Principal Portfolio Strategies manages asset allocation solutions that align with your needs and desired outcome. Our asset allocation philosophy is based on the following beliefs that we see as your best interest:
Targeting outcomes is superior to maximizing absolute returns.
Diversification across asset classes is superior to expecting a single asset class to efficiently deliver an outcome.
Specialist asset managers are likely to outperform generalist asset managers.
Specialist asset managers must have a process that aligns with the targeted outcome.
Our proprietary multi-asset allocation process:
We follow a comprehensive three-step allocation process to construct multi-asset and/or multi-manager portfolios that aim to deliver reliable, risk-adjusted investment outcomes that meet your needs: