A message from Capital Group's Head of North American Distribution, Matt O'Connor | Capital Group Canada | Insights



A message from Capital Group's Head of North American Distribution, Matt O'Connor

Matt O’Connor, Chairman and Chief Executive Officer of Capital Group in North America, outlines Capital Group’s response to the global spread of COVID-19 and how we are continuing to serve advisors and clients.

For advisor use only. Not for use with investors.


Matt O'Connor: We appreciate you spending a few minutes with us today. Here at Capital Group our first concern is the safety and wellbeing of you and your loved ones. Our thoughts are with you during this difficult time.

Let me share how Capital Group is responding to the global spread of COVID-19, both in terms of our investment process and business operations.

We are well prepared for market environments like we are facing. In addition, for the past several years we have had – and practiced – a variety of business continuity exercises across all areas of our business. We have invested in the technologies and the processes to deliver the support and service you have come to expect from us, regardless of the environment.

There are 3 important messages I share with you:

1. Our investment process is time-tested and designed to weather conditions like these.

2. Our business is fully operational and stable.

3. And lastly, our commitment to support you and your clients is unwavering.

First, our investment process. Our investment experience spans 9 decades and is designed to weather all kinds of market cycles. Our deep fundamental research, global perspective and long-term view have helped our investment portfolios hold up well in times like these. It is these characteristics that have helped us to pursue long term superior results for you and your clients.

Second our business is fully operational and stable. Across various parts of Capital, we have instituted work from home protocols that allow us to serve you and help keep our associates and their families healthy. This has allowed our key business processes to remain uninterrupted. We have equipped our client facing associates with robust video and phone technologies to remain visible, fully accessible and dedicated to serving your needs through this period.

My third point is our unwavering commitment to you. We have taken multiple steps to give you visibility to our investment thought leadership and arm you with the tools to best serve the needs of your investors. Our volatility team is delivering daily insights designed to give you exposure to the thinking across the vast breadth and depth of Capital’s investment professionals. You can access these services at CapitalGroup.com.

Before I finish, let me simply say thank you.

Thank you for what you do on behalf of your clients. They need you now more than ever. We have deep admiration and respect for what you do. The advice and guidance you provide your clients is critical.

Thank you as well for your patience and flexibility as we navigate these times together.

And lastly, thank you in advance for your feedback and guidance — to us — on how best we can support and serve your needs in the months ahead.

In closing, I wish you, your family and your colleagues safety and good health. We thank you for your partnership.



Matt O'Connor Chairman and CEO, Capital Group in North America

Matt O’Connor is chairman and chief executive officer of Capital Group in North America. He also serves on the Capital Group Management Committee. He has 26 years of investment industry experience and has been with Capital Group for 11 years. He holds an MBA from F.W. Olin Graduate School of Business at Babson College and a bachelor’s degree in economics from Saint Anselm College. He also holds the Chartered Financial Analyst® designation. Matt is based in Los Angeles.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Unless otherwise indicated, the investment professionals featured do not manage Capital Group‘s Canadian mutual funds.

References to particular companies or securities, if any, are included for informational or illustrative purposes only and should not be considered as an endorsement by Capital Group. Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any investment funds or current holdings of any investment funds. These views should not be considered as investment advice nor should they be considered a recommendation to buy or sell.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not be comprehensive or to provide advice. For informational purposes only; not intended to provide tax, legal or financial advice. We assume no liability for any inaccurate, delayed or incomplete information, nor for any actions taken in reliance thereon. The information contained herein has been supplied without verification by us and may be subject to change. Capital Group funds are available in Canada through registered dealers. For more information, please consult your financial and tax advisors for your individual situation.

Forward-looking statements are not guarantees of future performance, and actual events and results could differ materially from those expressed or implied in any forward-looking statements made herein. We encourage you to consider these and other factors carefully before making any investment decisions and we urge you to avoid placing undue reliance on forward-looking statements.

The S&P 500 Composite Index (“Index”) is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Capital Group. Copyright © 2019 S&P Dow Jones Indices LLC, a division of S&P Global, and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC.

FTSE source: London Stock Exchange Group plc and its group undertakings (collectively, the "LSE Group"). © LSE Group 2020. FTSE Russell is a trading name of certain of the LSE Group companies. "FTSE®" is a trade mark of the relevant LSE Group companies and is used by any other LSE Group company under licence. All rights in the FTSE Russell indices or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indices or data and no party may rely on any indices or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company's express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication. The index is unmanaged and cannot be invested in directly.

Bloomberg® is a trademark of Bloomberg Finance L.P. (collectively with its affiliates, "Bloomberg"). Barclays® is a trademark of Barclays Bank Plc (collectively with its affiliates, "Barclays"), used under licence. Neither Bloomberg nor Barclays approves or endorses this material, guarantees the accuracy or completeness of any information herein and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.

MSCI does not approve, review or produce reports published on this site, makes no express or implied warranties or representations and is not liable whatsoever for any data represented. You may not redistribute MSCI data or use it as a basis for other indices or investment products.

Capital believes the software and information from FactSet to be reliable. However, Capital cannot be responsible for inaccuracies, incomplete information or updating of the information furnished by FactSet. The information provided in this report is meant to give you an approximate account of the fund/manager's characteristics for the specified date. This information is not indicative of future Capital investment decisions and is not used as part of our investment decision-making process.

Indices are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.

All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in Canada, the U.S. and other countries. All other company names mentioned are the property of their respective companies.

Capital Group funds and Capital International Asset Management (Canada), Inc. are part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.

The Capital Group funds offered on this website are available only to Canadian residents.

Related Insights