Vendor Details
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 $5 million
| Total LDI clients |
16 |
| Total LDI mandates |
22 |
| Total LDI assets under management ($USD) |
$10,520MM |
| U.S. |
|
| Canada |
|
| U.K. |
|
| Continental Europe and Republic of Ireland |
|
| Asia |
|
| Australia |
|
| All other locations |
|
| # of ratings/responses received |
NR |
| 5 = Extremely satisfied |
NR |
| 4 |
NR |
| 3 |
NR |
| 2 |
NR |
| 1 = Unsatisfied |
NR |
| 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 |
