Akash helped a client whose portfolio was suffering from the 2008 recession by allocating it across various industries, sectors, and geographical areas to ensure broad market exposure and minimize risks from political and economic turmoil. Akash integrated retirement and estate planning into the client's future plans. The client was very impressed with Akash's level of service and depth of knowledge.
Akash helped another client plan for retirement goals and ensure their children would be provided for, which gave the clients confidence in their future and ability to achieve dreams. Akash and his team were always available to help with financial planning, advice, and connecting clients to experts. The clients' lives and financial outlook were dramatically transformed in just a few years.
Boomers to Business Small Business WorkshopsDon Stewart
PA CareerLink Lehigh Valley is working with Lehigh University’s Small Business Development Center on a series of workshops in October. There is no charge to attend, and participants are welcome to attend any or all of the sessions. The workshops are being marketed toward 55-plus individuals, but are open to anyone who is interested in starting a business or going the franchise route:
*Thursday, Oct. 2 (9:30-11:30 am): Asset Preservation
*Thursday, Oct. 9 (9:30-11:30 am): Legal Considerations
*Thursday, Oct. 16 (9:30-11:30 am): Financial Options
*Thursday, Oct. 23 (9:30-11:30 am): Ready. Set. Start!
Please contact the SBDC with any questions: 610-758-3980 or insbdc@lehigh.edu.
AGS Benefit Solutions, Inc. (AGS) is a full-service healthcare human resources/benefits solutions’ provider headquartered in King of Prussia, Pennsylvania.
Recognized as a “Thought Leader” in the health-care industry, AGS continually raises the bar on industry standards by providing progressive thinking, and delivering critical, timely solutions to their clients, offering a comprehensive suite of human resource benefit tools, consulting capabilities and unrivaled service.
Swiftnlift Announces wealth management advisors to look for in 2021Swiftnlift
Providing oversights and strategic management of every aspect of a person’s financial activity from asset management to financial planning, risk management to retirement planning.
Boomers to Business Small Business WorkshopsDon Stewart
PA CareerLink Lehigh Valley is working with Lehigh University’s Small Business Development Center on a series of workshops in October. There is no charge to attend, and participants are welcome to attend any or all of the sessions. The workshops are being marketed toward 55-plus individuals, but are open to anyone who is interested in starting a business or going the franchise route:
*Thursday, Oct. 2 (9:30-11:30 am): Asset Preservation
*Thursday, Oct. 9 (9:30-11:30 am): Legal Considerations
*Thursday, Oct. 16 (9:30-11:30 am): Financial Options
*Thursday, Oct. 23 (9:30-11:30 am): Ready. Set. Start!
Please contact the SBDC with any questions: 610-758-3980 or insbdc@lehigh.edu.
AGS Benefit Solutions, Inc. (AGS) is a full-service healthcare human resources/benefits solutions’ provider headquartered in King of Prussia, Pennsylvania.
Recognized as a “Thought Leader” in the health-care industry, AGS continually raises the bar on industry standards by providing progressive thinking, and delivering critical, timely solutions to their clients, offering a comprehensive suite of human resource benefit tools, consulting capabilities and unrivaled service.
Swiftnlift Announces wealth management advisors to look for in 2021Swiftnlift
Providing oversights and strategic management of every aspect of a person’s financial activity from asset management to financial planning, risk management to retirement planning.
Merrill Veteran Turned RIA - "What I want from distributors now that I am ind...TJ Villamil
A published article on Fund Intelligence discussing what Premia Global Advisor's founding partner, Miguel Sosa is looking for from distribution partners.
THE PURPOSE OF SUSTAINABILITY 2016 PRUDENTIAL FINANCIAL, IN.docxoscars29
THE PURPOSE OF SUSTAINABILITY:
2016 PRUDENTIAL FINANCIAL, INC.
SUSTAINABILITY REPORT
THE PURPOSE OF SUSTAINABILITY
PRUDENTIAL FINANCIAL, INC. SUSTAINABILITY REPORT
2016
®
Prudential is more than a world-class financial services
company. We are a citizen, a neighbor, and a leader
with a responsibility to make an ongoing, long-term
positive impact on the world around us.
Our financial strength, talent, innovation, focus on
the well-being of our stakeholders, and preservation
of resources make us ideally suited to do so.
These attributes are foundational to our business
and essential to our purpose of creating sustainable
outcomes for people, communities and organizations.
At Prudential, sustainability is not an initiative. It is
an essential part of who we are and what we do.
Prudential Financial, Inc. 2016 Sustainability Report 2
Providing a
SUSTAINABLE FOUNDATION
the building blocks that create enduring solutions to power
the ambitions of people, organizations and communities.
CUSTOMER FOCUS
Innovating to drive
success for customers
and advance society
FINANCIAL
STRENGTH
Managing risk with
integrity and effective,
time-tested disciplines
TALENT FOCUS
Recruiting, engaging and
retaining diverse talent to
succeed today and tomorrow
RESPONSIBLE
IMPACT
Engaging with
stakeholders to create
shared success
®
Prudential Financial, Inc. 2016 Sustainability Report 3
This report has been published
in an accessible format, compliant
with Web Content Accessibility
Guidelines 2.0 level AA.
Underscored text links to related
content within this document,
prudential.com, or an external website.
PRU
Rock Solid® Business,
Sustainable Future.
Keeping Our Promises.
