Principal Financial Group 2013 Annual Report Download - page 11

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THIS IS HOW:
WE
HELP
THEM
TAKE
ACTION
The Principal helps people take action by putting innovative strategies to work, anticipating
our customers’ needs and the challenges they face – no matter what stage of investing they’re in.
Case in point: Principal Funds, where our LifeTime target-date retirement fund series is just one
example of how The Principal helps take the guess work out of smart investing.
“Over the past decade, Principal Funds has developed the ability, not just to understand the various
retirement and investment markets and where they’re headed, but to really anticipate them,” says
Nora Everett, president and CEO of Principal Funds (right). “People in retirement need income and
protection from inflation, so we developed strategies like the Global Diversified Income Fund
and the Diversified Real Asset Fund to tackle those very issues.”
Another key to our investment innovation success was the acquisition of Edge Asset Management
(EDGE) in 2006. “Very early on, EDGE recognized that investors were looking for help,” explains Jill
Cuniff, president of Edge Asset Management (left). “Strategies like our Equity Income Fund
and our target-risk portfolios are perfect complements to offerings The Principal provides through
their retirement platform. Together, we’re providing choice and flexibility.”
We pair these innovative solutions with consistently competitive investment performance and outcomes that
help our customers reach and enjoy retirement.
PRINCIPAL FINANCIAL GROUP | 2013 YEAR IN REVIEW 9