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General Sales Materials

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Updated: Mar 2022

Not available to order

Nationwide 5 Pack, Single Sheet

This is a quarterly overview of portfolios that can be constructed at Nationwide using AFIS funds. This overview shows the asset mix of each portfolio and includes an ADA text description for the charts. Details

Updated: Nov 2024

Max: 50

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Nov 2024

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Aug 2024

One fund. Many benefits. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Aug 2024

One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Aug 2024

Max: 111

Our approach to investment stewardship

An in-depth report on our investment stewardship that demonstrates our commitment to our engagement and proxy voting activities. Details

Updated: Sep 2024

Not available to order

Parametric SMA Brochure — Separately Managed Account

Separately managed accounts that combine active tax management from Parametric and active investing from Capital Group, using time... Details

Updated: Sep 2024

Max: 50

Parenthood – Starting the estate planning conversation with new parents

This advisor presentation outlines some estate plan basics that clients should consider, including key documents, roles and respon... Details

Updated: Oct 2022

Not available to order

Pathways to Growth - 2023 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand how practice management behaviors drive busin... Details

Updated: Aug 2023

Pathways to Growth - 2024 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand the individual skills that drive business gro... Details

Updated: May 2024

PC/AFMP Speaker Presentation “Grow your practice with model portfolios” 3Q-4Q21

This presentation discusses Capital Group's philosophy on portfolio construction and model portfolios, stressing our objective-bas... Details

Updated: Feb 2022

Not available to order

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

PlanPremier-Bundled Sample Proposal (PP Bundled)

This proposal book, which can be customized for prospective clients, includes important details on the service, investments, parti... Details

Updated: Aug 2024

Not available to order

PlanPremier-TPA Sample Proposal (PPTPA)

This proposal book, which can be customized for prospective clients, includes important details on the service, investments, participant education and pricing for Capital Group’s PlanPremier-TPA 401(k) retirement plan. Details

Updated: Aug 2024

Plan your journey to retirement - presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Mar 2024

Not available to order

Plan your journey to retirement - presentation (SIMPLE IRA)

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Mar 2024

Not available to order

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021 Details

Updated: Apr 2021

Not available to order

Portfolio Construction Insights_Brochure

Portfolio Construction Insights brochure on equity and fixed income, including industry research, Capital's direct analysis of adv... Details

Updated: Nov 2024

Max: 5

Portfolio Construction Insights_Takeaways

An abbreviated version of the Portfolio Construction Insights brochure on equity and fixed income, including industry research, Ca... Details

Updated: Nov 2024

Max: 50

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As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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