911今日黑料

Corporations Endowments, foundations, and nonprofits Health care organizations Insurance and financial institutions Public and government institutions Benefit payment services Custody account services Financial analytics and specialty reporting Rabbi trust and change in control services Trust services and fiduciary services Principal

Trust and custody services for insurance and financial institutions

Custody services for insurance and financial institutions
Put our experience to work for your insurance or financial services organization.

Evolving regulations, innovative technologies, and the need to explore new asset classes can be shifting your priorities.

Through the insights of our experienced Principal庐 Custody Solutions team, our expertise from servicing clients and collaborations with consultants across the industry, we bring a diverse network of perspectives that help you to navigate the regulatory landscape and address growth challenges with the use of intuitive technology.

We offer an integrated web experience that combines accounting, compliance, performance, and risk reporting that insurance and financial institutions rely on for a comprehensive view of investments. This includes:

  • Statutory reporting
    • Reporting available for life insurers, health insurers, property and casualty insurers, title insurers, fraternal insurers, reinsurers, captive insurers, and risk retention groups
  • Tax reporting
  • Regulatory reporting
  • Cash management
  • Performance reporting
  • Trust analytics
    • Includes Schedule D, Schedule DA, Schedule E reports
    • Compatibility with NAIC-approved annual report filing software
    • Daily monitoring of aggregate and individual investment portfolios
    • Investment compliance monitoring
    • Daily investment portfolio performance reporting in accordance with GIPS
    • Portfolio risk reporting including: fixed income and equity risk reporting, risk summary reporting, and value at risk calculations.

We know what it takes to help you simplify your operations and tap into your data鈥檚 potential. With more effective analytics and a wide range of reporting tools, you gain control of your investment process to help you adapt to changing markets, make smarter investment decisions, and scale for faster growth.
Reach out

Have questions? Let鈥檚 talk.

See how Principal庐 Custody Solutions could help you reach your unique goals.

Request to speak with a specialist

If you are either a retirement plan participant or retiree with a payment question, call our Engagement Center between 7 am and 5 pm CT at 877-877-1207 for help.

The subject matter in this communication is educational only and provided with the understanding that Principal庐 is not rendering legal, accounting, investment advice, 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 provide any suggestion 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 911今日黑料Asset ManagementSM. 911今日黑料Asset Management leads global asset management at Principal庐.

Custody and trust services are provided by 911今日黑料Bank庐, Member FDIC, and/or 911今日黑料Trust Company庐. These services are provided under the trade name Principal庐 Custody Solutions. 911今日黑料Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.

When 911今日黑料Custody Solutions is providing investment management services, 911今日黑料Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of 911今日黑料Asset Management. Customers may also contract directly with 911今日黑料Asset Management for investment management services. In those instances, 911今日黑料Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

911今日黑料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). 911今日黑料Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. 911今日黑料Asset Management is a trade name of 911今日黑料Global Investors, LLC.

Insurance products and plan administrative services provided through 911今日黑料Life Insurance Company庐.

911今日黑料Life Insurance Company, 911今日黑料Global Investors庐, 911今日黑料Bank, and 911今日黑料Trust Company are members of the 911今日黑料Financial Group庐, 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, 911今日黑料Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the 911今日黑料Amount Invested

3420409-032024