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Our investment expertise spans multiple asset classes and global markets, to
help you achieve your investment objectives.
KNOWLEDGE
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GLOBAL ASSET ALLOCATION VIEWPOINTS, 2Q 2022 - POST LIFT-OFF INVESTING
Equities
Equitiesx
* Global
* Principal Global Equities
Global Equity
* Investing in companies domiciled in developed markets around the world,
aiming to generate annualized outperformance over full market cycles
relative to the MSCI World Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
Global Opportunities Equity
* A borderless global strategy that maximizes opportunistic flexibility
with an eye on minimizing the downside through a framework that
incorporates base volatility premia, as well as size, value, momentum,
and other key style factors.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
Global Small Cap Equity
* Investing in small-cap companies domiciled in developed and emerging
markets around the globe, aiming to generate annualized outperformance
over full market cycles relative to the MSCI AC World Small Cap Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Islamic Asset Management Snd. Bnd.
Islamic Global Equity
* Invests in global equities that comply with Shariah principals with the
objective to provide investors capital appreciation.
More on the Boutique
* United States
* Edge Asset Management
Edge Capital Appreciation
* Invests in companies across the capitalization spectrum seeking to
provide growth of capital primarily through ownership of U.S. Equities.
More on the Boutique
* Edge Asset Management
Edge SMID Cap Value Equity
* Invests in U.S. common stocks with a market capitalization between $200
million and $7 billion.
More on the Boutique
* Principal Global Equities
U.S. Small-Cap Select Equity
* Investing in small-cap companies domiciled in the United States, aiming
to generate annualized outperformance over full market cycles relative to
the Russell 2000 Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
U.S. Small-Cap Equity
* Investing in small-cap companies domiciled in the United States, aiming
to generate annualized outperformance over full market cycles relative to
the Russell 2000 Index. This diversified strategy is primarily designed
for retirement, retail, and asset allocation platforms.
More on the StrategyMore on the CapabilityMore on the Boutique
* Columbus Circle Investors
Large Cap Growth Equity
* Portfolios which emphasize large company stocks defined as those with
capitalizations greater than $3 billion.
More on the Boutique
* Columbus Circle Investors
SMID Cap Growth Equity
* Portfolios that typically own stocks within the market capitalizations
range of the Russell 2500 Growth Index.
More on the Boutique
* Edge Asset Management
Large Cap Value Equity Income
* Invests in U.S. common stocks with a market capitalization greater than
$7 billion.
More on the Boutique
* Columbus Circle Investors
Mid Cap Growth Equity
* Portfolios that typically own stocks within the market capitalizations
range of the Russell Mid Cap Growth Index.
More on the Boutique
* Aligned Investors
Blue Chip Equity
* High conviction, yet sensibly diversified exposure, primarily to the U.S.
large-cap equity universe, without style extremes or excessive
concentration in any one sector.
More on the StrategyMore on the CapabilityMore on the Boutique
* Aligned Investors
MidCap Equity
* High conviction, yet sensibly diversified exposure, primarily to the
midcap equity universe, without style extremes or excessive concentration
in any one sector.
More on the StrategyMore on the CapabilityMore on the Boutique
* International
* Principal Global Equities
International Core Equity
* Investing in companies domiciled in international developed markets
(ex-U.S.), aiming to generate annualized outperformance over full market
cycles relative to the MSCI World ex-U.S. Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
International Growth Equity
* Investing primarily in large-cap companies domiciled in developed
international (ex-U.S.) markets, aiming to generate annualized
outperformance over full market cycles relative to the MSCI World ex-U.S.
Growth Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
European Equity
* Investing in companies domiciled in the developed markets of Europe,
aiming to generate annualized outperformance over full market cycles
relative to the MSCI Europe Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
Diversified International Equity
* Investing in companies domiciled in international developed (ex-U.S.) and
emerging market countries, aiming to generate annualized outperformance
over full market cycles relative to the MSCI AC World ex-U.S. Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
International Opportunities Equity
* Borderless international (ex-U.S.)strategy that maximizes opportunistic
flexibility with an eye on minimizing the downside through a framework
that incorporates base volatility premia, as well as size, value,
momentum, and other key style factors.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
International Small-Cap Equity
* Investing in small-cap companies domiciled in developed international
(ex-U.S.) markets, aiming to generate annualized outperformance over full
market cycles relative to the MSCI World ex-U.S. Small Cap Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
International All Country Equity
* Investing in companies domiciled in international developed (ex-U.S.) and
emerging markets, aiming to generate annualized outperformance over full
market cycles relative to the MSCI AC World ex-U.S. Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Origin Asset Management LLP
International ex-US Equity
* Unconstrained strategy, constructed without reference to any index with a
high active share. It is managed using a systematic, evidence based
investment process.
