◀ The Principal Blog

Posts from the ‘Retail Investors’ category

Advisors: How can a value proposition help you land more clients?



One thing I really enjoy about my job? It’s talking to financial advisors about marketing. Recently, an advisor and I were discussing online marketing and he asked me to take a look at his website and LinkedIn profile. Well, his LinkedIn profile was pretty bare – a missed opportunity. His…

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Views from the CIO: Out of the Shadows – Systematic Solutions



On March 22, Principal launched two new ETFs on the NASDAQ (see image). My Global Systematic Solutions team is responsible for managing the U.S. Price Setters Index ETF (PSET) and U.S. Shareholder Yield Index ETF (PY), the first two ‘smart beta’ (or ‘strategic beta’) funds on the…

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