On-Demand Events
PruFund – Past, Present & Future
185 min watch 25 Nov 24
PruFund has smoothed out clients’ investments for 20 years, across some of the most volatile market events. Used by more than 450,000 savers and investors across the UK, it’s a valuable core holding for any client seeking investment growth but wanting a smoother return profile.
In this four-part event series, expert fund managers, investment speakers, and three of our top executives in M&G Life delved into PruFund, celebrating 20 years & showcasing what’s beneath the bonnet of PruFund and shaping it for the future.
In this session Andy Papadopoulos, Intermediated Sales Director, talked with three of our Executive team: Clive Bolton – CEO of M&G Life, Anusha Mittal – MD of Life & Pensions and Rob Hickson – MD of Distribution, on PruFund's past, present and future, reflecting on:
- a proven track record of PruFund through change
- the focus on longevity and fulfilling client/customer needs to make money work for them, and
- evolution and looking ahead to give some insight into our vision and aspirations for the future of PruFund.
In this session, we heard insights into the day-to-day life at M&G’s Treasury & Investment Office (T&IO) – what they do, some of the key responsibilities delegated to them and how the various teams within T&IO work together. They also looked at the specifics of how T&IO decides where PruFund invests and why we believe this has been successful for so long.
CPD – This session qualifies for up to 45 minutes of Structured CPD accredited by CII. By the end of the session you will be able to:
- Describe how delegation and governance work within the M&G Treasury & Investment Office
- Explain how the M&G Treasury & Investment Office interacts with asset managers and the benefits this can bring to PruFund portfolios
- Explain why asset allocation evolves with capital markets and why this is important
- Describe how investment research and capital market views feed into asset allocation decisions.
To claim your CPD certificate, test your knowledge with the questions below.
Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below
Q1: Since launch has the UK equity exposure within PruFund Growth;
- Increased
- Decreased
- Stayed the same
Q2: How many asset classes can PruFund Growth invest in?
- 25
- 30
- 35
Q3: What team within T&IO decides the asset allocation for PruFund Growth?
- Long-Term Investment Strategy
- ESG & Regulatory
- Manager Oversight
Q1: Since launch has the UK equity exposure within PruFund Growth;
- Increased
- Decreased
- Stayed the same
Q2: How many asset classes can PruFund Growth invest in?
- 25
- 30
- 35
Q3: What team within T&IO decides the asset allocation for PruFund Growth?
- Long-Term Investment Strategy
- ESG & Regulatory
- Manager Oversight
Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk
Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.
This session provided insights and opinions across a range of different markets that PruFund has exposure to with the people responsible for investing those assets.
We talked Japan, China and Asia in general, looked at the opportunities in European equities and the benefits of allocating to Emerging Market debt.
CPD – This session qualifies for up to 45 minutes of Structured CPD accredited by CII. By the end of the session you will be able to:
- Identify the challenges and opportunities across different investment markets
- Explain why different asset classes have different challenges and outlook.
To claim your CPD certificate, test your knowledge with the questions below.
Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below
Q1: What four asset classes did we cover?
- Japan Equities, UK Real Estate, EM Debt & European Equities
- UK Real Estate, Fixed Income, Alternatives, China Equities
Q2: We recently added EMD team at Artisan Partners to our allocations. When was this?
- July
- August
- September
Q1: What four asset classes did we cover?
- Japan Equities, UK Real Estate, EM Debt & European Equities
- UK Real Estate, Fixed Income, Alternatives, China Equities
Q2: We recently added EMD team at Artisan Partners to our allocations. When was this?
- July
- August
- September
Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk
Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.
On this session, we provided a short update on the Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund Range of Funds and how the funds are performing.
We also looked at the impact of inflation on investments historically and the prospects going forward, as well as the long-term benefits of PruFund, both in terms of accumulation and taking withdrawals.
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The PruFund range of funds
Give your client a smoothed investment experience with the PruFund range of funds. Explore our multi-asset solutions on the PruAdviser website today.
Speak to us about PruFund
PruFund has smoothed out clients’ investments for 20 years, across some of the most volatile market events.
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