Principal Financial Group 2014 Annual Report Download - page 16

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Now, as ever, strong investment management (and the performance to show for it) anchor and
enable everything else we do. But don’t just take our word. In 2014, The Principal was honored as:
• A Top Mutual Fund Family for 2014 by Barron’s1
• A Top 10 Manager of Real Estate by Pensions & Investments2
• The Lipper Fund Award winner for best global real estate fund over the five-year period3
• A Best Asset Manager in Southeast Asia4 for the fifth year in a row
• Asset Management Company of the Year for Hong Kong MPF5
Our multi-investment boutique strategy continues to lead the way, connecting individual boutiques
with a global distribution platform. This approach fosters growth for all of our boutiques. It
empowers our investment managers to remain focused on their asset class expertise. And it enables
us to provide a diverse array of customized investment options to meet client needs.
It’s because of our proven performance—and our focus on outcomes, not just returns—that people
continue to connect with The Principal, trusting us not just with their money, but also with their
long-term financial well-being.
1. Principal Funds named the No. 5 fund family based on one-year performance in 2014, Barron’s, February 2015
2. Managers ranked by total worldwide real estate assets (net of leverage) as of June 30, 2014: “The Largest Real Estate Managers,”
Pensions & Investments, October 2014
3. Principal Funds, recognized by Lipper for the Principal Global Real Estate Securities Fund, 2014
4. CIMB-Principal Asset Management, recognized by Alpha Southeast Asia for its 8th Annual Best Financial Institutions Awards
(Marquee Awards), June 2014
5. Principal Hong Kong, recognized by The Asset, June 2014
6. During time period of Jan. 1, 2014-Dec. 31, 2014
7. Strategic Insights, December 2014
Largest advisor sold
fund family7
16th
Retained 95 percent
of full service
accumulation customers6
Good performance =
happy customers
95%
of Funds’ investment
options were in the top
half of Morningstar
ratings on a one-, three-
and five-year basis
at year end
85%
The Lipper Fund Award winner for best global
real estate fund over the five-year period.
14