FUSE in the News

FUSE in the News

——FUSE in the News——
May 04, 2022
Principal Taps Fintech Provider to Launch Model Portfolio Suite

The asset manager has partnered with SmartLeaf to launch a menu of 37 models with direct indexing and customization options as it seeks to differentiate itself in a crowded marketplace. “Thirty-seven portfolios seems like a lot to be offering out there, but it is sort of a way to provide options without being singular,” said Craig Kilgallen, director of relationship development at FUSE Research Network. “Rather than having a single, individualized portfolio for everybody, you've got all these options. You can kind of slide your clients into the strategy that best fits them. I think[Principal has] seen where the market is going.”

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Article published on May 4, 2022

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