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Philosophy

Our philosophy for financial intermediaries is the same as that for our other clients: we rely on the depth and breadth of our research, the diverse expertise of our people and discipline of our investment strategies to achieve consistent investment returns and superior service on behalf of all our clients.

Principal Global Investors offers expertise in equities, fixed income and real estate investments, as well as specialized overlay and advisory services.

Through a network of affiliated investment management firms, we’ve expanded our capabilities in both equities and fixed income.
Within the framework of our investment expertise, we seek:
  • To add our investment styles to additional separately managed account (SMA) platforms offered by wirehouses, broker/dealers and third-party vendors.
  • To cross sell additional asset classes
  • To manage additional institutional assets for major wirehouses
  • To continue to build our reputation with financial advisors as a world class asset management firm