The Capital Group Portfolio Consulting and Analytics Team has offered a wide range of tailored analyses and reports to help advisors’ clients reach their goals. Add our team to yours.
Investments that seek to provide superior long-term results, combined with an objective-based approach, can be the foundation of your clients' portfolios. Here's how we can help.
Individual mutual funds aligned to real-life client needs
Exchange-traded funds for the core of client portfolios
Separately managed accounts for customizable solutions
Model portfolios built with client goals in mind
Considering a shift from growth to value? Read our latest portfolio construction insights on why it may be time to rethink the growth-versus-value framework.
Read our latest portfolio construction insights on trends in the average professionally managed portfolio and navigating market rotations.
Many professionally managed portfolios have limited exposure to dividend payers. Reconsider your income allocations.