ESG awareness is built into every step of the asset allocation process — comparing sub-advisors, disciplines, and asset classes. At a high-level, we strive to understand the ESG implications of emphasizing certain asset classes to achieve a desired investment outcome.
Our investment approach
An innovative approach to developing, modeling, and rebalancing customized portfolio solutions to meet dynamic asset allocation needs.
Cross-asset solutions backed by our full capabilities and insights gathered through our global investment platform.
Access to proprietary tools and data to help you build better portfolios and outcome-based retirement strategies.
A multi-manager approach that provides optimal diversification across asset class, sector, geography, style, manager philosophy, and process.
Explore our featured asset allocation strategies.
Our commitment to ESG
Our ESG integration is primarily qualitative in nature and attempts to capture the intentions of our sub-advisors in adhering to an ESG discipline.
We prefer our sub-advisors are signatories to the United Nations Principles for Responsible Investment (UNPRI) to ensure we are engaging with investment partners that share our belief that ESG issues may impact the performance of investment portfolios.
As part of our quarterly sub-advisor due diligence monitoring, we evaluate adherence to ESG policy and flag any deviations that could result in placement on the Quantitative Watch List.
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.