Principal Financial: ® Launches Enhancement of Fintech-Enabled Model Portfolios, Offering Industry’s First Custom Direct Indexing of Interest
About Principal Asset ManagementSm
With public and private market opportunities across all asset classes, Principal Asset ManagementSm and the investment specialists look at asset management through a different lens, creating solutions that help clients achieve their investment goals. Using local insights with global perspectives, Principal Asset Management identifies distinct and compelling investment opportunities for more than 1,100 institutional clients in over 80 markets.1
Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), manages $484.6 billion in assets1 and recognized as a “Best Places to Work in Money Management2” for 11 consecutive years. Learn more at www.PrincipalAM.com.
[1] As of 30 September 2022
[2] Pensions and Investments, “The Best Places to Work in Money Management”, 12 Dec. 2022.
About YieldX
Founded in 2019 by senior fixed income and fintech professionals, YieldX customizes and optimizes income investments at scale and with unmatched efficiency. YieldX’s digital-first environment offers complete flexibility, with a range of technology and asset management solutions, customized investment universes and white-labeled offerings for home offices, asset managers and financial advisors. YieldX seeks to deliver real-time results that improve results for the customer and the firm. For more information about YieldX, visit YieldX.app and for important disclosures, please visit:
About Smartleaf Asset Management
Smartleaf Asset Management, LLC (SAM) is an SEC-registered subadvisory rebalancing and trading service that enables wealth advisors to deliver highly customized, tax-optimized portfolios at scale. With SAM, working with direct indices is as easy as working with ETFs. For more information on how SAM makes it easy to offer your clients personalized portfolios, visit www.smartleafam.com.
About Jacobi
Jacobi is a global provider of investment technology that streamlines multi-asset investment processes and enables portfolio design, analysis and client engagement. Its unique ‘open architecture’ platform allows firms to tailor the platform by integrating their own code, models, data, analytics and applications. Founded in 2014, Jacobi delivers its technology to top-tier investment organizations, including some of the world’s leading capital and wealth managers, pension funds, asset owners and investment consultants.
©2023 Principal Financial Services, Inc. Principal®Main finance group®and Principal and the logo design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.
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