Learn more about PGIM Quant Select - our history, philosophy, team and strategies.
Designed by the quantitative equity and multi-asset solutions specialist of one of the world’s leading asset managers, our systematic SMA platform combines fully customizable options for ESG and active tax management, including values-based options to help meet individual sustainability goals.
Custom ESG and tax management in one, easy-to-use platform, PGIM Quant Select delivers decades of institutional multi-factor experience to the clients of wealth advisors at surprisingly achievable account minimums.
While many competitors are limited to traditional tax-loss methods that “sweep” a portfolio, selling all unrealized losses, we balance the investment potential of every transaction with capital gain/loss harvesting opportunities.
Daily monitoring helps us manage tax lots proactively. We maintain realistic risk controls, including industry exposure and trading costs, to help maximize after-tax returns.
PGIM Quant Select offers sophisticated Environmental, Social and Governance (ESG) investment options, as well as custom solutions. Our personalized approach allows clients to choose their preferred level of ESG exposure. Customizable options include specific stock restrictions and value-based investing, which help align clients’ portfolios with their personal beliefs.
Build portfolios that align with clients’ values and specific sustainability goals.
PGIM Quant Select’s innovative technology is designed specifically to be easy to use. Our platform’s intuitive user experience helps deliver personalized quantitative investing to asset owners of any age and tech ability, while on-demand, best-in-class reporting keeps track of their asset growth and expenditures in an easily exportable format.
We’ve made the PGIM Quant Select platform readily available to wealth advisors with flexible account minimums, starting at only $50,000.
Let us know if you would like to schedule a demo or speak to one of our experts by filling out the form below.
* As of Jun 30, 2021
^ PGIM is the investment management business of Prudential Financial, Inc. (PFI); PFI is the 10th largest investment manager (out of 477 firms surveyed) in terms of global assets under management based on Pensions & Investments’ Top Money Managers list published on May 31, 2021. This ranking represents global assets under management by PFI as of Dec 31, 2020.
† Alternative AUM includes hedge funds, private credit, real estate and infrastructure strategies. PGIM’s real estate strategies are captured under Alternatives and Real Estate. Totals may not sum due to double counting.