Specialized investment services for nonprofits
A female not-for-profit board trustee holding a pen and discussing investment services options for their nonprofit organization’
A service-focused partner for your endowment, foundation, or nonprofit investment needs

Nonprofit organizations like yours have unique investing needs. Our specialized teams for outsourced chief investment officer (OCIO) and trust and custody solutions can help. We have the experience to tailor services for your nonprofit’s investment, spending, and governance needs while managing your organization’s assets that seek to mitigate volatility and optimize portfolio performance.

Outsourced CIO services

Delegate your nonprofit’s fiduciary responsibilities for investment discretion to our experienced OCIO solutions team.

Trust and custody services

Help ensure the safekeeping of your assets and transactions with the specialized expertise of our Principal® Custody Solutions team.
Specialization for nonprofit organizations

We work with nonprofit trustees, foundation leaders, board members, and executives from various industries to develop customized solutions that help support their organization’s philanthropic missions.

Colleges and universities (public and private)

Secondary education schools

Community foundations

Private foundations (corporate and family)

Faith-based organizations

Health and human services charities

Hospitals and clinics

Health care organizations

Societies and professional membership-based nonprofits
Nonprofit and investment experience you can trust

With more than 250 investment management nonprofit clients, you can feel confident in our team’s experience developing strategies for organizations like yours.

Outsourced chief investment officer services

35+ years’ experience

565+ clients

$23.8B OCIO assets under management

Principal® Custody Solutions

Relationships with 2,000+ clients

Manage nearly $1T in assets

Principal Asset ManagementSM

1,100 institutional clients

$540B in assets under management

Principal® is a global investment management leader offering comprehensive asset management, total retirement solutions, and insurance solutions to nonprofits, businesses, institutional clients, and individuals.
Shared philanthropic values

We value the power of giving back—it’s in our culture. Principal employees generously volunteer their time. Together, through the mission work of the Principal® Foundation, we help support the communities where Principal employees work and live.

Principal Foundation

140+ charitable organizations supported in 2023

36+ years in operation

$30M+ invested in two years, impacting more than 8 million people

Ready to talk about your nonprofit’s investment needs?

Meet with an OCIO or custody services team member to learn how Principal can help.

Request a consult today

Footnotes

Combined Custody Solutions and OCIO nonprofit clients as of January 2025. Principal data as of June 30, 2024. OCIO clients and assets under management are also included in Principal Asset Management totals. Investment Solutions, an advisory team within Principal Asset Management, provides OCIO and LDI solutions. As of December 31, 2023. Relationship and payment counts are rounded. Principal® data as of December 31, 2023. As of December 2024. OCIO clients and assets under management are included in Principal Asset Management totals. Principal Asset Management is the global investment management business for Principal Financial Group® and includes the asset management operations of the following: Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Principal Real Estate Europe Limited and its affiliates; Spectrum Asset Management, Inc.; Post Advisory Group, LLC; Origin Asset Management, LLP; Claritas Investimentos; Principal Global Investors (Europe) Limited; Principal Global Investors (Singapore) Ltd.; Principal Global Investors (Australia) Ltd.; Principal Global Investors (Japan) Ltd.; Principal Asset Management Company (Asia) Ltd., and include assets where we provide model portfolios. Marketing assets under management include certain assets that are managed by Principal International and Retirement and Income Solutions (RIS) divisions of Principal. As of 2023.

Important information

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment, or accounting obligations and requirements. The information shown is not intended to suggest that you engage in or refrain from taking a particular course of action.

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

Custody and trust services are provided by Principal Bank®, member FDIC, and/or Principal Trust Company®. These services are provided under the trade name Principal® Custody Solutions. Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.

When Principal Custody Solutions is providing investment management services, Principal Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of Principal Asset Management. Customers may also contract directly with Principal Asset Management for investment management services. In those instances, Principal Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

Principal Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). Principal Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. Principal Asset Management is a trade name of Principal Global Investors, LLC.

Insurance products and plan administrative services provided through Principal Life Insurance Company®. Principal Life Insurance Company, Principal Global Investors®, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.

Investment and insurance products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world.