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Prudential Financial 2001 Annual Report - page 17 / 172





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A client-centered approach to delivering retail investment products Leading financial services firms have freely embraced the concept of “open architecture”: offering both proprietary and non-proprietary products. Prudential Financial has evolved this concept a step further with a strategy we call Advised Choice.

Advised Choice is a research-intensive screening process that helps to ensure clients are offered appropriate products, whether managed by Prudential or another leading investment manager. To select these investment managers, a 20-person research team at Prudential Financial follows a stringent “due diligence” process that closely evaluates not only a manager’s investment performance, but also its risk profile, depth of management team, and organizational resources and stability. Managers who stray from our established criteria are notified of perceived deficiencies, placed on a “watch list,” or replaced.

Strategic Partners Mutual Funds

Asset Allocation Funds Strategic Partners Conservative Growth Fund Strategic Partners Moderate Growth Fund Strategic Partners High Growth Fund

Opportunity Funds Strategic Partners Focused Growth Fund Strategic Partners Focused Value Fund Strategic Partners New Era Growth Fund

Style-Specific Funds Strategic Partners Large Cap Growth Fund Strategic Partners Large Cap Value Fund Strategic Partners Small Cap Growth Fund Strategic Partners Small Cap Value Fund Strategic Partners International Equity Fund Strategic Partners Total Return Bond Fund

Strategic Partners Funds: a model of Advised Choice Prudential Financial is working with other elite asset managers to create an innovative group of mutual funds called Strategic Partners Funds. Each Strategic Partners Fund is managed by different and complementary asset managers, which are chosen by Prudential research analysts through a rigorous proprietary process. By the end of 2001, the Strategic Partners program included 12 funds, covering a wide range of management styles and investment objectives.

Asset managers in the Strategic Partners program

Prudential Financial 2001 Annual Report


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