Using the Managed Money Platform for SIRG’s Select & Watch List funds After completing the questionnaire and viewing the proposed asset allocation, you will reach the Select Investments screen. After selecting an asset category, all of the PruChoice mutual funds in that asset class will appear. You have a variety of filter options under “Filter Preferences.” One of the filters—Select List—can help you to only view the Select List funds (screenshot supplied on next slide). These funds will always be shown in green. The Watch List funds will always appear in red. As funds are added or removed from the Select or Watch Lists, the changes are reflected on the Managed Money Platform.

SELECT LIST SIRG employs sophisticated quantitative and qualitative analysis to give you the tools to effectively manage the PruChoice menu. That’s why you can have confidence when recommending a mutual fund/manager from our “Select List” because it has been developed following a rigorous, ongoing, research process. Select list may be appropriate for both new and existing clients depending on their risk tolerance, time horizon and investment objectives. You’re offering your clients a choice of funds that have been subjected to a high level of quantitative and qualitative analysis, instead of those whose performance may be best today, but may not have the people and processes in place to be successful for the long term.