Principal Financial Group Inc · NASDAQ:PFG
Principal Financial — Investor Presentation
13 slides from Principal Financial's investor presentation
Slide 1: Dream. Learn. Save.
DREAM. LEARN. SAVE. Scholar’s Edge is offered by The Education Trust Board of New Mexico Scholar’s Edge 529 Plan: Dream. Learn. Save.
Slide 2: Actively Invested
ACTIVELY INVESTED As a global leader in asset management, we are focused on harnessing the potential of every opportunity to secure an Principal Asset Management advantage for our clients. Alternatives 0.2% ABOUT PRINCIPAL ASSET MANAGEMENT Real Estate 18.1% 29th largest manager of worldwide institut
Slide 3: Why Scholar's Edge?
WHY SCHOLAR’S EDGE? Making brighter tomorrows a reality through smarter choices for education savings Legacy of Comprehensive range of Committed creating brighter investment options and dedicated tomorrows partner • Deep asset allocation • Access broad asset classes, • An ideal opportunity to expert
Slide 4: Smarter Outcomes Through Portfolio Options
SMARTER OUTCOMES THROUGH PORTFOLIO OPTIONS Multi-asset, multi-manager strategies combining the advantages of active management and the cost savings of passive management 11 4 15 Year of enrollment portfolios Target risk portfolios Individual portfolios Designed for those beneficiaries who are Provid
Slide 5: Year of Enrollment Portfolios
11 YEAR OF ENROLLMENT PORTFOLIOS Designed for beneficiaries who are expected to enroll in qualified education programs during the target years of the portfolio, seek to achieve long-term growth of capital, while preserving capital as they approach their target year of enrollment. 2044-2045 2042-2043
Slide 6: Target Risk Portfolios
4 TARGET RISK PORTFOLIOS Maintaining static weights to the listed asset classes and underlying strategies with the allocations gradually becoming more focused toward capital preservation and volatility control as the risk target becomes more conservative. AGGRESSIVE PORTFOLIO MODERATE PORTFOLIO CONS
Slide 7: Individual Portfolios
15 INDIVIDUAL PORTFOLIOS Choose from a wide variety of investment options to create a personalized investment plan. ESTIMATED UNDERLYING FUND INVESTMENT TOTAL ANNUAL ASSET-BASED TOTAL ANNUAL ASSET-BASED TOTAL ANNUAL ASSET-BASED UNDERLYING FUND/ETF TICKER EXPENSES FEES FOR CLASS A FEES FOR CLASS C FE
Slide 8: Glide Path Innovation
GLIDE PATH INNOVATION Creating an asset class mix designed to help manage investment risk at every time frame up to the expected year of enrollment • Non-linear glidepath • Utilizes a number of • Active asset allocation Dynamic glidepath, built using: designed to minimize investment managers and and
Slide 9: It's Easy to Give the Gift of Education with Scholar's Edge
IT’S EASY TO GIVE THE GIFT OF EDUCATION WITH SCHOLAR’S EDGE Opportunities for contribution and gifting Direct Estate Ugift® Upromise® deposit planning Gift contributions with Ugift®, Join Upromise for free and You can arrange for Work with your financial an easy, free-to-use feature of then buy groc
Slide 10: Benefits of Scholar's Edge 529 Plan
BENEFITS OF SCHOLAR’S EDGE 529 PLAN Accessibility Flexibility We provide online resources and tools to easily We’ve improved Scholar’s Edge to make life’s manage your account across a range of topics: important choices even easier. • Additional contributions • Comprehensive range of investment optio
Slide 11: Dream. Learn. Save. Start Today.
DREAM. LEARN. SAVE. START TODAY. Any questions? Scholar’s Edge 529 Plan: Dream. Learn. Save. 11
Slide 12: Disclosures
DISCLOSURES Scholar's Edge® (“Scholar’s Edge” or the “Plan”) is operated as a qualified tuition program offered and sponsored by The Education Trust Board of New Mexico (the “Board”) and is available to all U.S. residents. Ascensus College Savings Recordkeeping Services, LLC is the Program Manager f
Slide 13: Disclosures (continued)
DISCLOSURES (continued) Principal Asset Management is the global investment management business for Principal Financial Group® and includes the asset management operations of the following: Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Principal Real Estate Europe Limited an