Investor Presentaiton
PGIM
India Mutual Fund
Fixed Income: Security Selection & Portfolio Construction
Rigorous screening of ideas through external and proprietary resources
Top down approach
Global themes and trends
Sectors with
Headwinds/Tailwinds
Thematic trend identification
Identification of themes through analysis of economic cycles
Top down research
Identify stable sectors and look for low risk issuers
within these sectors
Bottom up - Primary research
Detailed issuer analysis with focus on
Financials, Mgmt qlty, Corp Governance,
operating history
Secondary research
Inputs from Rating, equity
research,
Internal approval checks
& filters - inclusion
Bottom up approach
Fundamental sector
analysis
Issuer level analysis
CORPORATE PROFILE
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