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Get to know our asset allocation investment team.

Backed by decades of experience and market insight, our asset allocation investment team designs and delivers solutions to meet your personalized objectives.
  • An innovative approach to developing, modeling, and rebalancing customized portfolio solutions to meet dynamic asset allocation needs.

  • Allocation decisions backed by our full capabilities, grounded in industry insights, and gathered through our global investment platform.

  • A portfolio construction approach that combines proprietary and third-party managers to help improve diversification.

  • Access to innovative tools and data to help you build better portfolios.

Principal Asset Allocation

Asset allocation views, grounded in industry insights inform our portfolio construction process. We seek to deliver competitive performance, tailored to your desired outcomes for risk, return, and income potential.

Explore our featured asset allocation strategies.

To help ensure you have access to innovative solutions, we’ve identified these asset allocation strategies for a variety of portfolios.
Diversified Real Asset
Aiming to protect purchasing power with dynamic real asset exposure, a balanced risk profile, and a potentially more consistent outcome.
Managed by  Principal Asset Allocation
Target date strategies
Balancing both active and passive, our target date strategies are designed to help participants get to (and through) retirement.
Managed by  Principal Asset Allocation
Model portfolios
Integrating seamlessly into existing processes and tech stacks, our end-to-end fintech powered solution makes building custom portfolios easy.
Managed by  Principal Asset Allocation

Get the latest insights.

Global outlook

Global Asset Allocation Viewpoints, 1Q 2023

Major central banks have now decelerated their tightening, but this isn’t a precursor to a less hawkish stance. The stubborn inflation story means that policy rates are rising further and will not be cut, even as recession takes hold. Against this backdrop, broad equities will likely remain challenged.

Macro views
14 min

Investing during high inflation

The Fed was caught behind the curve, and will need aggressive hikes to slow demand, and thus, inflation.

Todd Jablonski, CFA
Chief Investment Officer & Head of Asset Allocation
Seema Shah
Chief Global Strategist
9 min

Inflation, rising rates, and market volatility

Inflation is the single biggest challenge that investors face today. The sudden and sustained jump in prices has inflicted a considerable shock to the economic system, sharply pushing up interest rates, while challenging corporations and equity markets. For individuals, inflation quietly erodes the purchasing power of savings and cash, a significant problem, regardless of time horizon. For institutional investors, higher-than-expected inflation reduces real returns and makes it difficult to generate long-term forecasts to meet objectives.

Seema Shah
Chief Global Strategist

Past performance does not guarantee future results.

Asset allocation and diversification does not ensure a profit or protect against a loss.

There is no guarantee that any risk mitigation strategy will successfully protect against a loss in down markets.

Principal Asset Allocation is an investment team within Principal Global Investors.