Principal Financial Group Inc · NASDAQ:PFG
Principal Financial — Investor Presentation (September 2023)
13 slides from Principal Financial's investor presentation, September 2023
Slide 1: Scholar's Edge 529 Plan: Dream. Learn. Save.
Scholar’s Edge 529 Plan Dream. Learn. Save. Investment management by: 1 •Scholar’s Scholar’sEdge Edge is 529 plan by The Education Trust Board of New Mexico offered
Slide 2: Actively invested. Principal Asset Management
Actively invested. Principal Asset Management As a global leader in asset management, we are focused on harnessing the potential of every opportunity to secure an advantage for our clients. ABOUT PRINCIPAL ASSET MANAGEMENT $525.2B AUM 23rd largest manager of worldwide institutional assets.1 11-year
Slide 3: Why Scholar's Edge?
Why Scholar’s Edge? Making brighter tomorrows a reality through smarter choices for education savings Legacy of Smarter outcomes Committed creating brighter through choice, value, and dedicated tomorrows and peace of mind partner • Deep asset allocation • Comprehensive range of • An ideal opportunit
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. Scholar’s 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 Total Annual Asset-Based Total Annual Asset-Based Total Annual Asset-Based Underlying Fund/ETF Ticker Investment 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 designed to minimize volatility in the Year of Enrollment Portfolios before education funds are needed • Utilizes a number of inv
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 Ugift® Upromise® Direct deposit Estate 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? Investment management by: 11 • Scholar’s Edge 529 plan
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
Disclosures Principal Global Investors leads global asset management at Principal® and includes the asset management operations of the following members of Principal®: Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Principal Real Estate Europe Limited and its affiliates; Spec
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