One investment solution. Customization at scale.

  • Deliver a personalized investment experience through customized portfolios.

  • Increase efficiency by automating routine tasks like tax management, trading, and portfolio rebalancing.

  • End-to-end fintech-powered solution integrates seamlessly into your existing process and tech stack.

  • Implement our complete portfolios or customize by using the managers and investments of your choice.

  • Asset allocation and manager selection guidance is built with client choice and investment outcomes in mind.

  • Allocation guidance from our institutional portfolio management team is informed by over three decades of combining asset classes, managers, and investments in outcome-oriented portfolios for clients across the globe.

A suite of institutional-caliber portfolios

Model portfolios

As of March 2022. Based on the moderate portfolio for Core-Multi Manager, Core with Alts Multi-Manager, and Growth and Income Multi-Manager series. Based on the 60/40 Core ETF portfolio. Portfolio allocations and manager selection may change at the portfolio management team’s discretion.

Portfolio management

Principal Asset Allocation

Asset allocation views, grounded in industry insights inform our portfolio construction process. We seek to deliver competitive performance tailored to your desired outcomes for risk, return, and income potential.

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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.

The portfolios described above are available through a third-party fintech provider engaged by Principal. Activation is subject to agreements and other limitations. Customization of individual portfolios is done by a Financial Advisor at the client portfolio level based on the needs and preferences of an individual client. Principal does not offer these services.

The model portfolios are not registered investment products but, rather, are model strategies that track hypothetical allocations to the underlying mutual funds and ETFs. The model portfolios are theoretical portfolios and do not represent any specific account, pooled investment vehicle or investable securities managed by Principal.

The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

Principal Asset Allocation is an investment team within Principal Global Investors.