We understand the investment management services for your endowment, foundation, or nonprofit needs.
As an outsourced chief investment officer (OCIO), we take on the fiduciary responsibility for your organization’s investment portfolio—managing assets, navigating market volatility, and optimizing portfolio performance to help reach your desired goals.
OCIO solutions
Our diversified team of investment experts have worked with an entire spectrum of organizations, creating custom investment management strategies. We’ll work to include investments that seek to meet your organization’s funding goals for years to come.
Values-aligned investment strategies
We can build custom portfolios that consider social responsibility requirements and environmental sustainability goals for clients who desire an investment strategy that aligns with their values.
Competitively priced portfolios
Offer an all-inclusive single rate fee structure with no out-of-scope billing. Custom portfolios are developed to help meet each client’s unique goals, cash flows, risk budgets, and return objectives.
Custom-built investment solutions
Provide efficient implementation and flexible service through an open-architecture approach to an investment management model.
Tailored investment management
Investment solutions need to be sophisticated, transparent, and understandable. We take the time to develop a deep understanding of each organization, recognizing that each one has a unique purpose and goals. We offer a comprehensive, customized approach considering each client's unique investment objectives.
Sustainable spending policy
Unique to your needs and aligns expenditures with your missions and goals.
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A strategic plan for board members and donors
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Realistic in relation to the anticipated capital market returns
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Documented along with your Investment Policy Statement
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Reviewed annually
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering consulting, legal, accounting, investment or tax advice. You should consult with appropriate individuals including counsel, financial professionals or other advisors on all matters pertaining to business, legal, tax, investment or accounting obligations and requirements.
Investment solutions disclosure with PCS.
Important Information
OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within Principal Asset ManagementSM. Principal Asset Management leads global asset management at Principal®.
Custody and trust services are provided by Principal Bank®, Member FDIC, and/or Principal Trust Company®. These services are provided under the trade name Principal® Custody Solutions. Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.
When Principal Custody Solutions is providing investment management services, Principal Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of Principal Asset Management. Customers may also contract directly with Principal Asset Management for investment management services. In those instances, Principal Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.
Principal Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). Principal Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. Principal Asset Management is a trade name of Principal Global Investors, LLC.
Insurance products and plan administrative services provided through Principal Life Insurance Company®.
Principal Life Insurance Company, Principal Global Investors®, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.
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.
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