Important Information

THIS WEBSITE IS INTENDED FOR INSTITUTIONAL INVESTORS who are U.S. residents ONLY; not intended for access or distribution to retail investors.

 

In order to access the Capital Group U.S. Institutional website (the “Site”), please read the following information and affirm by clicking the accept button that you have read and understand the information provided.

 

You must attest that you meet the qualifications of an institutional investor as described herein and accept these Terms and Conditions in order to access the Site. Some content may require additional registration for access.

 

The Site is solely intended for U.S. residents who are institutional investors or are acting on behalf of an institutional investor who has agreed to these Terms and Conditions. Institutional investors include, but are not limited to any person acting on behalf of/any pension fund, financial intermediary, consultant, endowment and foundation, bank, savings and loan association, insurance company, investment company registered under the Investment Company Act of 1940, investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law, government entity, entity with total assets of at least $50 million, employee benefit or qualified retirement plan with at least 100 participants, defined contribution/benefit plan, and qualified client or purchaser as defined by the U.S. Securities and Exchange Commission. By agreeing to these Terms and Conditions you are affirming your understanding that the Site is not intended for retail investors, individual plan participants or others who may not possess the financial sophistication to independently understand the content nor should it be redistributed to such persons.

 

You understand that the Site does not constitute advice of any nature, including fiduciary investment advice by Capital Group or its associates.

 

The reference to “Capital Group” used herein includes The Capital Group Companies, Inc., and its affiliates.

DEFINED BENEFIT Investment and pension risk solutions based on your plan's objectives

  1. Solutions and strategies
  2. Case study
  3. Insights

Solutions and strategies

Featured solutions

PRO

Solutions for pension risk management

Liability-driven investing

Capital Group’s LDI Solutions Team provides strategic solutions to unique pension challenges, with the aim of limiting downside risk.

PRO

Return-seeking strategies

Emerging markets (EM) investing

Developing countries comprise a vast and diverse set of opportunities, and on-the-ground research is key to uncovering shifts in business trends, consumer behavior and government policy.

Diverse range of solutions

 

A full spectrum of investment solutions to address the needs of private and public sector defined benefit plan sponsors

VIEW ALL STRATEGIES

Case study

Case study

Building a better benchmark for a large corporate plan

We customized a new fixed income benchmark for a client’s defined benefit plan. It increased the size, liquidity and credit quality of the plan’s investment opportunity set, potentially leading to better active management outcomes.

 

INDUSTRY

Financial service

 

PLAN TYPE

Corporate pension

Learn more

Insights

Expand your outlook with insights

PRO

Portfolio construction

Rewiring investment decisions with the Total Portfolio Approach

PRO

defined benefit

Three options for overfunded corporate DB plans

PRO

Liability-driven investing

Beyond tracking error: Evaluating long credit managers

VIEW ALL INSIGHTS

Stay informed with timely updates delivered directly to your inbox.

Receive email notifications featuring the topics you're interested in. 

SIGN UP FOR UPDATES
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 and/or other fund disclosure document(s), which can be obtained from the fund's trustee and/or the 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 portfolios and for portfolios with significant underlying bond holdings is not guaranteed. Investments 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.
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.
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.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates. Capital Client Group, 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.