About This Webinar
Listen as our experts share:

- What helped and what hurt portfolio performance in the previous quarter

- What’s next for the coming quarter

- How we’re well positioned to address challenges retirement investors are facing today
Agenda
Featured Presenters
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Scott Smith
Portfolio Manager, Head of Global Target Date, Asset Allocation
Scott Smith is a Managing Director and Portfolio Manager for the Principal Asset Management Asset Allocation team. He’s responsible for the portfolio management of the Principal® LifeTime target date portfolios (TDF) and several institutional target risk mandates, as well as the New Mexico 529 Plan. As an expert in glide path design and TDF portfolio construction, Scott also contributes to multi-asset research and assisted in developing glide paths for TDFs in the U.S., China, Japan, Mexico, Chile, Malaysia, the United Arab Emirates, and Thailand.

Scott joined the firm in 1999. Prior to becoming a portfolio manager, Scott served as an analyst and was responsible for building and maintaining asset allocation models. Prior to joining the asset allocation team, Scott was a Portfolio Manager for several U.S. equity index portfolios. He received a bachelor’s degree in Finance from Iowa State University.

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Michael Reidy
Client Portfolio Manager, Asset Allocation
Mike Reidy is a Managing Director and Client Portfolio Manager for the Principal Asset Management Asset Allocation team. He’s responsible for representing asset allocation's strategies to their largest and most sophisticated institutional and retail clients, including multi-asset strategies that span the equity, real estate, fixed income, and commodity asset classes. He also leads the Retirement Insights program where he’s responsible for the firm's creation of retirement investing thought leadership. He’s also responsible for coordinating the investment team's business development and client relations activities.

Mike joined the firm in 2019. Prior to his current role, Mike spent 14 years at J.P. Morgan Asset Management serving in multiple investment-related roles. He received a bachelor's degree in finance from Miami University.
WEBINAR DETAILS
Date: Tuesday January 27, 2026
Time: 11:00 - 11:30 AM Eastern Time (US & Canada)
Cost: Free
Language: English
Webinar ID: 086dc80c4f05
Dial-in Info:
Dial-in Number: +1 (312) 248-9348
Dial-in ID: 381102
Dial-in Passcode: 7322
For Financial Professional/Institutional use only in the U.S. May not be used with the public.

The views and opinions expressed are for informational and educational purposes only as of the date noted and should not be considered investment advice. No forecast based on the opinions expressed can be guaranteed and may be subject to change without notice. No investment strategy, such as diversification, can guarantee profit or protect against loss.

The webcast discussion covers general information only and does not take account of any investor’s investment objectives or financial situation and should not be construed as specific investment advice, a recommendation, or be relied on in any way as a guarantee, promise, forecast or prediction of future events regarding an investment or the markets in general. The opinions and predictions expressed are subject to change without prior notice.

Investing involves risk, including possible loss of principal.

Past performance does not guarantee future return. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.

Asset allocation and diversification do not ensure a profit or protect against a loss. The investment manager’s investment philosophy and strategy may not perform as intended and could result in a loss or gain.

About Target Date investment options: Target date portfolios are managed toward a particular target date, or the approximate date the investor is expected to start withdrawing money from the portfolio. As each target date portfolio approaches its target date, the investment mix becomes more conservative by increasing exposure to generally more conservative investments and reducing exposure to typically more aggressive investments options. The asset allocation for each Principal target date portfolio is regularly re-adjusted within a time frame that extends 10-years beyond the target date, at which point it reaches its most conservative allocation. Principal target date portfolios assume the value of an investor’s account will be withdrawn gradually during retirement. Neither the principal nor the underlying assets of target date portfolios are guaranteed at any time, including the target date. Investment risk remains at all times.

Principal Asset Allocation is an investment team within Principal Global Investors.

Principal®, Principal Financial Group®, Principal Asset Management, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services, Inc., a Principal Financial Group company, in various countries around the world and may be used only with the permission of Principal Financial Services, Inc.

Principal Asset Management℠ is a trade name of Principal Global Investors, LLC.

Insurance products and plan administrative services provided through Principal Life Insurance Co. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc., 800-547-7754, Member SIPC and/or independent broker/dealers. Principal Life, Principal Funds Distributor, Inc., and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.

© 2026 Principal Financial Services, Inc., 711 High Street, Des Moines, Iowa 50392

MM14826 | 12/2025 | 5082484-122026
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