More on the Boutique
* Principal Global Equities
Dynamic International Equity
* More on the StrategyMore on the CapabilityMore on the Boutique
* Emerging Markets & Regional Asia
* Principal Global Equities
Emerging Markets Equity
* Investing in companies that are domiciled in or primarily conduct
business in emerging market around the globe, aiming to generate
annualized outperformance over full market cycles relative to the MSCI
Emerging Markets Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
Hong Kong & China Equity
* Investing in companies domiciled in Hong Kong and the H-shares of
companies domiciled in mainland China, aiming to generate annualized
outperformance over full market cycles relative to a customized index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
Asia Ex-Japan Equity
* Investing in companies domiciled in the developed (ex-Japan) and emerging
market countries of Asia, aiming to generate annualized outperformance
over full market cycles relative to the MSCI AC Asia Ex-Japan Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Equities
Asia Pacific Ex-Japan Opportunities Equity
* Investing in companies domiciled in the developed (ex-Japan) and emerging
markets of the Asia Pacific region, aiming to generate annualized
outperformance over full market cycles relative to the MSCI AC Asia
Pacific ex-Japan Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Origin Asset Management LLP
Origin Global Emerging Markets
* Unconstrained strategy, constructed without reference to any index with a
high active share. It is managed using a systematic, evidence based
investment process.
More on the Boutique
* Principal Islamic Asset Management Snd. Bnd.
Cimb Islamic Asia Pacific Ex-Japan Equity
* Invests in equities that comply with Shariah principles and are domiciled
in the Asian Pacific region (excluding Japan) with the aim to seek
capital growth.
More on the Boutique
* Principal Global Equities
China Equity
* Our China Equity strategy invests in the H-shares of mainland China
companies, aiming to generate annualized outperformance over full market
cycles relative to the MSCI China Index.
More on the StrategyMore on the CapabilityMore on the Boutique
* Small Cap
* Columbus Circle Investors
Small Cap Growth Equity
* Portfolios that typically own stocks within the market capitalization
range of the Russell 2000 Growth Index.
More on the Boutique
Equities: Our equities strategies are targeted at stocks and securities of
small-to-large businesses, and are managed within an investment portfolio to
meet investors' objectives.
Fixed Income
Fixed Incomex
* High Yield
* Principal Global Fixed Income
Opportunistic High Yield
* A strategy that can offer investors attractive yield potential through
unconstrained asset allocation, high-conviction security selection, and
volatility management
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Bank Loans
* A strategy invested in leveraged loan securities that are typically
secured and have a floating rate structure
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Global High Yield
* A corporate bond strategy primarily invested in U.S. and
European-domiciled companies. Focused on income and capital appreciation
derived primarily from security selection
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
High Yield
* A corporate bond strategy primarily invested in U.S.-domiciled companies.
Focused on income and capital appreciation derived primarily from
security selection
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Short Duration High Yield
* A bond strategy that is less sensitive to market volatility and can offer
attractive levels of high current income while limiting exposure to
interest rate and credit spread risk
More on the StrategyMore on the CapabilityMore on the Boutique
* Post Advisory Group
Global Intermediate Term High Yield Fund
* Primarily invests short-to-intermediate term, lower volatility, high
yield securities with an expected average life of 24-48 months.
More on the Boutique
* Post Advisory Group
Global Limited Term High Yield Fund
* A portfolio of short-term, lower volatility, high yield debt with an
expected average life of approximately 12-24 months.
More on the Boutique
* Post Advisory Group
High Yield Plus
* A diversified portfolio of high yield securities primarily including
domestic and foreign corporate bonds and bank loans, as well as
convertible bonds, private debt, and preferred stocks.
More on the Boutique
* Post Advisory Group
Traditional High Yield
* A diversified portfolio of value-oriented high yield securities including
notes, bonds, bank loans and private debt of companies domiciled in the
U.S., Canada and Western Europe.
