2020 Liability-Driven Investment Survey

Vendor Details

Capital Group

Summary of Offering

Capital Group works closely with clients and their partners to determine the investment solution that aligns with plan sponsors’ unique investment objectives. Capital Group’s investment team strives to achieve 60-70% of excess returns relative to the client’s benchmark through bottom-up security selection. The belief is good bottom-up security selection provides clients with consistent risk-adjusted returns that tend to be uncorrelated to the major market factors that influence changes in plan funded status.

Client Restrictions: Minimum Asset size for CIT is $5 million

Business Summary (as of 06/30/2020)

Total LDI clients 16
Total LDI mandates 22
Total LDI assets under management ($USD) $10,520MM

Regions With Active Mandates

Continental Europe and Republic of Ireland
All other locations

Client Satisfaction

# of ratings/responses received NR

Satisfaction with Overall Offering

5 = Extremely satisfied NR
4 NR
3 NR
2 NR
1 = Unsatisfied NR

Average Satisfaction Scores by Category

Responsiveness to inquiries NR
Ability to meet risk management objectives NR
Provides new ideas and solutions NR
Is proactive and shares knowledge NR
Access to investment team NR
Timely/detailed status attribution NR
Performance report NR
NR = “Not Reported”
1 10 11 12 13 14 25