Finance and Capital Management
How we generate value for our customers and shareholders
Competitive advantages at play
Depth of investment
capabilities
•
•
Enables in-house
implementation of
the WPF SAA¹ retaining
value for shareholders
Caters to retail and
institutional customer
needs through a wide
range of solutions
Supports continuous
product innovation
Scale of Private
Assets franchise
•
•
Empowers us to invest
rapidly and at scale to
take advantage of market
opportunities
Gives us access to 3rd
party sticky assets and
resilient margins
Powers PruFund
performance and our
institutional solutions
Underpins significant
portion of annuity book
Uniqueness of
PruFund offering
Acts as an anchor for our
broader offering in Retail
Asset Management,
e.g. PruFolio
• Provides superior
outcomes to retail
customers
• Generates long-term
value and earnings for
shareholders
Reach of
distribution footprint
•
Opens up international
markets to pursue
organic growth
opportunities
Provides comprehensive
coverage of the UK and
Europe to offer our
products to retail and
institutional customers
1. With-Profits Fund Strategic Asset Allocation
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