Target Date Funds in Volatile Times – PGIM Investments – 12.7.22

Overview:
Title: Target Date Funds in Volatile Times
Date: Wednesday, December 7, 2022
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Target date funds can provide stable, reliable income which is essential for retirement funds and investors seeking to also preserve capital. Given current market conditions, understanding potential opportunities and risks is more important than ever as advisors counsel clients and consider portfolio adjustments. Join us for this in depth discussion that will cover:

  • Trends and benefits of target date funds
  • New research on participant inertia
  • Mitigating the impact of elevated inflation and turbulent markets
  • Aligning portfolios that consider taking the right risks at the right times

Speakers:
Jeremy Stempien Jeremy Stempien Portfolio Manager of the Prudential Day One Funds PGIM

Jeremy Stempien is a Portfolio Manager of the Prudential Day One Funds. In this capacity, he is responsible for portfolio management, analysis and research for the Prudential Day One Funds. Prior to joining PGIM, Jeremy was a Director of Investments at Morningstar Investment Management. There, he developed asset allocation programs for plan providers, plan sponsors and money management companies, working with clients to create and manage custom target date glidepaths, select appropriate asset classes and construct model portfolios. Previously, he worked as a Defined Contribution Manager at Hewitt Associates. Jeremy earned a BA in finance from Saint Louis University and an MBA in investments from the University of Notre Dame.
Ashley diMayorca Ashley diMayorca Vice President, Product Management PGIM Investments

Ashley diMayorca is a vice president on the Product Management team at PGIM Investments, where she is the product manager for the PGIM Quantitative Solutions funds, including the Prudential Day One target date funds. In this role, she works closely with the portfolio management teams, marketing teams and distribution teams to communicate key positioning and messaging for the funds she covers.

Ashley joined PGIM Investments from Portfolio Evaluations, Inc (PEI), an investment consulting firm in New Jersey with over $75 billion in assets under advisement. At PEI, Ashley was both a senior consultant and research team member.
PGIM, Inc. (“PGIM”) is the primary asset management business of Prudential Financial, Inc.(“PFI”) and is a registered investment adviser with the US Securities and Exchange Commission. PGIM DC Solutions is an SEC-registered investment adviser, a Delaware limited liability company and is a direct wholly owned subsidiary of PGIM Quantitative Solutions LLC, and an indirect wholly-owned subsidiary of PGIM, Inc., the principal asset management business of Prudential Financial, Inc. of the United States of America. PFI of the United States is not affiliated in any manner with Prudential plc incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. Registration with the SEC does not imply a certain level of skill or training.

Prudential Investment Management Services LLC is a Prudential Financial company and FINRA member firm.

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These materials represent the views, opinions and recommendations of the author(s) regarding the economic conditions, asset classes, securities, issuers, or financial instruments referenced herein. Distribution of this information to any person other than the person to whom it was originally delivered and to such person’s advisers is unauthorized, and any reproduction of this document, in whole or in part, or the disclosure of any of its contents, without PGIM’s prior written consent, is prohibited. This document contains the current opinions of the manager and such opinions are subject to change. Certain information in this document has been obtained from sources that PGIM believes to be reliable as of the date presented; however PGIM cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. PGIM has no obligation to update any or all such information; nor do we make any express or implied warranties or representations as to its completeness or accuracy. Any information presented regarding the affiliates of PGIM is presented purely to facilitate an organizational overview and is not a solicitation on behalf of any affiliate. These materials are not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services. These materials do not constitute investment advice and should not be used as the basis for any investment decision. Past performance is not a guarantee or a reliable indicator of future results.

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