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This isn't a cookie-cutter report

This is the start of a collaboration to help you create portfolios that reflect your clients' unique needs.

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Our portfolio analyses examine diversification opportunities, objective risks, manager evaluations and stress testing, all from a team of dedicated consultants with PhDs and/or CFA charters supported by Capital Group's decades of experience in multi-asset fund and portfolio management.

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Detailed portfolio analyses

Receive customized suggestions for how your existing or prospective portfolios can help achieve client goals.

Analytic insights include:

Objective-based risk review

An expanded view of potential risks that may affect client outcomes

Quantitative manager evaluation

Analysis of the investment process and stewardship of your portfolio’s underlying holdings grounded in rigorous research

Stress test

How your portfolio would have performed in various hypothetical market conditions

Diversification benefits

The impact of asset mix and investment selection on your portfolio

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