In the world of finance, Capital Group shines as a beacon of trust and skill. It’s one of the oldest and biggest investment firms1 globally. For nearly a century, it has led in investment innovation. But what makes it stand out, and how does it stay a top choice for investors around the globe? Learn the secrets of Capital Group’s lasting success and why it’s a key player in investment management.
Key Takeaways
- Capital Group is a leading American investment management firm with a rich history since 1931.
- The company oversees more than $2.2 trillion in assets1 and has over 7,500 staff globally1.
- Capital Group is famous for its active management and thorough research. It offers a wide range of mutual funds and investment strategies.
- The firm’s investment approach, called the “Capital System,” focuses on teamwork and long-term, steady investing.
- Capital Group has offices in North America, Europe, Asia, and Australia. It serves both institutional and retail clients worldwide.
Emergence of Capital Group
Capital Group was founded in 1931 by Jonathan Bell Lovelace1. Lovelace worked at E.E. MacCrone before starting his own firm. He wanted to create an open-end mutual fund1.
Pioneering Roots in Investment Management
In 1933, Lovelace’s firm took over The Investment Company of America, which he started in 19271. Over the next 20 years, mutual funds became more popular. Capital’s funds grew too1.
Jonathan Bell Lovelace’s Vision
Lovelace was dedicated to investment management and had a clear vision for the industry1. Capital Group focused on active management and thorough research from the start1.
Capital Group’s early work and Lovelace’s vision made it a top asset manager worldwide1. It has a history of over 90 years1.
“Jonathan Bell Lovelace’s vision and commitment to active portfolio management laid the groundwork for Capital Group’s enduring success in the investment management industry.”
Today, Capital Group keeps growing thanks to Lovelace’s legacy. It offers many investment strategies and solutions for its clients12.
Capital Group’s Investment Philosophy
Capital Group’s investment strategy is built around the “Capital System.” Jon Lovelace Jr. introduced it in 19583. This system splits a portfolio among several managers, each handling a part with full control. This way, managers can exchange ideas and prevent any single manager from dominating the fund’s outcome3.
The Capital System: Collaborative Portfolio Management
The Capital System stands out in Capital Group’s investment approach3. By the mid-1960s, Capital started letting research analysts manage parts of the portfolio too3. This mix of perspectives aims for long-term success, not just quick wins.
Capital Group rewards its investment pros based on their long-term results3. They check how well their funds, the American Funds, do over 10 and 20 years against others3.
“The Capital System’s collaborative approach allows our investment professionals to share ideas and insights, while avoiding the concentration of decision-making in the hands of a single manager.”
Before investing, check the fund’s goals, risks, and costs in the prospectuses3. As of July 1, 2024, American Funds Distributors, Inc. changed its name to Capital Client Group, Inc34.
Global Footprint and Diverse Offerings
Capital Group is a top investment management firm with a strong global presence. It has offices in the Americas, Asia, Australia, and Europe5. This global reach lets the company use local knowledge to help a wide range of clients. These clients include big investors, wealthy individuals, and everyday investors in many markets worldwide.
Worldwide Presence and Localized Expertise
Capital Group has grown its global reach over time. It opened a research office in Geneva in 1962 and then set up offices in Frankfurt, Madrid, Milan, Zurich, and other major financial centers6. This network helps the firm understand local markets and what clients need. It makes sure its investment products and services fit each region’s unique needs.
Capital Group is dedicated to diversity, equity, and inclusion in the workplace5. In 2022, it held its fifth Annual Roundtable on Diversity, Equity, and Inclusion. Over 130 people from 50 top financial firms in North America and Europe joined5. The company also gave $6.2 million to racial equity and social justice causes by December 31, 2022. It gave grants to over 800 nonprofits working on these issues5.
The company values diverse viewpoints and has engaged over 70% of its global staff in community groups5. These groups represent different identities and interests. While making progress on its 2025 DE&I goals, Capital Group knows there’s more work to do. It aims to improve the number of underrepresented minorities and women in leadership5.
