Capital Group is a global private equity firm that has developed services for individuals, financial intermediaries, and institutions.It aids long-term investors with creating diverse portfolios through the use of analysts. It has made 36 investments, the most recent being GitLab for an investment of $268 million. Many of its investments are in late stage funds, such as Series D and Series E.. As of 2019, the company manages over $1 trillion in assets.
Clients of Capital Group can choose to invest based on product or objective. Products in which clients can invest include mutual funds, the portfolio series, and the retirement series, where they can choose from plans such as a 401(k) or 403(b). The company also offers options for those wanting to save for their children's future education.
Capital Group also offers both present and historical data insights regarding mutual funds. Clients who choose to create portfolios with the company can access information regarding it via their online account. Portfolios are supervised by several managers in order for the portfolio to be varied. Those managers often go on-site to companies in which they intend to put into Capital Group's clients' portfolios. Places they visit include factories, warehouses, and laboratories.
Jonathan Bell Lovelace
Capital Group, bastion of active management, rebounds to $1.9 trillion
May 14, 2019
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