LIABILITY-DRIVEN INVESTING
Strategic solutions for pension risk management
EXPLORE
LIABILITY-DRIVEN INVESTING
Capital Group’s LDI Solutions Team provides strategic solutions to unique pension challenges to help limit downside risk.
At a glance: LDI at Capital Group
- Capital Group is a privately held global investment manager founded in 1931
- Our scale and private ownership enable significant analytic and investment resources and thought leadership for fixed income and LDI — a direct benefit for LDI clients
Source: Capital Group. Fixed income assets managed by Capital Fixed Income Investors. All values in USD. Data as of December 31, 2020. Totals may not reconcile due to rounding.
- Our in-depth credit research aims to assess the value of debt securities, avoid rating downgrades and find excess return
- Our U.S. investment-grade corporate team collaborates with Capital Group’s equity and high-yield credit analysts for a 360° view
Source: Capital Group. Data as of December 31, 2020.
- Our LDI team’s portfolio managers draw on diverse views from across the firm
- Portfolio managers’ partnership with our dedicated trading desk enhances portfolio implementation and trade execution
- Multidimensional risk management ensures that portfolio managers’ highest convictions are appropriately reflected
- Focused on generating returns through a diversified and differentiated set of securities
OUR TEAM
Capital Group’s LDI Solutions team
- Serves as the bridge between our investment team’s security-level implementation and our clients’ broader strategic oversight of their plans and investments
- Analyzes liabilities and assets holistically, yet thoroughly, to uncover opportunities for hedging solutions to contribute more effectively to positive plan outcomes
- Customizes LDI solutions in strategic collaboration with our clients across a range of benchmarks, guidelines, vehicles and other sponsor-specific preferences
Gary Veerman
Head of LDI Solutions
Colyar Pridgen
Senior LDI Strategist
Greg Garrett
LDI Investment Director
James Tang
LDI Solutions Analyst
Reflects current team as of March 2021. Investment directors do not have portfolio management responsibilities in the strategy.
Our latest LDI Insights
-
-
Liability-Driven Investing
-
Defined Benefit
See the U.S. long bond market’s components and credit quality come to life.
Connect with our LDI team.
Our dedicated LDI Solutions Team has experience in pension plan risk management across assets and liabilities and can help address your plan’s unique needs.
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.
Capital Group manages 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.
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.
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.