Talk:PGIM

Latest comment: 2 years ago by PK650 in topic Edit request 2

Edit request for Structure section edit

Hi, I work for PGIM and have some suggestions for the article. I respect Wikipedia's conflict of interest policies, so I am turning to the general community for help with this.

  1. PGIM Fixed Income-
    • Update assets under management to $968 billion as of December 31, 2020.[1]
    • Update offices to: US, London, Amsterdam, Zurich, Munich, Hong Kong, Tokyo and Singapore.[2]
    • Add: Michael Lillard was appointed CEO in 2016.[3]

Partially done -Imcdc (talk) 09:22, 18 October 2021 (UTC)Reply

  1. Jennison Associates-
    • Update assets under management to $224 billion as of December 31, 2020. [4]
    • Update total AUM invested in non-equity securities to 30% [5]
    • Add: Jeffrey T. Becker has been Jennison's chairman and chief executive officer since 2016.[6] Jennison has offices in New York and Boston.[7]

Partially done -Imcdc (talk) 09:22, 18 October 2021 (UTC)Reply

  1. QMA-
    • Update assets under management to $120 billion as of December 31, 2020.[8]
    • Add: QMA is headquartered in Newark, NJ, with locations in San Francisco, CA and London, UK.[9] QMA's top executives are CEO Andrew Dyson[10] and Chief Investment Officer (CIO) George Patterson, PhD.[11] QMA uses factor investing in its quantitative process. The firm has drawn attention to their approaches to behavioral bias and momentum investing, unstructured data analysis,[12] and more recently ESG.[13] In 2016, QMA developed Target Date glidepaths and Prudential launched Day One Target Date Funds for retirement investors.[14]

Partially done -Imcdc (talk) 09:22, 18 October 2021 (UTC)Reply

  1. PGIM Private Capital-
    • Update private placements and mezzanine debt to $101 billion as of December 31, 2020. [15]
    • Add: Allen Weaver is the managing director and head of PGIM Private Capital.[16]

Partially done -Imcdc (talk) 09:22, 18 October 2021 (UTC)Reply

  1. PGIM Real Estate-
    • Replace first sentence with:PGIM Real Estate is the global real estate investment arm of PGIM, with professionals in 32 cities around the world.
    • Add: In 2020, PGIM Real Estate merged their debt and equity businesses, with Eric Adler as chief executive officer.[17]
    • Update net AUM to $180 billion as of December 31, 2020.[18]

Partially done -Imcdc (talk) 09:22, 18 October 2021 (UTC)Reply

  1. PGIM Investments-
    • Update first sentence to: PGIM Investments is the retail distribution division of PGIM and offers investment advisory services for investments, assets and portfolio management.
    • Add: In 2018, PGIM Investments entered the exchange-traded fund space with the launch of the PGIM Ultra Short Bond.[19]
    • Update mutual fund assets under management to $160 billion, and net mutual fund flows to $21.7 billion. [20]
    • Add: According to Barron's annual Best Fund Families performance ranking, PGIM Investments ranked #1 in the World Equity category and #10 in the Five-year Performance category in 2020. [21]

