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Asset allocation investment team

Principal Asset Allocation

Asset allocation views, grounded in industry insights.

Our approach

An innovative approach to developing, modeling, and rebalancing customized portfolio solutions to meet dynamic asset allocation objectives.

Access to proprietary tools and data to help you build portfolios and support the development of retirement strategies.

Integrate fundamental investment analysis, behavioral finance and a multi-dimensional view of portfolio construction

A multi-manager approach that seeks to provide diversification across asset class, sector, geography, style, manager philosophy, and process.

Explore our featured strategies.

To help ensure you have access to innovative solutions, we’ve identified these 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.

Principal fintech enabled portfolios

Integrating seamlessly into existing processes and tech stacks, our end-to-end fintech powered solution makes building custom portfolios easy.

Principal target date strategies

Balancing both active and passive, our target date strategies are designed to help participants get to (and through) a rewarding retirement.

Real Asset

Built to make investing in institutional-caliber, private real assets accessible.

Get the latest insights
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Abandonment risk can jeopardize long-term financial security. Understanding and mitigating this risk is essential for reaching retirement goals.
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Abandonment risk and its impact on retirement savings
Understanding and mitigating abandonment risk is essential for reaching retirement goals.
April 16, 2025

Past performance does not guarantee future results.

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

ESG integration is considered across all actively managed asset classes, with the approach determined by each investment group’s process. This information is specific to the strategies managed by the individuals providing this content and various investment teams across Principal may have differing views of this approach.

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