Capital Group’s global reach and local knowledge make it a reliable partner for investors worldwide6. It offers a wide variety of investment products and services designed to meet clients’ changing needs6. As it grows and deepens its commitment to diversity and inclusion, Capital Group is set to provide top investment results for its clients now and in the future567.
capital group: A Storied Legacy
Capital Group is one of the oldest and most respected investment firms in the world. It has been around for nearly a century8. Since 1931, it has gone through many market cycles and economic changes. It focuses on active management and thorough research9.
Even when others struggled during the late 1990s tech bubble, Capital Group stayed strong. Its long-term strategy helped it avoid some big mistakes. This made it known for being stable and excellent in investments9.
Capital Group is all about giving its clients consistent, long-term investment results8. By June 2017, it managed over $1.7 trillion in assets across four divisions8. This shows how well it can handle different market conditions and offer top-notch investment services.
The company’s long history and good name come from its strong performance10. In Q3 2023, 8 American Funds were named “Terrific” by Morningstar. Another 13 were on the “Fantastic 43” list10. This proves Capital Group’s skill in active management and delivering great investment results.
Capital Group is also known for its early use of ethical wills, or legacy letters9. These documents let people share their values and reasons for their financial choices9. Now, with digital tools like videos and slides, clients can easily share their stories with family9.
As Capital Group faces new challenges in investing, its long history and good name will keep supporting its clients8. Its focus on active management, deep research, and long-term investing has helped it stay strong through tough times. It’s a leading name in investment management8.
| Metric | Value |
|---|---|
| Capital Group’s AUM | $1.7 trillion8 |
| American Funds in Morningstar’s “28 Terrific” List | 810 |
| American Funds in Morningstar’s “Fantastic 43” List | 1310 |
“Ethical wills, when shared with loved ones during an individual’s lifetime, have been observed to strengthen family dynamics by facilitating conversations on sensitive topics, revealing hidden aspects of one’s life, and creating deeper connections among family members.”9
Investment Strategies and Fund Lineup
Capital Group is a top investment firm known for its active management strategies. By December 31, 2023, it managed over 40 mutual funds under the American Funds brand, with about $1.9 trillion in assets11. The company focuses on thorough research. Managers and analysts do deep research, even visiting facilities, to find top investment ideas. This approach is key to their success.
Active Management and Rigorous Research
Capital Group offers a wide range of investment strategies for different investor needs and risk levels. Its funds cover US equities, Asian opportunities, and more11. Investors can choose from various regions like Asia, Europe, and the US11. Some funds focus on growth and new companies to catch market trends11.
The Capital Group Portfolio Solutions Committee (PSC) plays a big role in the firm’s success. It has seven portfolio managers with an average of 31 years of experience12. This team does deep research to find the best investment opportunities, helping Capital Group’s funds perform well over time.
Many of Capital Group’s funds made Morningstar’s “The Thrilling 30” list in September 202312. A survey in the second quarter of 2023 showed that financial advisors trust Capital Group’s investment skills12.
Capital Group has funds for income, growth, or managing risk11. Its focus on active management and thorough research has led to strong long-term results. This makes it a top investment firm111213.
Corporate Ownership and Governance
Capital Group is a top investment firm owned by its partners. About 450 partners own the company as of 201914. This setup means the leaders and employees work for the long-term success of the company and its clients14.
The company’s way of making decisions keeps the focus on the firm’s goals. It avoids the short-term pressures that can affect publicly traded companies14. This approach is key to Capital Group’s promise to its clients and its own long-term success.
At the heart of Capital Group is its capital group ownership structure and corporate governance. These are part of its partnership model. This model links the interests of the partners with those of the clients. It creates a culture of responsibility, care, and thinking ahead.
“Our partnership model is a key part of our identity and how we operate. It ensures that our interests are aligned with those of our clients, and that we can make decisions based on what’s best for the long term.”
