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RESEARCH & HIGHLIGHTS
News
May 18, 2022
Study finds nearly two-thirds of investors globally prefer using active funds to integrate ESG
LOS ANGELES/LONDON: Nearly two-thirds (63%) of investors prefer to use active funds to integrate ESG, with equities (80%) over bonds (58%) as the most popular asset class globally to gain ESG exposure, according to a new study by Capital Group, one of the largest investment companies in the world, with assets under management of $2.7 trillion and 91 years of experience.1
April 14, 2022
Capital Group Appoints Three New Members to RIA Advisory Board
Capital Group announced today that it has appointed three new members to its RIA Advisory Board, bringing membership to a total of 12 practitioners, specialists, and industry leaders. The advisory board, formed in conjunction with the launch of Capital Group's exclusive online hub for Registered Investment Advisors (RIAs) - RIA Insider - celebrated its two year anniversary in March.
April 4, 2022
Announcing Target Date Plus from Capital Group/American Funds, Powered by Morningstar Investment Management LLC
Capital Group, home of the American Funds, and the Workplace Solutions group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., have announced a new target date service, Target Date Plus, with personalized allocation advice tailored to a retirement saver's specific needs and objectives. The service, which employers can use as a qualified default investment alternative, blends the American Funds Target Date Retirement Series® with Morningstar Investment Management's experience delivering online investment advice through its user interfaces and vast network of integrated recordkeepers.
March 23, 2022
American Funds Target Date Retirement Series® Recognized for Years of Strong Investment Results
The American Funds Target Date Retirement Series® celebrated its 15-year anniversary in February, with select vintages winning twelve 2022 Refinitiv Lipper Fund Awards. In addition, on January 25, Morningstar analysts upgraded the low-cost share classes of the Series (F-2, F-3, R-5 and R-6) to Gold, labeling it “one of the very best” target date series in the industry.
March 21, 2022
Capital Group Launches ICanRetire® for Plan Sponsors
Capital Group has announced the launch of ICanRetire®, an employee engagement program for plan sponsors. The new service from Capital Group helps plan sponsors more effectively engage employees in their retirement plan while addressing their specific goals.
March 9, 2022
Capital Group’s response to the war in Ukraine
Capital Group issues a statement on the Russian invasion of Ukraine.
February 24, 2022
Capital Group Launches Its First Active ETFs on New York Stock Exchange
Capital Group launched its first suite of active, transparent exchange traded funds (ETFs) on the New York Stock Exchange (NYSE) today, including one fixed income core plus income strategy, three equity strategies that invest primarily in the US, and two equity strategies that cover international and global.
October 20, 2021
About half of investors globally say lack of robust data biggest barrier to ESG adoption
London, October 20, 2021: About half of institutional and wholesale investors globally say that a lack of robust data is holding back their organisations' further adoption of ESG, according to a new global study by Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of £1.9 trillion.
JULY 26, 2021
Capital Group Joins the United Nations Global Compact
Capital Group, home of the American Funds and one of the world's largest investment management firms, has joined the United Nations Global Compact initiative - a voluntary leadership platform for the development, implementation and disclosure of responsible business practices. The Compact is a call to companies globally to align their operations and strategies with 17 universally accepted principles in the areas of human rights, labor, environment and anti-corruption, and to take action in support of the UN goals and issues embodied in its Sustainable Development Goals (SDGs).
APRIL 29, 2021
Capital Group Announces Licensing Agreement With Fidelity Investments
Capital Group, home of American Funds and one of the world's largest investment management firms, has filed an application for exemptive relief with the Securities and Exchange Commission based on Fidelity's active equity ETF methodology.
APRIL 28, 2021
New Capital Group Study Reveals COVID-19 is Shaping Women's Financial Philosophies
Throughout history, watershed moments, such as the Great Depression and the Great Recession of 2007-2009, have defined and shaped Americans' financial philosophies.
MARCH 30, 2021
New Capital Group Study Uncovers Strategies to Help Investors Better Prepare for Retirement During Economic Uncertainty
As COVID-19 continues to drive economic uncertainty, Americans are facing critical choices about how to invest and approach a financially secure retirement. A new survey conducted by Capital Group, home of American Funds, and one of the world's leading investment management firms, finds that investors of all ages may lack the confidence, knowledge and resources needed to do just that.
