Berkshire Global Advisors acted as financial advisor to Green Harvest Asset Management
Green Harvest Asset Management was formed in 2017 by a team of seasoned ETF and asset management experts. Based in New York, Green Harvest is a pioneer in the development of tax-beneficial investment strategies using ETFs for clients seeking improved after-tax outcomes. The Company specializes in creating and managing ETF portfolios seeking to track U.S., global and custom indices while attempting to maximize after-tax returns. Green Harvest’s SMA strategies employ a unique approach to direct indexing through the use of ETFs.
PGIM, Inc., the global asset management business of Prudential Financial, Inc. (NYSE: PRU), ranks among the top 10 largest asset managers in the world with approximately $1.5 trillion in AUM as of June 30, 2021. With offices in 16 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives.
Upon completion, Green Harvest will join PGIM Investments’ retail platform, expanding the firm’s wide range of investment solutions and capabilities. Green Harvest is expected to augment PGIM’s investment management platform by providing direct indexing, customization and tax-loss harvesting capabilities to retail and institutional clients.