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Principal Global Investors offers specialized expertise in the management of stable value portfolios through our affiliate, Morley Financial Services, Inc. (Morley). Principal Global Investors offers specialized expertise in the management of stable value portfolios through our affiliate, Morley Financial Services, Inc. (Morley). With $15.5 billion in assets under management,* as of December 31, 2009, Morley has a long history in stable value and other short duration fixed income investment management. The firm was founded in 1982 and is based in Portland, Oregon. Morley’s senior investment staff averages over 20 years of broad experience in stable value and total return fixed income management. Their disciplined investment process, with an emphasis on credit research, sector & security selection and liquidity management techniques, has consistently met client objectives and delivered strong performance.
Morley manages assets for a diverse variety of organizations including corporations, governmental plans, financial institutions and Taft-Hartley funds. Morley’s objective is to provide customized solutions to best meet client needs and objectives. Services include separate account management, proprietary commingled funds, sub-advised commingled funds and mutual funds.
Morley’s philosophy is based on a 'no surprises' approach and they follow a very disciplined investment process.
Morley believes that:
- Clearly defined client objectives and guidelines govern every decision
- Style purity and portfolio transparency are critical
- Risk management is the single most important component of their process
- A consistent approach means a competitive track record
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*As of December 31, 2009. Principal Global Investors is the asset management arm of the Principal Financial Group® (The Principal®)1 and includes the asset management operations of the following subsidiaries of The Principal: Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Spectrum Asset Management, Inc.; Post Advisory Group, LLC; Columbus Circle Investors; Edge Asset Management, Inc.; Morley Financial Services Inc.; Principal Global Investors (Europe) Limited; Principal Global Investors (Singapore) Ltd.; Principal Global Investors (Australia) Ltd.; Principal Global Investors (Japan) Ltd.; Principal Global Investors (Hong Kong) Ltd.; and the majority owned affiliates of Principal International, Inc.
1"The Principal Financial Group" and "The Principal" are registered trademarks of Principal Financial Services, Inc., a member of the Principal Financial Group.
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