We have a consistent and risk-aware investment approach that puts an emphasis on limiting downside risk by deep credit research. Capital Group has managed bond portfolios since 1973 and long duration strategies since 1998.
in fixed income assets under management.¹
average portfolio manager experience.2
year when we began managing long duration portfolios.
1Assets under management as of June 30, 2020. Fixed income assets managed by Capital Fixed Income Investors.
2As of December 31, 2019.
Research is key to helping to avoid downgrades and finding excess return in LDI. And our risk-adjusted results speak for themselves. Our goal is to help clients match their liabilities, narrow funding gaps, and lower their contributions.
Sources of potential excess returns
We expect issuer and sector selection to be the main drivers of our returns.
Our investment committee seeks investment managers who have repeatable processes and can clearly demonstrate how they pursue superior results.
Our primary focus is superior investor outcomes through rigorous fundamental research.
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.
Gary Veerman
Head of LDI Solutions
Colyar Pridgen
Senior LDI Strategist
Greg Garrett
LDI Investment Director
Chris Anast, CFA
Senior Retirement Strategist
James Tang
LDI Solutions Analyst
Risk Management
Access dedicated specialists with experience in pension plan risk management across assets and liabilities.
Custom Strategy
Create a custom strategy based on your plan’s specific goals and objectives.
Risk Evaluation
Glide path construction support, hedge ratio and risk tolerance evaluation.
Diagnostic Support
Evaluate asset allocation, risk decomposition, stress testing and more across your entire plan.
Reporting
Find custom total plan reports, including funded status attribution.
Thought Leadership
Discover a solution to your specific challenge with white papers, conference participation and custom analysis.
Long duration credit update for the fourth quarter of 2020
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 mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional, and should be read carefully before investing. Similar information about collective investment trusts can be obtained from Capital Group or participants’ plan provider or employer.
This investment strategy and/or related material is designed for use solely by Qualified Purchasers, institutional investors and consultants.
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.
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.
All Capital Group trademarks are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies.