Spectrum Asset Management: Excellence in Preferred Securities Portfolio Management Global 2025

Spectrum Asset Management is a leading institutional manager specialising in preferred and capital securities, with a strong track record of delivering innovative investment solutions. Founded in 1987 and headquartered in the United States, the firm is a wholly owned and independently run affiliate of Principal Global Investors. It focuses exclusively on preferred and hybrid securities, managing portfolios for institutional and high-net-worth investors worldwide. Spectrum Asset Management is recognised for its deep expertise in credit research, risk management, and portfolio construction, offering strategies tailored to evolving market conditions. With a disciplined approach to investment, the firm employs rigorous analysis and proprietary research to identify high-quality opportunities across global markets. Its commitment to client success is reflected in its transparent investment process, dedication to delivering superior risk-adjusted returns, and ability to navigate complex financial landscapes effectively. The firm’s reach extends beyond the United States, serving a diverse clientele across Europe, Latin America, and Asia, supported by Principal’s extensive global network and strategic partnerships. By leveraging its industry-leading knowledge, Spectrum Asset Management remains at the forefront of the preferred securities sector, adapting to regulatory changes and shifting market dynamics with agility and confidence. Its longstanding reputation for excellence is underpinned by a team of seasoned professionals who provide clients with insightful market perspectives, data-driven strategies, and exceptional portfolio management services worldwide. CFI.co Judging Panel proudly congratulates Spectrum Asset Management on winning the 2025 award for Excellence in Preferred Securities Portfolio Management (Global).