Strategic solutions for pension risk management


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
Chart displays the breakdown of Capital Group's $2.5 trillion of assets under management by asset class. The total includes $2 trillion of equity investments and $498 billion of fixed income investments. In addition, the chart indicates that $495.8 billion of assets reside in multi-asset vehicles, which include portions of the equity and fixed income totals.

Source: Capital Group. Fixed income assets managed by Capital Fixed Income Investors. All values in USD. Preliminary data as of December 31, 2023. 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
Chart illustrates the collaboration among Capital Group analysts and traders. It indicates that 15 investment-grade credit analysts collaborate with their 11 high-yield credit analyst peers, leverage the research of 171 equity analysts and consult with four investment-grade corporate bond traders for market intelligence.

Source: Capital Group. Data as of December 31, 2023.

  • 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

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
Lead Pension Solutions Strategist

Greg Garrett
LDI Investment Director

Irene Chen
LDI Solutions Analyst

Reflects current team as of December 2023. Investment directors do not have portfolio management responsibilities in the strategy.

Our latest LDI Insights

Quarterly results


Quarterly review of our long duration credit strategy and results

Our latest videos

Accounting analyst Dane Mott discusses strategies for plan sponsors

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.
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Effective July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.
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.