Skip to main content

PruFund From Prudential

Treasury and Investment Office Quarterly update and Investment building blocks

Last Updated: 27 Nov 23 60 min watch

By M&G Treasury and Investment Office (T&IO)

Paul Fidell (Senior Investment Specialist)
Parit Jakhria (Director of Long-Term Investment Strategy)
Mark Riggall (Head of Client Portfolio Management at the M&G Treasury and Investment Office)

On this event, Paul Fidell, Senior Investment Specialist, ran through this quarter’s PruFund Expected Growth Rates (EGR) and Unit Price Adjustments (UPA) update.

Parit Jakhria, Director of Long-Term Investment Strategy and Mark Riggall, Head of Client Portfolio Management at the M&G Treasury and Investment Office (T&IO) then discussed our long-term established ‘building blocks framework’, for breaking down expected returns across different asset classes and geographies and in shaping our capital market assumptions.

60 minutes     |     Structured CPD accredited by CII

They covered:

  • Our observation of short vs medium to long-term performance
  • How we’re positioned in the current interest rate cycle
  • How our investment building blocks provide broad exposure to optimise returns
  • Recent changes to portfolios managed by T&IO
  • Why we think it’s important to have a forward-looking asset allocation process
  • What part this plays in forming PruFund EGRs

Download the slides

Back to top

Search Investment insights

Related Insights

M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.