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Jeffrey Schwarte
Portfolio Manager at Principal Global Investors


Jeff is a named portfolio manager on Principal’s strategic beta ETFs. He is involved in all aspects of quantitative research and strategy development for systematic investment capabilities. Jeff received a bachelor's degree in accounting from the University of Northern Iowa. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. He is a Certified Internal Auditor and Fellow of the Life Management Institute (FLMI).

Agenda Sessions

  • Factor Strategies for the Road Ahead