LIABILITY-DRIVEN INVESTING

Find the solution to your plan’s LDI puzzle.

LIABILITY-DRIVEN INVESTING

An analyst's eye view of the risks ahead for plan sponsors

WHY CAPITAL GROUP?

We aim to limit downside risk.

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.

OUR TEAM

Capital Group’s LDI Solutions 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.

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

Reflects current team as of June 30, 2020. Investment directors do not have portfolio management responsibilities in the strategy.
OUR CAPABILITIES

Find the right mix for the right outcomes.

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.

Liability-driven investment insights

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 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.