Analysis of material sustainability and governance issues, alongside other considerations, helps us identify investment risks and opportunities. They can be, but are not necessarily, determinative to an investment decision.
PERSPECTIVES
Our investment professionals and sustainability and governance specialists research topics with potential implications on long-term investment risks and opportunities.
OUR APPROACH
Evaluating material sustainability and governance risks and opportunities is embedded into our investment approach,
The Capital System™. Our three-part process enhances our invesment research and emphasises materiality at the
individual-issuer level.
Research & Investment Frameworks
Reflect material sustainability and governance considerations in 25+ sectors.
Monitoring Process
Uses available third-party data to flag a subset of investments in certain asset classes* for further research and review.
Engagement & Proxy Voting
Involves engaging with issuers on material sustainability and governance risks and opportunities and voting proxies solely in the financial interests of our clients.
WHY CAPITAL GROUP?
We identify investment opportunities with deep research and analysis, with partnership between investment professionals and the Sustainability & Governance team. Analysing material risks and opportunities (including those that relate to topics) is a crucial aspect of how we assess an issuer's long-term potential to generate value.
Taking the long view is crucial. We’ve been long-term investors for 90+ years.
Our 40+ sustainability and governance professionals focus on proprietary research and analysis.
Our portfolio managers and investment analysts work to integrate material sustainability and governance considerations in their investment decision making.
Analysis of material sustainability and governance issues, alongside other considerations, helps us identify investment risks and opportunities. They can be, but are not necessarily, determinative to an investment decision.
*As at 30 September, 2026, monitoring applies to holdings of corporate (equity and fixed income) and sovereign bonds.
All data as at 31 December, 2025, unless otherwise stated. Source: Capital Group