Being a private, partner-owned firm lets Capital Group focus on its clients and aim for investment excellence. It avoids the pressure of public shareholders14. This focus on clients and long-term thinking has helped the firm succeed for nearly 90 years.
| Key Facts | Details |
|---|---|
| Ownership Structure | Privately owned, with shares held by approximately 450 partners |
| Governance Model | Decentralized decision-making, with oversight maintained within the firm |
| Investment Approach | Long-term, stewardship-oriented, aligned with client interests |
Capital Group’s capital group ownership structure and corporate governance are key to its investment philosophy and focus on clients. This setup motivates the leadership and employees to work for the long-term success of the company and its clients14.
Expansion into New Markets
Capital Group has grown over the years by entering new markets and offering more services. In the 1950s, they started investing internationally with the International Resources Fund15. They then opened their first office in Geneva in 1962 to gain local knowledge and help global clients better15.
Adapting to Evolving Financial Landscapes
Recently, Capital Group has reached further, opening offices in Asia and Australia15. They also launched ETFs in 2022 to meet the need for passive investments15. These moves have helped Capital Group stay ahead as a top investment manager for a wide range of clients worldwide.
According to a report by Growth Lending, over 50 companies have grown with expansion capital16. Companies like Walker Precision Engineering and Planixs have used this funding to grow16. Others, like ROI and Kagool, have expanded into new markets with it16.
Capital Group keeps changing its strategies to meet client needs as the investment world changes17. Their global reach, varied products, and teamwork in managing portfolios help them stay ahead17.
“Over the past decade, the U.S. stock market has compounded at more than 16% a year, with corporate earnings growing at over 7% annually. In contrast, European and emerging markets have seen slower growth, and China has experienced steep valuation declines due to government interventions. These trends highlight the importance of adaptability and a global perspective in investment management.”
Capital Group’s Fixed Income Division
Capital Group is known for its equity investments, but it also has a strong fixed income division. This team is called Capital Fixed Income Investors. They focus on fixed income research and management across the company181920.
The team at Capital Group uses a research-based approach, similar to their equity teams. They work together to find and manage fixed income investments. These investments match the company’s investment goals and beliefs19.
As of [date], Capital Fixed Income Investors managed USD [statistical data missing] in assets18. They offer various fixed income strategies. These include core fixed income, high-quality credit, emerging markets, and more. They meet the different needs of their clients19.
The Morningstar Core Bond Index usually stays between 75% and 125% of the three-year average of its duration. Intermediate core bond funds keep less than 5% in below-investment-grade bonds18. Intermediate-term core-plus bond portfolios can invest in corporate high yield, bank loans, and emerging-markets debt18.
The U.S. Department of Labor tracks the Consumer Price Index (CPI), a key inflation measure18. The S&P 500 Index tracks about 500 common stocks and is a key U.S. equity market benchmark18. Capital Group’s fixed income strategies aim to offer steady income streams in changing markets19.
The Fixed Income Division’s Class R-6 shares started on 5/1/2009, giving investors more options18. Capital Client Group, Inc., formerly known as American Funds Distributors, Inc., handles the distribution of Capital Group’s products18.
“At Capital Group, our fixed income team conducts rigorous analysis across various sectors to identify attractive investment opportunities that align with our clients’ objectives.”
Key Leadership and Management Team
Capital Group’s leadership team is made up of seasoned investment pros with lots of experience21. They’ve been focused on giving top results for long-term investors since 193121.
Tim Armour became CEO in 2015 and retired in 2023 after 40 years2122. Now, Mike Gitlin leads as President and CEO, with Martin Romo as Chairman and Jody Jonsson as Vice Chair2122.
Experienced portfolio managers run the investment decisions at Capital Group21. Research analysts also play a big part, adding their best ideas to the portfolios.
Mike Gitlin made Capital Group a top fixed income manager, with $450 billion in assets23. He also oversees global trading and has 29 years in the industry23.
