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Our ESG beliefs

  • ESG fosters relationships with investors and communities by aligning with their values.

  • ESG offers the potential to enhance security analysis by providing a holistic view of the factors driving risk and return, which may lead to enhanced fiduciary oversight and governance.

  • ESG integration may influence investment outcomes by adding the potential for climate, regulatory, and environmental risk mitigation to client portfolios.

Our commitment to ESG

  • ESG integration occurs across all actively managed asset classes, with the approach determined by each investment group’s process.

  • Signatory to the Principles for Responsible Investment since 2010.

  • We are an industry leader in responsible real estate investing, with a unique Pillars of Responsible Property Investing sustainability platform.

  • Our investment teams have decades of experience managing custom-screened, socially responsible mandates for institutional clients. 

Our Principal Real Estate team is a recognized leader in responsible property investing.1
Learn more.

Aligning on our ESG strategy

Listen as Kamal Bhatia, Chief Operating Officer of Principal Asset Management, explains the importance of our ESG strategy.

Listen as Kamal Bhatia, Chief Operating Officer of Principal Asset Management, explains the importance of our ESG strategy.

Principal Global Investors has been awarded signatory status to the Financial Reporting Council UK Stewardship Code.2

Joined the United Nations Global Compact (January 2021).

Signatory to the Principles for Responsible Investment since 2010.

GRESB 4-star rating,
sixth consecutive year (2021)3

In order to receive a ranking, the Firm paid GRESB an application fee to be evaluated and use the ranking.

Partner of the Year 2016-2022,
Sustained Excellence 2018-20224

Scaled background Principal logo with blue gradients

Building a better future: 2021 sustainability report

Additional ESG resources


Proxy voting

We have a dedicated committee responsible for developing and monitoring our proxy voting policy across all vote themes, as well as providing oversight of all matters related to proxy voting, including the services of our third-party proxy research and administration provider, Institutional Shareholder Services (ISS).

A client may authorize Principal Global Investors to vote proxies and may obtain a summary report relating to their account by contacting their relationship manager. A client may also obtain a copy of our complete proxy voting policies and procedures upon request.

For further information, including a Corporate Liaison wishing to engage on a vote, please contact us.



Sustainability related disclosures and policies
 

1As recognized by GRESB: 4-Star rating sixth consecutive year, 2021 - top 40% worldwide performance. Global Real Estate Sustainability Benchmark (GRESB) assessment, data as of December 2020; ENERGY STAR: Partner of the Year, Sustained Excellence 2018–2022, April 2022.

2Awarded to Principal Global Investors, Financial Reporting Council UK Stewardship Code, 2021.

32021 Global Real Estate Sustainability Benchmark (GRESB) assessment, data as of December 2020.

4Energy Star, 2022 Energy Star Partner of the Year, awarded to Principal Real Estate Investors. The U.S. Environmental Protection Agency (EPA) annually honors organizations that have made outstanding contributions to protecting the environment through energy efficiency, April 2022.

ESG criteria may present additional advantages or risks and does not protect against market risks or volatility. You should not make any investment assumptions based solely on the information contained herein. There is no assurance that any ESG component in our investing strategy will be successful.

Principal Real Estate is a trade name of Principal Real Estate Investors, LLC, an affiliate of Principal Global Investors.