Customized
Investment Solutions

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


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.

Putting Underperformance in Perspective


Determining how long to stick with an underperforming manager is one of the most difficult tasks investors grapple with.  It's been well documented that institutional investors typically terminate managers too quickly.  While a thorough qualitative review process and sound judgment should be central to any due diligence program, having a historical perspective about what length of underperformance is normal can help distill random noise from more serious performance issues.  To that end, SIRG conducted a research study on this very topic and the results can help investors put a stake in the ground when it comes to determining the appropriate time to elevate an underperforming manager.


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Market Outlook


Investment Manager Survey - April 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.

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Investment Strategy Outlook Q2 2016

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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