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LIABILITY-DRIVEN INVESTING

Strategic solutions for pension risk management

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LIABILITY-DRIVEN INVESTING

Capital Group’s LDI Solutions Team provides strategic solutions to unique pension challenges to help limit downside risk. 

At a glance: LDI at Capital Group

OUR TEAM

Capital Group’s LDI Solutions Team

  • Serves as the bridge between our investment team’s security-level implementation and our clients’ broader strategic oversight of their plans and investments
  • Analyzes liabilities and assets holistically, yet thoroughly, to uncover opportunities for hedging solutions to contribute more effectively to positive plan outcomes
  • Customizes LDI solutions in strategic collaboration with our clients across a range of benchmarks, guidelines, vehicles and other sponsor-specific preferences

Gary Veerman
Head of Institutional Solutions

Colyar Pridgen
Lead Pension Solutions Strategist

Greg Garrett
LDI Investment Director

Irene Chen
LDI Solutions Analyst

Reflects current team as of December 2024. Investment directors do not have portfolio management responsibilities in the strategy.

Our latest LDI Insights

Quarterly results

FIXED INCOME

Quarterly review of our long duration credit strategy and results

Download full report

Our latest videos

Mapping the LDI opportunity set

See the U.S. long bond market’s components and credit quality come to life

Connect with our LDI team.

Our dedicated LDI Solutions Team has experience in pension plan risk management across assets and liabilities and can help address your plan’s unique needs. 

LDIteam@capgroup.com

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, which can be obtained from a financial professional and should be read carefully before investing.
Capital Group manages 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.
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.