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Developing a Portfolio Management Platform

Principal Financial Group is an investment firm with $668.6 billion assets under management. The Principal Portfolio Strategies (PPS) group is eager to create a single platform to streamline its processes and data sources with the goal of increasing the customizability and scalability of its portfolio offerings. The Tauber team was tasked to prototype a best-in-class asset portfolio management platform to allow Principal to access, analyze, develop and scale asset allocation/manager views, and trade their portfolios.

View team project summary

Student Team:

Christopher Hudson — EGL (BSE/MSE Industrial and Operations Engineering)

Panyakorn Rakpanitmanee — EGL (BSE Mechanical Engineering/MSE Industrial and Operations Engineering)

Leila Syal — EGL (BSE/MSE Electrical Engineering)


Project Sponsors:

Joseph Byrum — Chief Data Scientist

Todd Jablonski — CIC of Principal Portfolio Strategies


Faculty Advisors:

Luis Garcia-Guzman — College of Engineering

Len Middleton — Ross School of Business