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Principal Funds

Being over 125 years old, Principal Funds is a leading provider of mutual fund solutions for individual investors and retirement plans. Principal Funds has special expertise in providing asset allocation solutions, and is the 5th largest manager of lifecycle funds in the nation based on target-date and target-risk mutual fund assets under management (according to Financial Research Corporation). Principal Funds are distributed through a nationwide network of independent financial professionals affiliated with brokerage and financial planning firms. Principal Funds upgraded to SunGard’s Asset Arena from a previous version of Investment Accounting - InvestOne edition and deployed $22 billion in new assets to the new Enterprise platform. Learn more about the Principal Funds story.

CUSTOMER QUOTE

Beth Graff, Principal Funds “Moving to Asset Arena’s enterprise platform brought Principal a new level of both functionality and flexibility. Some of the biggest gains in efficiency and accuracy have come with the use of Asset Arena Exception Manager” ”.

Please download the Principal Fund Case Study PDF here.

RELATED LINKS:

Product: Asset Arena Investment Accounting
Service: Asset Arena Consulting
Business Area: Investment Operations
Product PDF: Asset Arena Exception Manager