Our investment approach
A disciplined, top-down, discretionary, and repeatable investment process
Fundamental analysis is subject to the risk that unexpected factors may dominate the market causing distortions. Principal Finisterre may modify its investment approach (including investment themes), portfolio allocations and geographical and sector exposures at any time in any manner that it believes is consistent with its overall investment objective without notice to investors.
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Sustainable investing approach
When it comes to sustainable investing, we empower fixed income investors by offering choice, confidence, and flexibility.
We believe that ESG is not just an investment risk factor, but also a broader consideration to positively impact and influence various stakeholders for a more sustainable world. Our ESG-integrated quantitative process is used to detect opportunities and exclusions to enhance and improve a portfolio’s ESG footprint and ESG scores.
ESG is embedded into our single-name research assessment of corporate and sovereign issuers, focusing on sectoral exclusion policies and environmental impact considerations.
ESG footprint is measured and managed at the portfolio level using third-party portfolio scoring methodology and internal ESG committee reviews of controversial names.
Engagement with Emerging Markets sovereign and corporate issuers is well-documented to measure impact and ensure portfolio optimization.
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Past performance does not guarantee future results.
Fixed‐income investment options are subject to interest rate risk, and their value will decline as interest rates rise.
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 Finisterre is an investment team within Principal Global Investors.