More on the Boutique
* Multi-Sector Fixed Income
* Principal Global Fixed Income
Core Plus Bond
* A specialized investment strategy that can provide consistent
market-cycle out-performance while potentially limiting drawdown risk
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Core Fixed Income
* A distinct balance of income, liquidity, and yield potential.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Short Term Income
* More on the StrategyMore on the CapabilityMore on the Boutique
* Opportunistic
* Principal Global Fixed Income
Global Credit Opportunities
* A global credit strategy that opportunistically invests in investment
grade credit and across multiple “plus” fixed income sectors
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Global Capital Structure Opportunities
* A strategy that opportunistically invests across the capital structure of
investment grade-rated companies to build concentrated portfolios
More on the StrategyMore on the CapabilityMore on the Boutique
* Securitized/Structured
* Edge Asset Management
Edge Mortgages Fixed Income
* Invests in high quality government, agency, and mortgage-backed
securities.
More on the Boutique
* Principal Global Fixed Income
Mortgage-Backed Securities
* Invests in government guaranteed agency MBS, including: pass-through
pools; to-be-announced (TBA); and collateralized mortgage obligations
(CMOs)
More on the StrategyMore on the Boutique
* Principal Real Estate Investors
Balanced CMBS Yield Oriented Return
* Focuses on generating a significant amount of current income while
seeking to outperform the benchmark over a market cycle.
More on the StrategyMore on the Boutique
* Municipal
* Principal Global Fixed Income
Municipal California Fixed Income
* This strategy features fully discretionary institutional portfolios that
invest primarily in municipal bonds from California.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Municipal Fixed Income
* This strategy features fully discretionary portfolios that maintain an
average credit quality rating from A to AA.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Opportunistic Municipal
* Featuring fully discretionary portfolios, this strategy seeks to provide
a high level of income that is exempt from federal income tax, while
protecting your capital.
More on the StrategyMore on the CapabilityMore on the Boutique
* Stable Value
* Morley Capital Management
Morley Stable Value
* Conservative investment strategy strives for high quality,
well-diversified portfolios to achieve the objective of capital
preservation and stable returns.
More on the Boutique
* Morley Capital Management
Morley Stable Income
* High quality, short- to intermediate-duration fixed income strategy
generating excess return through sector allocation and security
selection.
More on the Boutique
* Preferred Securities
* Spectrum Asset Management
Preferred Securities
* Portfolios of preferred securities designed to provide investors with
high current income and efficient diversification without requiring
unacceptable credit risk.
More on the Boutique
* Spectrum Asset Management
Volatility Mitigation Solutions
* Quantitative, rules-based investment solutions using derivatives to
mitigate interest rate risk and credit risk.
More on the Boutique
* Investment Grade Credit
* Principal Global Fixed Income
Investment Grade Corporate
* Investment grade-rated corporate bonds with an average portfolio credit
quality typically maintained in single A to BBB range
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Long Duration Investment Grade Corporate
* Corporate bonds with an average duration between 10 and 15 years and an
average portfolio credit quality between single A and BBB+
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Opportunistic Investment Grade Credit
* A thematically driven high-conviction investment strategy of securities
rated BBB and above
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Global Fixed Income
Investment Grade Corporate Long Term Focus
* With a focus on the long-term, seeking a high level of current income
with the stability of principal.
More on the StrategyMore on the CapabilityMore on the Boutique
* Liability Driven Investing
* Principal Global Fixed Income
Long Duration Fixed Income Credit Emphasis
* A broad array of high quality fixed income securities with an average
duration between 10 and 15 years
More on the StrategyMore on the CapabilityMore on the Boutique
* Sukuk
* Principal Islamic Asset Management Snd. Bnd.
Global Sukuk
* A diversified portfolio of Shariah-compliant global fixed income
securities (Sukuk) with the objective to grow its value of investments
over the medium term.
More on the Boutique
* Global Emerging Markets
* Finisterre Capital
Finisterre EM Debt
* Multi-strategy EM L/S Credit & EM Macro.
More on the Boutique
* Alternative Credit
* Principal Global Fixed Income
Direct Lending
* Principal Alternative Credit is the direct lending business within
Principal Global Investors, one of the largest financial services and
asset management firms in the world.
More on the CapabilityMore on the Boutique
Fixed Income: Our fixed income strategies offer flexible investment
opportunities that generate regular interest income, liquidity, and portfolio
diversification.
Real Estate
Real Estatex
* Public Equity
* Principal Real Estate Investors
U.S. Real Estate Securities
* Seasoned team leverages insights across Principal Global Investors to
amplify knowledge and select securities that have the potential to
generate consistent alpha.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Real Estate Investors
Global ex-U.S. Real Estate Securities
* Seasoned team leverages insights across Principal Global Investors to
amplify knowledge and select securities that have the potential to
generate consistent alpha.
