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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 20 professionals, averaging more than 10 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


Is the Tide Starting to Turn for Active Managers?


After roughly seven years of experiencing subpar returns from active large cap equity managers, we have seen a pronounced shift away from active strategies towards passively managed index funds and ETFs.  2016 was an especially difficult year with only 22% outperforming their benchmarks.  The inability of active managers to outperform the index confirms for some investors what a segment of the investment community says is an impossible task - to outperform the market after fees.  Our perspective is that active management has always been a difficult task, requiring investors to identify skilled managers with a competitive edge.  Performance has, admittedly, been atypically poor over the past few years.  However, we don't think that recent challenges represent a secular decline in the art of stock picking.  Rather, many of the headwinds that active managers have faced are attributable to market conditions that are temporary and not structural.  Within this context, we will explain the drivers of active manager performance, market dynamics over the past five years, and why we believe these headwinds are starting to fade.

 

Post-Election Active Management Performance


President-elect Trump's pro-growth agenda is widely believed to be the impetus driving the equity markets higher since the election on November 8.  However, in looking more closely at the data, the market has been in a "risk-on" regime since mid-February, the bond proxy trade withstanding.  This was largely centered on technology stocks and higher beta.


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Market Outlook


Investment Manager Survey - January 2017

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 Q1 2017

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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