Partially done -Imcdc (talk) 09:22, 18 October 2021 (UTC)Reply

References

  1. ^ "PGIM Fixed Income". www.fitchratings.com. 26 April 2021.{{cite web}}: CS1 maint: url-status (link)
  2. ^ "PGIM- Our Firm". www.pgim.com.{{cite web}}: CS1 maint: url-status (link)
  3. ^ "Prudential's Sullivan Exits $652 Billion Bond Unit He Built". www.bloomberg.com. 19 October 2016.{{cite web}}: CS1 maint: url-status (link)
  4. ^ "Jennison Associates LLC". www.whalewisdom.com.{{cite web}}: CS1 maint: url-status (link)
  5. ^ "PGIM 2021 First Quarter Overview" (PDF). Prudential Financial.{{cite web}}: CS1 maint: url-status (link)
  6. ^ "Movers & shakers: September 5". www.ft.com. 5 September 2016.{{cite web}}: CS1 maint: url-status (link)
  7. ^ "Jennison Associates LLC report" (PDF).
  8. ^ "QMA taps Morningstar veteran as new head of retirement research". www.pionline.com.{{cite web}}: CS1 maint: url-status (link)
  9. ^ "QMA Contact Us". www.qma.com.{{cite web}}: CS1 maint: url-status (link)
  10. ^ "QMA to take quants to global stage". www.globalinvestorgroup.com. 11 April 2018.{{cite web}}: CS1 maint: url-status (link)
  11. ^ "QMA promotes from within for new CIO, restructures equities business". www.pionline.com. 13 July 2020.{{cite web}}: CS1 maint: url-status (link)
  12. ^ "Amid big data fads, one firm tries a new approach". www.institutionalinvestor.com. 28 April 2017.{{cite web}}: CS1 maint: url-status (link)
  13. ^ "Where quant does it better". www.institutionalinvestor.com. 1 August 2019.{{cite web}}: CS1 maint: url-status (link)
  14. ^ "Target date funds: Prudential enters price war". www.barrons.com. 29 December 2019.{{cite web}}: CS1 maint: url-status (link)
  15. ^ "PGIM Private Capital Reports a Very Good Year, Indeed". www.investableuniverse.com. 12 February 2021.{{cite web}}: CS1 maint: url-status (link)
  16. ^ "Prudential CG Rebrands as PGIM Private Capital". www.moneymanagement.com. 10 July 2019.{{cite web}}: CS1 maint: url-status (link)
  17. ^ "Executive Interview: When Two Became One". www.funds-europe.com. March 2020.{{cite web}}: CS1 maint: url-status (link)
  18. ^ "PGIM Real Estate". www.impactassets.org.{{cite web}}: CS1 maint: url-status (link)
  19. ^ "PGIM Ultra Short Bond ETF". markets.ft.com.{{cite web}}: CS1 maint: url-status (link)
  20. ^ "PGIM Investments Ranks No. 2 For Net Mutual Fund Flows In 2020". www.republicworld.com. 10 February 2021.{{cite web}}: CS1 maint: url-status (link)
  21. ^ "Barron's Best Fund Families of 2020". www.barrons.com. 19 February 2021.{{cite web}}: CS1 maint: url-status (link)

Thank you, CCPGIM406 (talk) 15:44, 13 July 2021 (UTC)Reply

Hi CCPGIM406, all updated except the last part. Keep promotional parts away from the article where possible. -Imcdc (talk) 04:42, 21 August 2021 (UTC)Reply
@Imcdc:, thanks for your help! Please correct me if I'm wrong, but I understood that factual, well-sourced information would be appropriate to include, even if it were positive and potentially "promotional"?
I have a few other additions to propose, and am posting them below as a new edit request. If you're willing to take a look at these as well, I would really appreciate it. Thanks again for your help thus far, CCPGIM406 (talk) 19:39, 24 August 2021 (UTC)Reply
  Done PK650 (talk) 22:38, 18 October 2021 (UTC)Reply

Edit request 2 edit

Hi, I work for PGIM and have some additional suggested edits for the article. Due to my COI, I again turn to the general community for help:

  • After "PGIM Global Partners", please add a new "Quantitative research" section with the following content:

In 2016, Bruce D. Phelps was appointed Head of Research for PGIM’s Institutional Advisory & Solutions (IAS) group.[1]

In 2020, the IAS group, in partnership with Singapore’s sovereign wealth fund GIC, developed an asset allocation framework to help investors assess the impact of private assets on portfolio liquidity.[2]

  • At the end of the "Rebranding" section, please add the following sentence:

In 2020, PGIM launched the “OUTPerformance” brand campaign.[3] In November of the same year, Peregrine’s Global 100 Report ranked PGIM as the #6 best asset manager in the world for its integrated marketing and communications activities.[4][5]

  • At the end of the "Sustainability" section, please add the following two new paragraphs:

In 2019, Prudential was included in Fortune’s Change the World Sustainability All Stars list.[6]