Robert W. Lovelace has 37 years with Capital Group and leads New Perspective Fund23. Martin Romo manages portfolios and has 31 years of experience23.
Jody Jonsson is President of CRMC and leads the CRMC Executive Committee2122.
Capital Group manages about US$2.3 trillion in assets as of March 31, 20232122. They’ve grown in Europe, Asia, and Canada, doubled their fixed income, and launched ETFs in 2022 that quickly reached $6.5 billion in assets23.
| Name | Position | Experience |
|---|---|---|
| Mike Gitlin | President and CEO | 29 years in the investment industry, helping grow Capital’s business globally |
| Martin Romo | Chairman and Chief Investment Officer | 31 years of investment experience at Capital Group |
| Jody Jonsson | Vice Chair of Capital Group | President of Capital Research Management Company (CRMC) and Chair of the CRMC Executive Committee |
| Robert W. Lovelace | Co-president and Lead Principal Investment Officer for New Perspective Fund | 37 years of investment experience at Capital Group |
“The Capital System™, Capital’s investment process, operates at the highest level seeking to deliver superior long-term investment results for clients.”
Since 1931, Capital Group has focused on giving top results for long-term investors22. They’re one of the biggest active investment managers, aiming to deliver great results for long-term investors22.
Institutional and Retail Client Base
Capital Group is a top investment firm that works with both big and small investors24. Big investors like pension funds and insurance companies make up about 80% of the trading on the New York Stock Exchange24. They use Capital Group’s services to plan for the future24.
On the other side, Capital Group also helps individual investors24. These people invest for things like retirement or saving for school24. They might work with financial advisors or use online services to pick from Capital Group’s funds24. Even though they might pay more in fees, they get top-notch research and advice to help them make choices24.
Catering to Diverse Investment Needs
Capital Group offers a variety of investment options for different types of investors25. By the end of 2021, it managed $2.7 trillion in assets, showing it can handle both big and small investors well25. This mix of clients helps Capital Group stay strong and flexible in changing markets24.
Big investors can get better deals on fees and access more investment options24. But, retail investors might let emotions guide their choices, which can be a risk24. Still, Capital Group’s strategies and research can help them make better decisions24.
Capital Group works with both big and small investors, making it a reliable name in investment management242526.
Sustainable Investing and ESG Integration
Capital Group makes sustainable investing and ESG a key part of its approach27. They use data from MSCI and ISS to check ESG factors in investments27. They also have a special ESG score for countries, looking at climate, human development, and governance27.
Capital Group believes in picking companies with strong ESG practices for better long-term returns27. They use Ethos, a tool to spot ESG risks and make smart investment choices27. If needed, they might sell investments that don’t fit their ESG goals27.
Capital Group’s teams work together to ensure a unified approach to sustainable investing27. This teamwork helps them find companies leading in sustainability and creating value for investors27.
“Sustainable investing and ESG integration are not just buzzwords at Capital Group – they are fundamental components of our investment philosophy and our commitment to responsible stewardship of our clients’ assets.”
Capital Group is a leader in sustainable investing, offering innovative strategies for its clients28.
| Key Sustainable Investing Statistics | Value |
|---|---|
| Percentage of global investors who have integrated ESG into their investment approach | 90%28 |
| Percentage of air conditioning units sold by a certain company that consume 30% less electricity or have at least 66% less global warming potential | 99%28 |
| Percentage of female representation on the board of directors of a European medical device company | 30%28 |
Capital Group leads in sustainable investing and ESG, offering solutions that help investors financially and socially27. With strong research, global knowledge, and teamwork, they’re ready to guide investors in responsible investing27.
Awards and Industry Recognition
Capital Group has earned many awards for its focus on active management and research-driven investing29. The company’s mutual funds and strategies have been praised for their strong long-term performance. Capital Group is seen as a leading asset management firm by respected publications and organizations29.