Message from the Chairman ............................................ 5
Message from the Board of Directors ............................... 6
About Prudential .............................................................. 7
Sustainability at Prudential ............................................. 9
Long-Term Risks and Opportunities
Accountability for Sustainability
About This Report
Reporting Guidelines
Limitations in Scope
Purpose and Financial Strength ............................ 13
Prudential by the Numbers
Strong Governance for Enduring Vitality
Director Criteria, Qualifications, Experience and Tenure
Managing Risk
Responsible and Sustainable Investing
Purpose and Customer Focus ................................ 17
Prudential by the Numbers
Innovation in Service
Innovation in Products
Thought Leadership
Financial Inclusion
Purpose and Talent Focus ..................................... 20
Prudential by the Numbers
Purpose and Talent
Employee Engagement
Training and Development
Diverse and Inclusive Workforce
Health, Wellness and Work/Life Effectiveness
Business Integrity
Ethics and Compliance Work in Tandem
Purpose and Responsible Impact ......................... 27
Prudential by the Numb.
Merrill Veteran Turned RIA - "What I want from distributors now that I am ind...TJ Villamil
A published article on Fund Intelligence discussing what Premia Global Advisor's founding partner, Miguel Sosa is looking for from distribution partners.
THE PURPOSE OF SUSTAINABILITY 2016 PRUDENTIAL FINANCIAL, IN.docxoscars29
THE PURPOSE OF SUSTAINABILITY:
2016 PRUDENTIAL FINANCIAL, INC.
SUSTAINABILITY REPORT
THE PURPOSE OF SUSTAINABILITY
PRUDENTIAL FINANCIAL, INC. SUSTAINABILITY REPORT
2016
®
Prudential is more than a world-class financial services
company. We are a citizen, a neighbor, and a leader
with a responsibility to make an ongoing, long-term
positive impact on the world around us.
Our financial strength, talent, innovation, focus on
the well-being of our stakeholders, and preservation
of resources make us ideally suited to do so.
These attributes are foundational to our business
and essential to our purpose of creating sustainable
outcomes for people, communities and organizations.
At Prudential, sustainability is not an initiative. It is
an essential part of who we are and what we do.
Prudential Financial, Inc. 2016 Sustainability Report 2
Providing a
SUSTAINABLE FOUNDATION
the building blocks that create enduring solutions to power
the ambitions of people, organizations and communities.
CUSTOMER FOCUS
Innovating to drive
success for customers
and advance society
FINANCIAL
STRENGTH
Managing risk with
integrity and effective,
time-tested disciplines
TALENT FOCUS
Recruiting, engaging and
retaining diverse talent to
succeed today and tomorrow
RESPONSIBLE
IMPACT
Engaging with
stakeholders to create
shared success
®
Prudential Financial, Inc. 2016 Sustainability Report 3
This report has been published
in an accessible format, compliant
with Web Content Accessibility
Guidelines 2.0 level AA.
Underscored text links to related
content within this document,
prudential.com, or an external website.
PRU
Rock Solid® Business,
Sustainable Future.
Keeping Our Promises.
Message from the Chairman ............................................ 5
Message from the Board of Directors ............................... 6
About Prudential .............................................................. 7
Sustainability at Prudential ............................................. 9
Long-Term Risks and Opportunities
Accountability for Sustainability
About This Report
Reporting Guidelines
Limitations in Scope
Purpose and Financial Strength ............................ 13
Prudential by the Numbers
Strong Governance for Enduring Vitality
Director Criteria, Qualifications, Experience and Tenure
Managing Risk
Responsible and Sustainable Investing
Purpose and Customer Focus ................................ 17
Prudential by the Numbers
Innovation in Service
Innovation in Products
Thought Leadership
Financial Inclusion
Purpose and Talent Focus ..................................... 20
Prudential by the Numbers
Purpose and Talent
Employee Engagement
Training and Development
Diverse and Inclusive Workforce
Health, Wellness and Work/Life Effectiveness
Business Integrity
Ethics and Compliance Work in Tandem
Purpose and Responsible Impact ......................... 27
Prudential by the Numb.
1. From the first day we met Akash, we were intrigued by the amount of energy he mustered, to
introduce new clients to Investors Group. I have 13 years experience in the Mutual Funds
industry so we were able to talk shop right away. I indicated that my portfolio was suffering
from the 2008 recession and needed some TLC to get it back on track. Akash started into his
presentation and captivated my attention for the rest of the meeting, as he tactfully allocated my
portfolio into various industries and sectors, to ensure good exposure to a broad market and
geographical areas. In the long run, Akash made sure my risks were minimized as the markets
responded to the various political and economic turmoil. With every subsequent meeting Akash
made sure we moved forward toward a profitable future – all this, combined with our
retirement and estate plan was integrated into our future plans. We are very impressed and very
pleased at the level of service and depth of knowledge delivers. We genuinely appreciate the
meticulous work Akash has done for us
Alfonso & Jackie Grossi
Client review #1
2. Akash and his team at Investors Group made us think about and put into place long
term plans for our retirement goals, while also ensuring our children would be taken care
of in case of the unexpected. In doing so, this gave us the confidence not only about our
future but also how we could achieve some of our far off dreams now. Whether financial
planning or advice about opportunities in the present, Akash and his team were always
available to help us with great enthusiasm, and when they felt they could not answer our
questions, they always found experts who could. It has been like having our own
personal financial advisory board. In just a few years, our lives and financial
outlook have been dramatically transformed.
Adam Anderson, Professor, Cornell University
Eve De Rosa, Associate Professor, Department of Human Development, University of
Toronto
Client review #2
3. I have dealt with Akash for the last 5 year,and feel very comfortable with
his recommendation . I find Akash to be a very competent adviser in his
decisions.
William (Bill) Ball, Retired
Client review #3