From liability analysis, to designing a de-risking glide path and using active management to seek added value — Capital Group can help.
Capital Group is an experienced LDI manager, with a track record in managing long-duration strategies of more than 15 years.
Our dedicated LDI portfolio management team is supported by a group of investment analysts, and all the analytics and risk management resources that you would expect from an organization with more than $200 billion of fixed-income assets under management.*
The Investment Process
By moving ahead with an LDI strategy, plan sponsors may avoid possible future market conditions in which implementation becomes notably more challenging.
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 funds’ characteristics statement, which can be obtained from a financial professional 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.