Committed to designing and constructing capital preservation strategies to help investors achieve retirement and income goals.
Principal Morley is a specialist U.S. stable value manager, focused almost exclusively on managing stable value assets for our institutional client base. Our seasoned investment and service teams collaborate to offer innovative solutions, tailored to meet client investment needs, as well as a distinct client experience, designed to provide preservation of principal with stability and consistency of returns.
We believe the best way to maximize stable value performance is through a quantitative portfolio construction process that focuses first on client needs, combined with empirically supported risk and return expectations. We combine in-house active management with external sub-advisers to achieve a diversified portfolio seeking to provide complementary sources of excess return.
Our fixed income investment teams have a track record of solving for a wide range of personalized investor objectives.
Past performance does not guarantee future results.
Investing in stable value is subject to many similar risks of investing in fixed income, including, but not limited to, credit risk, default risk, interest rate risk, issuer risk, liquidity risk, manager risk, market risk, regulatory risk, and tax and accounting risk. Risk management techniques seek to mitigate or reduce risk but cannot remove it.
Principal Morley is an investment team within Principal Global Investors.