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This isn't a cookie-cutter report
This is the start of a collaboration to help you create portfolios that reflect your clients' unique needs.
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Our portfolio analyses examine diversification opportunities, objective risks, manager evaluations and stress testing, all from a team of dedicated consultants with PhDs and/or CFA charters supported by Capital Group's decades of experience in multi-asset fund and portfolio management.
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This service is for registered financial professionals only.
“Because of the openness to use other funds outside of American Funds, it gave your process more credibility. When we got around to areas where American Funds were suggested — I took that much more seriously.”
— Financial advisor, national firm
Detailed portfolio analyses
Receive customized suggestions for how your existing or prospective portfolios can help achieve client goals.
Analytic insights include:
Objective-based risk review
An expanded view of potential risks that may affect client outcomes
Quantitative manager evaluation
Analysis of the investment process and stewardship of your portfolio’s underlying holdings grounded in rigorous research
Stress test
How your portfolio would have performed in various hypothetical market conditions
Diversification benefits
The impact of asset mix and investment selection on your portfolio
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 information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
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