We believe sustainable investing is a principles and values-based continuum that can be customized to reflect our clients’ priorities and goals. Further, we believe that active consideration of material Environmental, Social or Governance (ESG) factors may enhance our ability to add value from a long-term risk/return perspective. Sustainable investing is one component of our disciplined portfolio construction process. Our sustainable investing process focuses on measurement, activation, and management of related factors at the asset class and strategy level.
Our investment approach
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An innovative approach to developing, modeling, and rebalancing customized portfolio solutions to meet dynamic asset allocation needs.
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Cross-asset solutions backed by our full capabilities and insights gathered through our global investment platform.
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Access to proprietary tools and data to help you build better portfolios and outcome-based retirement strategies.
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A multi-manager approach that provides optimal diversification across asset class, sector, geography, style, manager philosophy, and process.
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Our commitment to ESG
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Measure sustainable investing biases at the asset class and strategy level from a quantitative perspective.
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Manage sustainable investing exposures in alignment with client-specific objectives and macro-economic views.
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Activate sustainable investing ESG integration by developing a proprietary ESG integration rating for each underlying strategy.
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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.