Many large-cap strategies drift down the market-cap spectrum, leaving portfolios unintentionally underweight mega-caps such as Apple and Microsoft. The USMC ETF from Principal Asset Management aims to fill this gap with a rules-based approach that emphasizes financial strength, offering targeted quality exposure.
The PSC ETF from Principal Asset Management aims to address common portfolio blind spots through a rules-based strategy that provides scalable small-cap exposure while avoiding the capacity constraints and quality issues that plague traditional small-cap investing.
Envestnet’s Brooks Friederich explains how blending active and passive strategies—guided by deep research and ongoing due diligence—can help advisors scale effectively, manage risk, and deliver customized solutions that support client goals across wealth tiers.