Capital Group’s LDI Solutions Team provides strategic solutions to unique pension challenges, with the aim of limiting downside risk.
An extensive global research network enables us to invest across industries and markets and provide our clients with a range of international strategies across the risk spectrum.
A full spectrum of investment solutions to address the needs of private and public sector defined benefit plan sponsors
We recommended a simplified benchmark of just long duration, which led to less overall risk, less interest rate risk, flight to quality protection and a modest yield pickup. All in all, an improved forward-looking outcome.
Accounting analyst Dane Mott discusses strategies for plan sponsors
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Important information about objectives, risks, charges and expenses for collective investment trusts is contained in the Characteristics Statement, which can be obtained from Capital Group or participants' plan provider or employer.
The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds.
Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
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Collective Investment Trusts (CITs) are available for investment only to certain qualified retirement plans. Capital Group CITs are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee.
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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.