In 2021, PGIM Real Estate committed to reduce the operational carbon emissions of its global portfolio of managed properties to net zero by 2050.[7]

  • Please add the following new "Diversity and inclusion" section to the end of the article (after the existing "Sustainability" section):

In 2016, PGIM hired Cathy Verhoff as its first Chief Inclusion and Diversity Officer. In 2018, Kathy Sayko assumed the role.[8][9] In 2020, PGIM was recognized by Citywire Selector with a Gender Diversity Award for the most improved gender diversity.[10] In December 2020, PGIM was ranked third in Pensions and Investments Best Places to Work in Money Management.[11]


References

  1. ^ "PGIM adds head of research for institutional advisory, solutions group". www.spglobal.com. 6 December 2016.{{cite web}}: CS1 maint: url-status (link)
  2. ^ "New AA model prioritises liquidity". www.top1000funds.com. 20 May 2020.{{cite web}}: CS1 maint: url-status (link)
  3. ^ "Prudential unifies messaging across eight websites". www.campaignlive.com.
  4. ^ "The Global 100 2020 Asset Management Marketing Report". www.theglobal100.com.{{cite web}}: CS1 maint: url-status (link)
  5. ^ "Peregrine Global 100 report 2020" (PDF).
  6. ^ "The Change the World Sustainability All Stars 2019". www.fortune.com. 19 August 2019.{{cite web}}: CS1 maint: url-status (link)
  7. ^ "PGIM Real Estate commits to global net zero carbon operations". www.propertyfundsworld.com. 5 December 2021.{{cite web}}: CS1 maint: url-status (link)
  8. ^ "Movers and Shakers: October 1". www.ft.com. 1 October 2018.
  9. ^ "PGIM names new chief inclusion, diversity officer". www.roi-nj.com. 18 September 2018.{{cite web}}: CS1 maint: url-status (link)
  10. ^ "Gender Diversity Awards: fund group winners revealed". www.citywireselector.com. 10 December 2020.{{cite web}}: CS1 maint: url-status (link)
  11. ^ "The best places to work in money management in 2020". www.pionline.com. 14 December 2020.{{cite web}}: CS1 maint: url-status (link)

Not done -Imcdc (talk) 09:24, 18 October 2021 (UTC)Reply

Hi CCPGIM406. I will let the community decide if they feel these can be added. But from my point of view its unlikely. The wiki article is supposed to be a neutral encyclopedia that's supposed to let viewers know about the basic facts of the company (I have removed subsidiary executives since most are not notable and in general we only mention the highest level ones) and its operations. Most of these points don't seem to add on anything significant to understanding the firm except acting as promotional points. -Imcdc (talk) 01:57, 25 August 2021 (UTC)Reply

@Imcdc: thank you for your thoughtful response. Regarding the awards/rankings (in both the first and second request), the (now removed) executives and general history in my second request- in your opinion, is this an issue of the language being too promotional, or of information which should not be included at all? My understanding was that factual information backed by third-party sources is likely appropriate for inclusion, but if there is information that should be removed, or changes you'd suggest to the language, I am happy to work on improving this. In the meantime, I await further involvement from the community. Thanks again for your assistance. CCPGIM406 (talk) 19:19, 30 August 2021 (UTC)Reply
@Imcdc: Hi. Have these requests been answered? PK650 (talk) 21:55, 17 October 2021 (UTC)Reply
@PK650: Hi. I have answered the requests that I think are viable. I refuse to do the rest as I consider them promotional or unsuitable for a Wikipedia article. If someone else wants to clear them then by all means. -Imcdc (talk) 01:38, 18 October 2021 (UTC)Reply
@Imcdc: Thank you for getting back to me. Could you maybe highlight which bits have been addressed by you so I can finish this request and clear the template from the queue? Appreciated, PK650 (talk) 09:01, 18 October 2021 (UTC)Reply
@PK650: Updated
  Not done: Only added the net zero carbon bit, as the rest is non-notable. PK650 (talk) 22:41, 18 October 2021 (UTC)Reply