Distinctive investment expertise to meet customized LDI needs

Specialist LDI structuring team

  • Portfolio structuring specialists who understand both bond markets and pension liabilities when designing robust liability-matching strategies
  • Experienced team leveraging credit and government bonds, along with interest rate derivatives, when structuring LDI strategies

Well-rounded investment management

  • Portfolio managers with extensive experience in managing liability-oriented investment portfolios
  • Access to esoteric fixed income solutions, including private investment grade and commercial mortgage loans, potentially enhancing diversification and driving higher risk-adjusted returns

Pension risk transfer and retirement solutions

  • Seamless pension risk transfer strategies through a partnership with our insurance organization for plans seeking an end game solution
  • Fully integrated administrative, actuarial consulting, and custodial services

Unique LDI pooled fund platform

  • A full spectrum of LDI pooled fund vehicles (CITs) for smaller plans, offering custom liability-matching solutions in a cost-efficient manner

Match your liabilities with our suite of LDI Collective Investment Trusts (CITs)

Remote risk
STRIPS 20+ Year
Custom credit
Corporate 5-15 Year
Corporate 15-25 Year
Corporate 25+ Year

Striking the right balance with liability-driven investing

Learn more about LDI and the importance of understanding risk within a LDI strategy with Owais Rana.

Get to know our advisory team.

Investment Solutions

Investment Solutions is a specialized team within Principal Asset Management. We have capabilities that range from liability-driven investing (LDI), OCIO, and Wealth portfolio solutions. Our team is focused on solving complex client challenges by providing tailored and outcome-oriented solutions and leveraging a variety of investment perspectives to meet the needs of clients of any size.

PM Title
Head of Investment Solutions
Name
Owais Rana
26 years of experience
Client Portfolio Manager
Matthew Dunleavy
16 years of experience

Get the latest insights.

Collective investment trusts (CITs) are available for investment only by eligible retirement plans and entities. Participation in CITs is generally governed by the terms of a Declaration of Trust and a Participation or Adoption Agreement, which is signed by the retirement plan’s fiduciary at the time the plan invests in the CITs. In addition, various other documents may contain important information about the CITs including Fund Descriptions, Statement of Characteristics, or Investment Guidelines, and/or other fee or investment disclosure documents. All these documents may contain important information about CIT fees, investment objectives, and risks and expenses of the underlying investments in the CITs and should be read carefully before investing. To obtain a copy, you will need to contact the plan sponsor or trustee of the CIT.

CITs are not insured by FDIC or any other type of deposit insurance; are not deposits or other obligations of and are not guaranteed by any firm or their affiliates; and involve investment risks, including possible loss of principal invested. CITs are not mutual funds and are exempt from registration and regulation under the Investment Company Act of 1940 (the “1940 Act”), and their units are not registered under the Securities Act of 1933, or applicable securities laws of any state or other jurisdiction. Unit holders of the Funds are not entitled to the protections of the 1940 Act. The decision to invest in CITs should be carefully considered. The CITs unit values will fluctuate and may be worth when redeemed, so unit holders may lose money. CITs are not sold by prospectus and are not available for investment by the public; Fund prices are not quoted in newspapers.

LDI solutions are provided by Investment Solutions, an advisory team within Principal Asset ManagementSM. Principal Asset Management leads global asset management at Principal®.