Philosophy<br />& Process

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Philosophy
& Process

Effective investment management can be thought of in different ways. At Principal & Prosper we believe Investment Management is about managing risk and embracing opportunity.

How the process works

We manage our investment process through an Investment Management Committee that consists of a diverse and experienced group of individuals within Principal & Prosper. On the Committee we have six individuals. Within this there are two investment managers, four company directors including a compliance officer and four financial planners who meet formally on a quarterly basis to challenge, discuss, debate and make investment decisions on the final construction of our portfolios.

Click here to see our Investment Process works