Investment Research Group (SIRG) was founded over 30 years ago to serve Prudential's wealth management divisions. Today our organization has grown to provide services to a wide range of Prudential businesses, ranging from basic oversight and reporting to full-service platform consulting and discretionary multi-manager portfolio management.

We have over 25 professionals, averaging more than 15 years of experience, dedicated to investment research.

WEEKLY MARKET REVIEW

A weekly recap of market performance, top news, and economic releases for the prior week.

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Highlighted Research


Value Managers: Resetting Performance Expectations


The 2017 growth-led market was a tailwind for the majority of managers across the active management landscape.   Large cap growth (LCG) active managers reaped the benefit, with 64% of high growth managers posting positive excess returns as of December 31, 2017.  The less obvious winners of the shift towards growth were large cap value (LCV) active managers, 78% of which outperformed the Russell 1000 Value Index for the year.  Value managers were able to generate excess returns in 2017, despite a material pullback in the performance of traditional value factors.  This occurrence may seem odd at first glance but proves to be not so unusual after reviewing the performance and factor sensitivities of value managers over the last 20 years.

 

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Active Equity Management Making A Comeback in 2017


After several years of poor results following the 2008 global financial crisis, the performance of large cap equity managers seems to have turned a corner.  Year to date 2017, more than half of large cap equity funds have outperformed their benchmarks after fees.  The question we are asking ourselves is whether this is a head fake, or is the cycle finally starting to turn?

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Investment Manager Survey and Outlook


Investment Manager Survey - July 2018

Welcome to the latest edition of the SIRG Investment Manager Survey - a quarterly survey of senior investment professionals at investment management firms. This report provides an in-depth analysis of the views and sentiments regarding the economy, asset markets, and other pertinent issues affecting the investment community.

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Investment Strategy Outlook July 2018

SIRG's Investment Strategy Outlook provides a forward looking perspective on the market environment, and how it may impact investment strategies.

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