MARCH 16, 2021
Capital Group Launches PracticeLab™, a New Digital Destination to Support Growth of Financial Advisory Practices
What does a successful advisory practice look like today? PracticeLab, Capital Group's new digital destination for financial professionals, with insights and actionable ideas to help build advisory businesses and serve clients, will help answer that question.
MARCH 11, 2021
American Funds® From Capital Group Wins 20 Refinitiv Lipper Fund Awards
American Funds, a family of mutual funds from Capital Group, has won a total of 20 Refinitiv Lipper Fund Awards recognizing American Funds Target Date Retirement Series®, American Funds Strategic Bond FundSM and SMALLCAP World Fund®. This marks the 13th consecutive year that American Funds has taken home multiple Refinitiv Lipper awards.
MARCH 9, 2021
Support for our Asian and Pacific Islander associates
Racism in all its forms and against any community is painful and extremely damaging. At Capital, our first priority is the well-being of our associates. This is why we are committed to do our part to stop anti Asian racism – and for that matter, racism of any type – and support those who have been impacted.
FEBRUARY 23, 2021
Capital Group Names Rob Hardy Corporate Governance Director
Capital Group, one of the world's largest and most experienced investment firms, with more than US$2.3 trillion in assets under management, today announced the appointment of Rob Hardy as Corporate Governance Director and member of the firm's ESG (Environmental, Social and Governance) leadership team. Hardy joined Capital Group in February and will be based in London.
FEBRUARY 22, 2021
Reggie Hedgebeth Joins Capital Group as Chief Legal Officer
Capital Group, home of American Funds and one of the world's largest investment management firms, announced today that Reggie Hedgebeth has joined as Chief Legal Officer. Hedgebeth replaces Jim Ryan, who is retiring after 27 years with the firm.
FEBRUARY 18, 2021
Marta Zarraga Joins Capital Group as Chief Information Officer
Capital Group, home of American Funds and one of the world's largest investment management firms, announced that Marta Zarraga has joined the firm as Global Chief Information Officer overseeing technology and cyber security.
January 13, 2021
Capital Group to Launch Active ETF Strategies Announces New Head of ETFs to Build and Lead Business
Capital Group, home of the American Funds and one of the world’s largest investment management firms, announced it plans to offer the firm’s first actively managed exchange-traded funds (ETFs).
January 6, 2021
Today's events at the U.S. Capitol
The civil unrest on display today at the U.S. Capitol has no place in our democratic society, regardless of our political and ideological divisions. In this moment, we are reminded of the value we place at Capital on a culture in which we treat one another with respect, even when confronted by opposing viewpoints.
December 1, 2020
American Funds selected for Morningstar's "The Thrilling 36" list
Seven American Funds have been included in the Morningstar® FundInvestor℠ “The Thrilling 36” list. Morningstar's review of more than 8,000 mutual funds identified 36 funds screened for criteria that include expense ratio, manager ownership, risk rating, parent rating, and returns.
June 10, 2020
We must do better
All of us at Capital Group mourn the senseless deaths of George Floyd, Ahmaud Arbery and Breonna Taylor. These are among the latest heartbreaking reminders of the racial disparities that plague our society.
April 30, 2020
Capital Group Launches American Funds Multi-Sector Income FundSM (MSI)
Capital Group, one of the world's largest investment management firms, has announced the launch of a new fixed income fund, American Funds Multi-Sector Income FundSM. Capital Group manages $365 billion in fixed income assets.*
March 19, 2020
American Funds selected for Morningstar's "The Thrilling 34" list
Eight American Funds have been included in the Morningstar® Fund Spy “The Thrilling 34” list. Morningstar’s review of 8,000 mutual funds identified 34 funds screened for criteria that include expenses, manager ownership, returns, parent rating and risk ratings.