Capital Group’s investment skills have been widely recognized. It has received top industry awards, like the Morningstar Awards for Investing Excellence, being named the Best Asset Manager in Hong Kong29. The firm also won the LSEG Lipper Fund Awards for its Emerging Markets Global Local Currency Fund, the best in its category in Hong Kong29.
Capital Group’s fixed income strategies have also been praised for their outstanding performance. The Global Corporate Bond Fund won the Best New Fund: Bond award from the Asian Private Banker Asset Management Awards for Excellence29. The Emerging Markets Local Currency Debt strategy was named the Best Global Emerging Markets Debt (3 years) by the Asian Asset Management Best of the Best Performance Awards29.
Capital Group has also been recognized for its commitment to diversity, equity, and inclusion. It received the Bloomberg Gender-Equality Index 2023 award and the AnitaB.org Top Companies Leader for Women in Technology recognition30. Capital One was named among the “Best-of-the-Best” Corporations for Inclusion by the NGLCC and Partners30.
These awards and recognitions show Capital Group’s dedication to delivering top investment management services and creating a diverse and inclusive work environment2930.
| Award | Year | Category | Region |
|---|---|---|---|
| Morningstar Awards for Investing Excellence | 2024 | Best Asset Manager | Hong Kong |
| LSEG Lipper Fund Awards | 2024 | Best Emerging Markets Global Local Currency Fund (5 & 10 Years) | Hong Kong |
| The Edge Singapore Best Fund Awards | 2024 | Best Broad Category for Fixed Income | Singapore |
| Asian Asset Management Best of the Best Performance Awards | 2024 | Best Global Equity (10 & 28 years), Best Global Emerging Markets Debt (3 years) | Regional |
| Asian Private Banker Asset Management Awards for Excellence | 2024 | Best New Fund: Bond | Regional |
| Lipper Fund Awards from Refinitiv | 2023 | Best Fund over 5 and 10 Years: Bond Emerging Markets Global LC | Hong Kong, Singapore |
| Morningstar Awards for Investing Excellence | 2023 | Best Asset Manager | Hong Kong, Singapore |
| Fund Selector Asia Awards | 2023 | Multi-Asset House of the Year | Singapore |
| Asia Asset Management Best of the Best Performance Awards | 2023 | Best Global Equity (10 & 20 years) | Regional |
| Lipper Fund Awards from Refinitiv | 2022 | Best Fund over 3, 5 and 10 Years: Bond Emerging Markets Global LC | Hong Kong, Singapore, Taiwan |
| Morningstar Awards for Investing Excellence | 2022 | Best Asset Manager, Best Global Equity Fund | Hong Kong, Singapore |
| Asia Asset Management Best of the Best Performance Awards | 2022 | Most Resilient Fund | Regional |
| Fund Selector Asia Awards | 2022 | Fixed Income House of the Year, Gold Fund Award (Global Bond), Platinum Fund Award (Global Emerging Market Equity) | Hong Kong |
| Lipper Fund Awards from Refinitiv | 2021 | Several winning categories | Hong Kong, Singapore, Taiwan |
| Asia Asset Management Best of the Best Performance Awards | 2021 | Several winning categories | Regional |
| Asian Private Banker Asset Management Awards for Excellence | 2021 | Best Fund Provider: Global Equity, Best Fund Provider: Global Bond | Regional |
| Morningstar Best Fixed income Fund House | 2021 | Recognition for fixed income fund performance | Singapore, Hong Kong |
| Fund Selector Asia Awards | 2020 | Gold Fund Award (Global Bond) | Hong Kong |
| Lipper Fund Awards from Refinitiv | 2020 | Several winning categories | Hong Kong, Singapore, Taiwan |
| Morningstar Best Fixed income Fund House | 2020 | Recognition for fixed income fund performance | Singapore, Hong Kong |
Capital Group’s commitment to excellence goes beyond its investment performance. It has been recognized for its outstanding corporate culture and diversity initiatives30. The company has received many accolades, including the Bloomberg Gender-Equality Index 2023, the AnitaB.org Top Companies Leader for Women in Technology, and the “Best-of-the-Best” Corporations for Inclusion award from the NGLCC and Partners30.