More on the StrategyMore on the Boutique
* Principal Real Estate Investors
Global Real Estate Securities
* Seasoned team leverages insights across Principal Global Investors to
amplify knowledge and select securities that have the potential to
generate consistent alpha.
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Real Estate Investors
Principal Property Securities
* Seasoned team leverages insights across Principal Global Investors to
amplify knowledge and select securities that have the potential to
generate consistent alpha.
More on the StrategyMore on the Boutique
* Private Equity
* Principal Real Estate Investors
Private Equity
* Seasoned team leverages insights across Principal Global Investors to
amplify knowledge and select securities that have the potential to
generate consistent alpha.
More on the CapabilityMore on the Boutique
* Public Debt
* Principal Real Estate Investors
Balanced CMBS Yield Oriented Return
* Balanced CMBS Yield Oriented Return
More on the StrategyMore on the CapabilityMore on the Boutique
* Principal Real Estate Investors
High Yield CMBS Yield Oriented Return
* Yield Oriented Total Return
More on the StrategyMore on the CapabilityMore on the Boutique
* Private Debt
* Principal Real Estate Investors
Private Debt
* Private Debt
More on the CapabilityMore on the Boutique
* Private Real Estate for Defined Contribution
* Principal Real Estate Investors
Private real estate for Defined Contribution (DC) plans
* Private Real Estate for Defined Contribution
More on the CapabilityMore on the Boutique
* Responsible Property Investing
* Principal Real Estate Investors
Responsible Property Investing
* Responsible Property Investing
More on the CapabilityMore on the Boutique
* Research
* Principal Real Estate Investors
Research
* Research
More on the CapabilityMore on the Boutique
* Principal Real Estate Europe
* Principal Real Estate Investors
Principal Real Estate Europe
* Principal Real Estate Europe is a pan-European real estate fund and asset
management platform, which develops strategic investment and management
solutions for institutional investors in all property types across
Europe.
More on the CapabilityMore on the Boutique
Real Estate: Our real estate strategies target equity and debt investments in
real property, typically involving an active management approach, seeking
realized returns.
Alternatives
Alternativesx
* Multi-asset
* Finisterre Capital
Principal Global-Multi Strategy
* Long and short EM Corporate and Sovereign credit using bottom up
fundamental analysis.
More on the Boutique
Alternatives: Our non-traditional investments seek optimal performance by
investing in alternative or non-traditional securities such as hedge funds,
managed futures, and commodities.
Multi-Asset
Multi-Assetx
* Asset Allocation
* Principal Global Asset Allocation Home
* Investment solutions tailored to your desired outcomes for return, risk,
and income potential.
More on the Capability
Multi-Asset: Our asset allocation strategies seek to balance risk and reward by
actively managing assets in a portfolio based on an investor's risk tolerance,
goals, and time horizon.
QUICK TAKES ON CAPITAL MARKETS
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1.
Principal Real Estate: Benefit from our 360° view of global real estate
STRATEGIES
* Equities
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* Alternatives
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FUNDS
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KNOWLEDGE
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CONTACT US
* 1-800-533-1390
* Email Us
* Questions about 401k or personal account? Please click here.
VISIT OUR BOUTIQUES
* Principal Global Equities
* Principal Global Fixed Income
* Principal Real Estate Investors
* Principal Global Asset Allocation
* Aligned Investors
* Principal Islamic Asset Management Snd. Bnd.
* Columbus Circle Investors
* Edge Asset Management
* Finisterre Capital
* Morley Financial Services
* Origin Asset Management
* Post Advisory Group
* Spectrum Asset Management
ABOUT US
* Mission & History
* Modern Slavery Act and Human Trafficking
* United Kingdom Tax Strategy
* Multi-Boutique Strategy
* Investment Philosophy
* Responsible Investing
* Citizenship
* Events & Conferences
* Careers
* Contact Information
Terms of Use | Disclosures | Privacy | Security | Report Fraud
Form CRS
© 2022 Principal Financial Services, Inc. Principal®, Principal Financial
Group®, and Principal and the logomark design are registered trademarks of
Principal Financial Services, Inc., a Principal Financial Group company, in the
United States and are trademarks and services marks of Principal Financial
Services, Inc., in various countries around the world.
Principal Global Investors is a member of the Principal Financial Group.
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