March 6, 2020
American Funds® From Capital Group® Wins 13 Refinitiv Lipper Fund Awards
Fund family brings home multiple awards for 12th consecutive year
September 3, 2019
Capital Group launches first brand campaign in 87-year history
Capital Group, home of American Funds®, and one of the world’s oldest and largest investment management organizations with more than $1.9 trillion in assets under management, debuted its first brand marketing and television campaign in the company’s 87-year history today.
December 6, 2018
Americans Would Rather Talk About Anything besides Money, Capital Group Survey Finds
People would rather talk about anything other than money, including marriage problems, mental illness, drug addiction, race, sex, politics and religion. In a survey of 1,202 American adults conducted by Capital Group, home of American Funds, and one of the world's leading investment management firms, survey participants ranked financial topics such as household earnings, retirement savings, debt and inheritances as the most taboo topics of discussion.
October 23, 2018
Picturing Life in Retirement Can Motivate Increased Savings, New Survey Finds
A large majority of Americans agree they need to save more and invest better to prepare for retirement, but new research reveals one action that may make all of the difference. When people envision how they want to live in their retirement years, they are motivated to save more.
September 20, 2018
American Funds selected for Morningstar’s “28 Terrific Funds” list
8 American Funds included in Morningstar’s fund review
July 25, 2018
Parents Share Wisdom About Money, Saving and Investing With Their Children
Most Americans who are investing for retirement today wish that someone had shared financial advice with them at an earlier age, according to a survey of 1,202 investors conducted by Capital Group, home of American Funds®, and one of the world's leading investment management firms.
July 17, 2018
American Funds Launches ABLEAmerica®, a Tax-Advantaged Savings Plan for Disability Expenses
American Funds, a family of mutual funds from Capital Group, one of the world’s largest investment management firms, announced the launch of ABLEAmerica®, a new tax-advantaged savings plan, the first ABLE plan available through financial advisors for individuals with disabilities and their families.
February 28, 2018
American Funds Wins Multiple Lipper Awards for 10 Consecutive Years
Nine Lipper Awards in total for American Funds Target Date Retirement Series®, New Perspective Fund® and American Funds Mortgage Fund®
December 11, 2017
Capital Group Named a Best Place to Work by Glassdoor
Capital Group, home of American Funds, has been honored with Glassdoor’s Employees’ Choice Award, recognizing the Best Places to Work in 2018 among large U.S. companies.
December 8, 2017
Gary Veerman Joins Capital Group as Head of LDI Solutions
LOS ANGELES — Capital Group, home of the American Funds and one of the world’s largest investment management firms, announced today that Gary Veerman will be joining the firm as head of liability-driven investing (LDI) solutions.
December 6, 2017
Baby Boomer Investors Say to Expect the Unexpected When It Comes to Retirement
Baby Boomers are learning to expect the unexpected as they transition into retirement, according to a survey of 1,200 investors conducted by Capital Group, home of the American Funds®.
October 17, 2017
Women Investors Buck Stereotypes: A Powerful Yet Misunderstood Economic Force
Women investors are highly engaged in financial decisions, contribute meaningfully to household income and assets, and expect their investments to work hard for them, according to a survey of 1,200 investors conducted by Capital Group, home of the American Funds®.
August 29, 2017
Millennials Demand More From Employers and Investments
Nine out of 10 Millennials are saving for retirement, according to a survey of 1,200 investors issued today by Capital Group, home of American Funds® and one of the world’s leading investment management firms. When it comes to their choices of employers and investments, compared to Baby Boomers, Millennials are looking for new workforce benefits and companies that deliver financial and social value.
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Capital Group at a glance
About us: Capital Group is a privately held company and is the home of American Funds®, a family of more than 40 mutual funds. Our investment philosophy is based on bottom-up portfolio management and in-house research to achieve long-term investment results.
Headquarters: Los Angeles
Founded: 1931
Assets Under Management: More than US $2.7 trillion (December 31, 2021)
Employees: More than 8,000 (December 31, 2020)
Services: Capital Group offers a range of products, including more than 40 mutual funds, known as the American Funds®, as well as separately managed accounts, (collective investment trusts), and high net worth investment services.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
American Funds Distributors, Inc., member FINRA.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.