We use a clear-cut, repeatable, and systematic process that replaces ego with evidence and objectivity to isolate four equally weighted key characteristics we have identified as exemplifying the ‘ideal’ company.
Our investment approach
Four equally weighted key characteristics
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To help you effectively balance risk and return, we make available equity strategies that have historically delivered attractive returns.
Sustainable investing approach
When it comes to sustainable investing, we empower investors by offering choice, confidence, and flexibility.
We are interested in the long-term sustainability of returns of companies. Our focus on the quality and sustainability of financial returns, which is central to our investment process, results in consistently avoiding companies with larger carbon footprints.
We follow the evidence and decile rank all companies based on their sensitivity to carbon emissions using both proprietary metrics and the integration of multiple ESG data sources.
Our flexible portfolio construction framework allows us to ‘turn the dial’ on our bespoke metrics increasing their importance relative to our traditional stock selection criteria.
We believe that our focus on ESG metrics shouldn’t compromise alpha or potential investment returns.
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Past performance does not guarantee future results.
Equity markets are subject to many factors, including economic conditions, government regulations, market sentiment, local and international political events, and environmental and technological issues that may impact return and volatility.
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 Origin is a trade name of Origin Asset Management LLP, an affiliate of Principal Global Investors.