Important Information

THIS WEBSITE IS INTENDED FOR INSTITUTIONAL INVESTORS who are U.S. residents ONLY; not intended for access or distribution to retail investors.

 

In order to access the Capital Group U.S. Institutional website (the “Site”), please read the following information and affirm by clicking the accept button that you have read and understand the information provided.

 

You must attest that you meet the qualifications of an institutional investor as described herein and accept these Terms and Conditions in order to access the Site. Some content may require additional registration for access.

 

The Site is solely intended for U.S. residents who are institutional investors or are acting on behalf of an institutional investor who has agreed to these Terms and Conditions. Institutional investors include, but are not limited to any person acting on behalf of/any pension fund, financial intermediary, consultant, endowment and foundation, bank, savings and loan association, insurance company, investment company registered under the Investment Company Act of 1940, investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law, government entity, entity with total assets of at least $50 million, employee benefit or qualified retirement plan with at least 100 participants, defined contribution/benefit plan, and qualified client or purchaser as defined by the U.S. Securities and Exchange Commission. By agreeing to these Terms and Conditions you are affirming your understanding that the Site is not intended for retail investors, individual plan participants or others who may not possess the financial sophistication to independently understand the content nor should it be redistributed to such persons.

 

You understand that the Site does not constitute advice of any nature, including fiduciary investment advice by Capital Group or its associates.

 

The reference to “Capital Group” used herein includes The Capital Group Companies, Inc., and its affiliates.

CORE VALUES

Our core values are at the heart of what we do

Striving to improve people’s lives through successful investing

Capital Group’s core values guide our actions and behaviors. More than simply words on a poster or website, they reflect who we are and serve as our North Star, reminding us to always strive to do better.

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Rob Klausner, Chief Operating Officer, shares a story of learning about partnership.

Integrity

We are honest and always strive to do the right thing. We fulfill our responsibilities with a high degree of diligence and experience. We have a culture that prioritizes the highest legal and ethical standards.

Client focus

We are grounded in the responsibility to fulfill the needs of our clients around the world. Our investment approach focuses on their lasting success and stewardship of their financial well-being, and we continuously evolve with changing business demands.

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Rob Lovelace, Equity Portfolio Manager, discusses the "lonely idea" in investing.

Long term

We relentlessly pursue investing excellence, guided by a long-term vision. During difficult or uncertain times, we remain steadfast and respond to change with agility and rigor. This commitment extends to our embrace of growth and development as Capital Group evolves over time.​

Diverse perspectives

We seek diversity in points of view, experiences and people. Our investment approach, The Capital System™, is diverse by design, as we strive to deliver superior long-term investment results. We share our perspectives with conviction and humility and promote inclusivity to ensure everyone knows they matter and feels they belong.

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Caroline Randall, Equity Portfolio Manager, shares her experience of spending time with a newer associate.

Community

With a foundation built on care, respect and thoughtful consideration, we are invested in the success of our clients, colleagues and Capital Group. Our care extends to the communities where we live and work, building deep connections and trusted relationships as we go.

Learn more about Capital Group

Our history

Read our story

Leadership team

Meet our people
This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.

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 content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.

For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.