Liability-Driven Investing | Capital Group

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Add a Distinctive and Diversifying Manager to Your LDI Lineup

Many liability-driven investment (LDI) managers focus on top-down strategies. We’re different. Capital Group’s range of credit-driven strategies offers favorable risk-adjusted return potential ― with low historical correlations to other popular managers. Learn more about our strategies, liability analysis, glide path consultation and other LDI-related capabilities.

Call Us:

(844) 421-5966

Email Us:

lditeam@capgroup.com

EVENTS

P&I LDI Conference: December 5 and 7. See You There?

It’s the must-attend LDI event of 2017. Learn about new insights into the LDI strategy conundrum.

FIXED INCOME

Capital's All In.

A larger team. New bond investment offerings. Any way you slice it: we've taken our commitment up a notch.

READ

 

Why Capital for Long Duration?

Sources of Potential Excess Returns

FOR ILLUSTRATIVE PURPOSES ONLY

  Issuer selection        

  Sector/Industry selection        

  Duration, curve and swap management

excess-returns

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

$284.3 Billion

Fixed income assets under management1

43 Years

Investing in fixed income

1998

Year we first began managing long duration portfolios

139 fixed income professionals, based in 13 research offices worldwide

26 years average portfolio manager experience

Collaborative research leads to differentiated credit insights

Analysts manage money, helping high conviction ideas become investments

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

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.

Different Levels of Funded Status, Different Strategy Choices (for illustrative purposes only):

Strategy Overviews

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

From custom strategies to liability analysis and glide path consultation, our LDI team can address your plan’s unique needs. Learn more about our range of LDI-related capabilities.

lditeam@capgroup.com | (844) 421-5966

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1Assets under management by Capital Fixed Income Investors and number of fixed income professionals at Capital Group as of June 30, 2017; Number of research offices and investment experience as of December 31, 2016.


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.