Liability-Driven Investing | Capital Group
LIABILITY-DRIVEN INVESTING
Find the solution to your plan's LDI puzzle.
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CONTACT
WHY CAPITAL GROUP?
We aim to limit downside risk.
We have a consistent and risk-aware investment approach that puts an emphasis on limiting downside risk by deep credit research. Capital Group has managed bond portfolios since 1973 and long duration strategies for nearly two decades.
Scale, experience and client-aligned.
Capital Groups brings scale, experience and a distinctive approach to fixed income investing.
$320.9B
in fixed income assets under management. 1
27 years
average portfolio manager experience. 1
1998
was when we began managing long duration portfolios.
Finding return through research.
Research is key to helping to avoid downgrades and finding excess return in LDI. And our risk-adjusted results speak for themselves. Our goal is to help clients match their liabilities, narrow funding gaps, and lower their contributions.
Constructing a well-established process.
Our investment committee seeks investment managers who have repeatable processes and can clearly demonstrate how they pursue superior results.
  • Diverse ideas, high-conviction portfolio
    construction approach
  • Multidimensional approach to risk
    management
  • Bottom-up credit decision-making is
    primary source of excess return
Delivering superior results.
Our primary focus is superior investor outcomes through rigorous fundamental research.
Through rigorous fundamental research, we have helped investors pursue superior investment outcomes, including:
  • Strong long-term investment results1
  • Top-quartile information ratio2
  • Extended track record of returns

1Based on Capital Group Long Duration Credit composite versus Bloomberg Barclays Long Credit Index three-, five-year and lifetime returns. Composite inception date is 2/1/10.

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.

Scale, experience and client-aligned.
$320.9B
in fixed income assets
under management. 1
27 years
average portfolio manager
experience. 1
1998
was when we began
managing long duration
portfolios.
1 Data as of March 31, 2018. Fixed income assets managed by Capital Fixed Income Investors.
Finding return through research.
Research is key to helping to avoid downgrades and finding excess return in LDI. And our risk-adjusted results speak for themselves. Our goal is to help clients match their liabilities, narrow funding gaps, and lower their contributions.
Constructing a well-established process.
Our investment committee seeks investment managers who have repeatable processes and can clearly demonstrate how they pursue superior results.
We draw upon a well-established portfolio construction process including:
  • Diverse ideas, high-conviction portfolio
    construction approach
  • Multidimensional approach to risk
    management
  • Bottom-up credit decision-making is
    primary source of excess return
Delivering superior results.
Our primary focus is superior investor outcomes through rigorous fundamental research.
Through rigorous fundamental research, we have helped investors pursue superior investment outcomes, including:
  • Strong long-term investment results1
  • Top-quartile information ratio2
  • Extended track record of returns

1Based on Capital Group Long Duration Credit composite versus Bloomberg Barclays Long Credit Index three-, five-year and lifetime returns. Composite inception date is 2/1/10.

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.

OUR TEAM
Capital Group’s LDI Solutions 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.
Gary Veerman
Head of LDI Solutions
17 years of industry experience
Colyar Pridgen
Senior LDI Specialist
11 years of industry experience
Greg Garrett
LDI Investment Specialist
30 years of investment experience
Chris Anast, CFA
Retirement Strategy Specialist
19 years of investment experience

Reflects current team as of March 31, 2018. Years of experience as of December 31, 2017.
Investment specialists do not have portfolio management responsibilities in the strategy.
OUR CAPABILITIES
Find the right mix for the right outcomes.
Risk Management
Dedicated specialists with experience in pension plan risk management across assets and liabilities
Custom Strategy
Assists in the development of custom strategy based on a plan's unique goals and objectives
Risk Evaluation
Glide Path construction support, hedge ratio and risk tolerance evaluation
Diagnostic Support
Total plan diagnostic support evaluating assets allocation, risk decomposition, stress testing and other key metrics
Reporting
Custom total plan reporting including funded status attribution
Thought Leadership
Thought leadership through white-papers, conference participation and custom analysis for specific plan sponsor challengers
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.
lditeam@capgroup.com | (800) 421-0870

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. 

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.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.