The Capital Group Portfolio Solutions Committee
WHY CAPITAL GROUP?
Model portfolios overseen by our team using their collective investment industry experience
Our portfolio managers offer you solutions intended to help provide stronger long-term outcomes and work to mitigate risk in changing market conditions. Among other criteria, they follow four main guiding principles.
Real-life investor
objectives
Align the portfolios with investors’ goals and objectives.
A bottom-up
approach
Select and allocate the underlying funds to help determine the best asset mix.
Rigorous
analysis
Review historical portfolio results — including rolling periods — during varying market cycles and interest rate environments.
Oversight
Meet regularly to review portfolio results and holdings to keep them aligned with their objectives.
“Portfolio construction is about real people with real financial goals — so that’s where we start.”
- WESLEY PHOA, PORTFOLIO SOLUTIONS COMMITTEE MEMBER
OUR TEAM
Combine the power of your advice with our investment industry experience
The seven members of the Capital Group Portfolio Solutions Committee carefully construct our model portfolios, while also actively monitoring their performance through changing market conditions.
Alan Berro
Michelle Black
Samir Mathur
Wesley Phoa
John Queen
Will Robbins
Andrew Suzman
Capital Group Portfolio Solutions Committee
$65B
in multifund portfolio
monitoring.*
28 years
average investment
industry experience.*
$407B
in multi-asset fund
management.*
*Data is as of 12/31/19, except investment industry experience, which is as of 1/1/20. All values are U.S. dollars. The Capital Group Portfolio Solutions Committee provides insights to Capital Solutions Group’s research process that inform our research and investment recommendations into Capital Group’s comprehensive range of multi-asset funds totaling $407 billion. The firm is the largest multi-asset manager in the U.S. as of December 31, 2019.
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.
Learn more about how we build portfolios for you
Why fund-of-funds solutions are gaining popularity
We know you have your hands full with the expanding needs of your clients. Our veteran portfolio managers explain how asset managers may play a part in your practice and share their insights on this important industry trend.
Brad Vogt
Equity portfolio manager
Wesley Phoa
Solutions portfolio manager
Explore our models
A flexible portfolio solution
Model portfolios are only available through registered investment advisers. This content is intended for registered investment advisers and their clients.
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 funds’ prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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 should not be considered advice, an endorsement or a recommendation.
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.
The funds are actively managed so holdings will change. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.
Investment allocations may not achieve model objectives and actual underlying fund allocations may vary. There are expenses associated with the underlying funds in addition to any fees charged by the intermediary. Additionally, the intermediary includes cash allocations in the model, which are not reflected here. The model’s risks are directly related to the risks of the underlying funds as described below.
Investing outside the United States involves risks such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries. Small-company stocks entail additional risks, and they can fluctuate in price more than larger company stocks.