Customized
Investment Solutions

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

Learn more



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.

Learn More

Image: Opens a PDF File

Highlighted Research


Falling Rates a Headwind for Active Strategies


Investment managers have identified defensive, higher-dividend-yielding, “bond proxy” stocks as potentially crowded positions. Being underweight these types of stocks, which investment managers often described as expensive and vulnerable to underperformance in a rising rate environment, has been one factor contributing to underperformance year to date.

Most active managers have been on the wrong side of this trade so far in 2016. It remains to be seen whether or not they will ultimately be proven right. It is early days yet, but most U.S. equity managers that we have been talking to don’t anticipate making any major changes to their portfolios as a result of “Brexit,” as most U.S. companies have relatively little exposure to UK sales.

Accordingly, large cap equity managers may continue to face headwinds in an environment characterized by falling rates, “risk-off” sentiment, or “dovish” surprises by the Fed. Conversely, rising rates, “risk-on” sentiment, and hawkish Fed surprises would tend to be tailwinds.


Learn More

Image: Opens a PDF File

 More Research

Evaluation of Outcome Oriented Strategies


The shift away from traditional, relative return oriented, investment strategies, which have the sole objective of outperforming a benchmark index, into strategies designed to respond to more complex client needs, has made the task of measuring performance considerably more challenging for investors. The analysis of outcome oriented investment strategies doesn’t require a wholesale change in thinking. Rather, it requires expanding the current approach to capture more complex portfolio objectives.

Market Outlook


Investment Manager Survey - July 2016

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.

Learn More

Image: Opens a PDF File

Investment Strategy Outlook Q3 2016

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

Learn More

Image: Opens a PDF File

 More Research