Investing Strategy
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.
Add our team to yours
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.
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
“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
Portfolio construction tools & resources
Investment Results Analyzer
Use this comparison tool to analyze your fund’s results, see how it fared during market corrections and evaluate its peer rankings.
Portfolio Consulting & Analytics
Request a consultation with Capital Group’s experienced portfolio construction team.
Portfolio Analyzer®
Import, analyze and rebalance your clients’ American Funds® accounts.
Hypotheticals
Run scenarios based on historical data to help address client concerns.
Portfolio construction insights
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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.
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.
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.
American Funds Distributors, 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.