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

  • Capital Group is a privately held global investment manager founded in 1931
  • Our scale and private ownership enable significant analytic and investment resources and thought leadership for fixed income and LDI — a direct benefit for LDI clients
Chart displays the breakdown of Capital Group's $2.7 trillion of assets under management by asset class. The total includes $2.2 trillion of equity investments and $514.9 billion of fixed income investments. In addition, the chart indicates that $509.5 billion of assets reside in multi-asset vehicles, which include portions of the equity and fixed income totals.

Source: Capital Group. Fixed income assets managed by Capital Fixed Income Investors. All valuesin USD. Preliminary data as of June 30, 2024. Totals may not reconcile due to rounding.

  • Our in-depth credit research aims to assess the value of debt securities, avoid rating downgrades and find excess return
  • Our U.S. investment-grade corporate team collaborates with Capital Group’s equity and high-yield credit analysts for a 360° view
Chart illustrates the collaboration among Capital Group analysts and traders. It indicates that 14 investment-grade credit analysts collaborate with their 10 high-yield credit analyst peers, leverage the research of 167 equity analysts and consult with four investment-grade corporate bond traders for market intelligence.

Source: Capital Group. Data as of June 30, 2024.

  • Our LDI team’s portfolio managers draw on diverse views from across the firm
  • Portfolio managers’ partnership with our dedicated trading desk enhances portfolio implementation and trade execution
  • Multidimensional risk management helps portfolio managers appropriately reflect their highest convictions in portfolios
  • Focused on generating returns through a diversified and differentiated set of securities
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 LDI Solutions

Colyar Pridgen
Lead Pension Solutions Strategist

Greg Garrett
LDI Investment Director

Irene Chen
LDI Solutions Analyst

Reflects current team as of December 2023. 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

Next steps in pension risk management

Accounting analyst Dane Mott discusses strategies for plan sponsors

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.
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.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
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.