Welcome to Principia's Customer Education and Training page. This site brings together all of our Principia training information, product updates, and educational documents in one location.
For more information about Principia and CAMS, click here.
Introducing “Gamma,” the additional retirement income that comes from making better financial planning decisions!
Morningstar has conducted new research that quantifies how much additional retirement income,
or “Gamma,” investors can generate by making better financial planning decisions.
Five Fundamental Financial Planning Decisions
Optimal asset allocation based on total wealth
Dynamic withdrawal strategy
Tax-efficient allocation and drawdown
Additional Training Information
An Analyst Expert webinar will take place on
November 28th at 2 PM CT. Click
to read the research paper.
Moving data across Morningstar products is easier than ever
The Principia team is dedicated to making it easier for you to access your data through a variety of Morningstar's products.
To that end, a unique Morningstar security identifier will now be attached to holdings in portfolios you export from Principia.
This will reduce the need to manually map and identify securities when importing into a different product at Morningstar, such as Advisor
Workstation. This is especially useful for importing hard-to-find variable annuity subaccounts and separate accounts. No action is required
on your part to take advantage of this new feature.
Preparing for year-end reporting
As the fourth quarter quickly passes by, your thoughts may be turning to client meetings and year-end reporting. Principia is here
to help. Utilize Principia's advanced importing and reporting features to ease your burden.
We recently became aware of errors in our fixed income sector breakdown assignments for funds. Approximately 25,000 global funds, spanning 44,000 active share classes, were affected across the
open-end mutual fund, ETF, variable annuity subaccount, separate account, collective investment trust, and insurance group separate account databases. The problem occurred because some underlying
bonds in fixed income portfolios, mainly municipal and Treasuries, were not coded correctly. These bonds were incorrectly assigned to the Convertible—Unspecified Secondary Sector, which rolls up
to the Convertible Primary Sector, and Corporate Super Sector. We have corrected the error and recalculated all fund sector breakdowns.
Click here to see a list of affected funds. We apologize for any inconvenience
this may have caused.
Changes to the VA and ETF Investment Detail Reports
The following data points have been added to the ETF Investment Detail Report in the October release:
Leverage % (Weighting)
Primary Prospectus Benchmark
Morningstar has also updated the “Risk and Return” section of the disclosure statement at the end of
the Investment Detail Report for variable annuity subaccounts. For more information, please see the October client letter.
We would like to hear from you. Please let us know what you think.