Liability-Driven Investing | Capital Group

Need a solution to your plan's LDI puzzle?

We can help.

What LDI puzzle piece are you missing? Maybe you’re seeking a new manager — or even a custom strategy.

We have you covered.

Contact Us

Our dedicated LDI Solutions Team has experience in pension plan risk management across assets and liabilities and can address your plan's unique needs.

(800) 421-0870

lditeam@capgroup.com

Why Capital for Long Duration?

Sources of Potential Excess Returns

FOR ILLUSTRATIVE PURPOSES ONLY

  Issuer selection        

  Sector/Industry selection        

  Duration, curve and swap management

chart-excess-returns-199x199

Deep Credit Research Makes A Difference.

Avoiding downgrades and finding excess return are critical in LDI.

Research is the key to delivering this combination, and our risk-adjusted results speak for themselves: Login required

Our goal in LDI? Help clients match their liabilities, narrow funding gaps and lower their contributions.

Fixed Income at Capital: Scale, Experience and Client-Aligned


Capital Group brings scale, experience and a distinctive approach to fixed income investing1

$320.9 Billion

Fixed income assets under management1

44 Years

Investing in fixed income

1998

Year we first began managing long duration portfolios

151 fixed income professionals, based in 13 research offices worldwide2

27 years average portfolio manager experience2

Collaborative research leads to differentiated credit insights

Full range of strategies designed to meet different client needs

Long-term investment results are a primary driver of manager compensation

 

1Data as of March 31, 2018. Fixed income assets managed by Capital Fixed Income Investors.
2Number of fixed income professionals at Capital Group as of March 31, 2018; number of research offices and investment experience as of December 31, 2017.

Strategies: Variety and Customization — Because Every Plan is Unique

Our experienced LDI investing team works with corporate sponsors and consultants to find the approach that’s right for them.

We offer a range of strategies and different levels of customization, driven by client needs.

Minimum account sizes for collective investment trusts (CIT) and separate accounts (SA) are $5 million and $100 million, respectively.

Additional composite information (PDF) is available for your reference.

Connect With Capital Group's LDI Team

Our dedicated LDI Solutions Team has experience in pension plan risk management across assets and liabilities and can address your plan's unique needs.

lditeam@capgroup.com | (800) 421-0870

Data as of March 31, 2018.
Fixed income assets managed by Capital Fixed Income Investors.
1Based on Capital Group Long Duration Credit composite versus Bloomberg Barclays Long Credit Index three-, five-year and lifetime returns.
2Based on information ratio for the Capital Group Long Duration Credit Composite calculated against the Bloomberg Barclays U.S. Long Credit Index with percentile ranks relative to the eVestment Long Credit Universe. Sources: eVestment Long Credit Universe. eVestment Alliance and its affiliated entities collect information directly from investment management firms and other sources believed to be reliable, however eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions.
© 2012-2018 eVestment Alliance, LLC. All Rights Reserved. Bloomberg Index Services Ltd.


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 or the collective investment trust's Characteristics statement, which can be obtained from a financial professional, Capital or your relationship manager, and should be read carefully before investing. 

The Capital Group companies manage 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.

Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.