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The Capital Group Portfolio Consulting and Analytics Team has offered a wide range of tailored analyses and reports to help advisors’ clients reach their goals. Add our team to yours.
“This is exactly what I’m looking for ...
a process I can have confidence in, a story I can tell and something I can easily manage.”
— Financial professional, national firm
INVESTMENT SOLUTIONS
Choose investments aligned to real-life objectives
Investments that seek to provide superior long-term results, combined with an objective-based approach, can be the foundation of your clients' portfolios. Here's how we can help.
Mutual Funds
Individual mutual funds aligned to real-life client needs
ETFs
Exchange-traded funds for the core of client portfolios
SMAs
Separately managed accounts for customizable solutions
Models
Model portfolios built with client goals in mind
PORTFOLIO CONSTRUCTION INSIGHTS
Insights you can put to work on behalf of your clients
Change the conversation
PORTFOLIO CONSTRUCTION TRENDS
Focus on client goals
Considering a shift from growth to value? Read our latest portfolio construction insights on why it may be time to rethink the growth-versus-value framework.
- How have growth and value stocks fared in 2022?
- Is it possible to time style and sector rotations?
- How can you focus on client goals through market uncertainty?
Focus on client goals as markets shift
Read our latest portfolio construction insights on trends in the average professionally managed portfolio and navigating market rotations.
Revisit dividend exposure for income goals
Many professionally managed portfolios have limited exposure to dividend payers. Reconsider your income allocations.
Get a fresh perspective on global equities
Flexibility is the new diversification when it comes to your non-U.S. holdings.