DCIOs
NAPAFIRMPARTNERS
PGIM Newark, NJ pgim.com
Key Contact(s)
Assets Managed*
Tony Fiore 973.508.9383 anthony.fiore@pgim.com Key Contact
Total AUM $1,266,000,000,000
Peter Cavallini 973.367.5167 peter.cavallini@pgim.com Key Contact Clint Barker 973.787.4819 clint.barker@pgim.com
Firm Profile
At PGIM Investments, we help investors participate in opportunities across global markets while meeting their toughest investment challenges. We’re part of PGIM, a top investment manager globally with more than $1.3 trillion in assets under management. PGIM’s scale and investment experience allow us to deliver actively managed funds and strategies to meet the needs of investors around the globe. PGIM Investments’ dedicated Retirement Investment Solutions (RIS) team is committed to helping defined contribution advisors and consultants meet ever-evolving retirement challenges. The team provides a depth of experience and resources that can help address the changing dynamics of the retirement business.
Total DCIO Assets $176,800,000,000 DCIO Assets Breakdown [%] Collective Trusts: 13% Money Markets: 1% Mutual Funds: 34% Separate Accounts: 37% Stable Value: 15% Other: 0%
Asset Allocation Funds
• PGIM Target Date Funds • PGIM Balanced Fund • PGIM Income Builder
Top 5 Funds by DC Assets [Fund Name / Total Assets] 1. PGIM Total Return Bond/Core Plus Bond Fund: $22,757,580,875 2. PGIM Target Date Funds: $5,554,842,473 3. PGIM Jennison Growth/Large Cap Growth Jennison: $5,463,926,834 4. PGIM High Yield: $5,046,898,415 5. PGIM Retirement Real Estate Fund II LP: $2,346,759,710
Advisor Support Services Primary Market(s) Served
Micro: <$1 million Small: $1-$10 million Mid: $10-$100 million Large: $100-$250 million Mega: >$250 million
• External Wholesalers Focused on Advisors • External Wholesalers Focused on Institutional • Plan Benchmarking • Target-Date Evaluation Tools • Training for DC Plan Sales/Service
No. of External Wholesalers DC: 5 Retail: 70
*as of 6.30.23
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NAPABLACKBOOK2023