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Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

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The Capital Advantage — More From the Core

This white paper addresses how investors should screen for equity funds that can be more beneficial to their investment strategy t... Details

Updated: Jun 2017

The Capital Advantage - Equity-focused mutual funds with index-beating lifetime results (R-6 Share)

This chart shows how our 20 equity-focused American Funds have performed relative to their relevant ... Details

Updated: Mar 2024

The Capital Advantage - Equity-focused mutual funds with index-beating lifetime results (A Share)

This chart shows how our 20 equity-focused American Funds have performed relative to their relevant ... Details

Updated: Mar 2024

The Capital Advantage, Equity investments single sheet, “Dream Chart” (F-2 Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delive... Details

Updated: Apr 2024

The Capital Advantage, Equity investments single sheet, “Dream Chart” (R-6 Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delive... Details

Updated: Apr 2024

The Capital Advantage, Equity investments single sheet, “Dream Chart” (A Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delivered strong results against the... Details

Updated: Apr 2024

Capital Group Active-Passive Model Portfolios Commentary

The quarterly commentary letter for the Capital Group Active-Passive model portfolios details a brief market recap, model results ... Details

Updated: May 2024

Max: 50

Capital Group CEO Tim Armour On Weathering The Coronavirus

Capital Group Chairman Tim Armour responds to questions about the recent market reaction to the coronavirus and what Capital is d... Details

Updated: Apr 2020

Not available to order

Capital Group (Environmental, Social and Governance) ESG Policy Statement

Download our ESG policy statement to learn more about how we integrate material ESG risks and opportunities into our investment ap... Details

Updated: Apr 2024

Not available to order

Capital Group ESG Global Study 2021

Capital Group surveyed more than 1,000 financial professionals around the world about their thoughts on ESG investing. See the results. Details

Updated: Nov 2021

Not available to order

Capital Group ESG Global Study 2023

1,130 professional investors in 25 countries participated in our annual ESG global study and shared in-depth perspectives on ESG attitudes and adoption. See the results. Details

Updated: Oct 2023

Capital Group SMAs Capabilities Brochure — Separately Managed Account

This advisor-facing brochure provides an overview of Capital Group's separately managed account (SMA) strategies, services and cus... Details

Updated: May 2023

Max: 25

Capital Group TCFD report - Climate-related reporting

Capital Group TCFD report: Climate-related reporting Discover how we integrate climate change considerations into our investment p... Details

Updated: Jun 2024

Not available to order

Capital Group U.S. Income and Growth (USIG) SMA Brochure - Value may not mean what you think (SMA) — Capital Group U.S. Income and Growth

The Capital Group U.S. Income and Growth SMA brochure details how the SMA focuses on growing dividen... Details

Updated: Mar 2024

Max: 50

The case for redeploying cash into bonds

As the Federal reserve transitions from interest rate hikes, bond returns have been front loaded. This piece highlights the histor... Details

Updated: May 2023

Max: 50

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CG / AF folder two-pocket (all-purpose)

Folder can be used by advisors, wholesalers, retirement plan counselors (RPCs) and investment advisory relationship managers (IARMs). Details

Updated: Oct 2018

Max: 25

Charitable giving – Which organizations can receive tax-deductible contributions?

Chart to help clients understand the types of organizations that can receive charitable donations, a... Details

Updated: Jan 2022

Clean hydrogen - Opportunities beyond the hype

Clean hydrogen is expected to play a crucial role in helping heavy industry decarbonize to meet net zero targets. Our analysts exp... Details

Updated: Oct 2022

Not available to order

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Feb 2024
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