Tap into these Advantages and...Invest with the Experts
The Principal Financial Group® (The Principal®) is excited to announce we've reached three milestones in 2006—five-year anniversaries for:
- Principal LifeTime investment options
- Principal Investors Funds
- The Principal Due Diligence ProgramSM
Each has a five-year track record… and strong ones at that. Discover how these milestones can help you feel confident in our investment platform and underlying due diligence process.
Due diligence program provides a solid, repeatable process
Recognized by Wilshire Associates® for its sound practices, the Principal Due Diligence Program helps us identify, hire, monitor, and retain premier investment talent.
Premier managers provide access to premier investment options
With 24 sub-advisors managing 55 high-performing investment options in nine share classes (as of 3/31/06), The Principal provides:
- Access to institutional names typically unavailable to the average investor
- Combined expertise of over 20 investment firms
In addition, the 20 investment firms have an average of 10 years experience and 18 years in the industry (Source: the Principal Financial Group, Investment Services Internal Research - Fourth Quarter 2005).
Premier performance creates strong track record
The strong 5-year track record has received industry recognition, including being ranked 19th out of 65 fund families for one-year performance in the Barron’s 2005 Fund Family Survey.
Principal LifeTime investment options are another testament to our strong performance over the past five years:
- 100% of Principal LifeTime investment options have outperformed their peer group medians for the one- and five-year periods ending March 31, 2006.*
- Principal LifeTime assets have grown to $4.5 billion as of March 31, 2006.
- Nearly half of our clients offer Principal LifeTime investment options to their participants as of Dec. 31, 2005.
Details about our investment platform
- Review our due diligence process (PDF: 182KB)
- Understand our investment manager selection process (PDF: 79KB)
- View industry recognition (PDF: 86KB)
- View a flash presentation about the 5-year investment platform anniversaries
Contact us
- Plan Sponsors: contact a representative of The Principal
- Financial Professionals: call 1.800.952.3343
