Case Study: Principal Global Investors enhances competitive analysis and product development with eVestment

Principal Global Investors - Customer Case Study

Principal Global Investors, the institutional asset-management arm of the Principal Financial Group, sought a more robust data and analytics solution to inform its product development and competitive positioning. To move beyond basic performance statistics and gain a true 360-degree view of the market, the firm turned to the data and intelligence tools from eVestment.

By implementing a range of eVestment solutions including Analytics, Asset Flows, and Omni Source, the team gained valuable perspective on how consultants and the market view them, enabling better storytelling and strategy. The solution streamlined manual data entry processes, freeing up the team for higher-value work. eVestment provided the critical data needed to track trends, understand asset flows, and ultimately make smarter, data-backed business decisions.

Principal Global Investors

Eric Foll

Director of Strategic Marketing