These awards and recognitions highlight Capital Group’s dedication to delivering top investment management services and creating a diverse and inclusive work environment2930.
“Capital Group’s commitment to excellence and innovation has been consistently recognized by the industry, further strengthening our position as a trusted investment partner for clients worldwide.”
Conclusion
Capital Group is a top global31 investment firm known for its long history and focus on teamwork and research. It offers a wide range of products and services. This approach has helped it succeed in different market cycles and economic conditions, winning trust from investors around the world31.
The company keeps growing and changing with the financial world. It aims to provide top investment results over the long term. Capital Group uses its global reach and local knowledge to spot new chances and serve its32 varied clients.
Capital Group is known for its success and its focus on sustainable investing and ESG. It’s set to stay a top investment firm that cares about its clients, innovation, and responsible investing33. As the investment world changes, Capital Group’s focus on its clients and long-term value will keep it successful and influential in finance.
FAQ
What is Capital Group?
Capital Group is a top financial services company in the U.S. It’s one of the oldest and biggest investment managers globally. As of December 31, 2023, it manages over .6 trillion in assets.
When was Capital Group founded?
It was founded in 1931 in Los Angeles, California by Jonathan Bell Lovelace.
What is the Capital System?
The Capital System is a special way to manage money introduced by Jon Lovelace Jr. in 1958. It splits a portfolio among several managers. Each has full control over their part, sharing ideas and avoiding the focus on one person.
How is Capital Group’s global footprint?
Capital Group is worldwide, with offices in the Americas, Asia, Australia, and Europe. This lets it use local knowledge and serve clients globally.
What is Capital Group’s investment approach?
Capital Group focuses on deep research. Managers and analysts work hard to find top investment ideas. This careful research is key to the firm’s success over time.
How is Capital Group structured?
It’s privately owned, with about 450 partners holding shares as of 2019. This setup means the firm’s leaders and employees work for the long term, just like its clients.
What types of investment products and services does Capital Group offer?
Capital Group has a wide range of products, like over 40 mutual funds through American Funds Distributors. It also offers separately managed accounts, private equity, and services for wealthy investors and big clients worldwide.
Does Capital Group have a dedicated fixed income division?
Yes, it has a special fixed income division called Capital Fixed Income Investors. They focus on managing and researching fixed income investments across the company.
How does Capital Group integrate sustainability and ESG factors into its investment process?
Capital Group uses special resources and knowledge to look at ESG factors in potential investments. They aim to pick companies that show strong ESG practices and fit the firm’s investment beliefs.
Has Capital Group received any awards or industry recognition?
Yes, Capital Group’s funds and strategies have been praised for their strong long-term results. The company is recognized by top publications and groups as a leading investment manager.
Source Links
- Capital Group Companies – https://en.wikipedia.org/wiki/Capital_Group_Companies
- Newsroom – https://www.capitalgroup.com/about-us/news-room.html
- Long-term approach to investing – https://www.capitalgroup.com/institutional/about-us/our-beliefs/long-term-view.html
- Distinctive Investing Approach – https://www.capitalgroup.com/institutional/about-us/our-beliefs/distinctive-investing-approach.html
- Powered by diversity. Fueled by inclusion. – https://www.capitalgroup.com/advisor/about-us/diversity-equity-inclusion.html
- Capital Group celebrates 50 years of fixed income investing – https://www.capitalgroup.com/advisor/ca/en/news/50-years-fixed-income-investing.html
- The state of diversity in global private markets: 2023 – https://www.mckinsey.com/industries/private-capital/our-insights/the-state-of-diversity-in-global-private-markets-2023
- Capital Group, Part II: Knowing Its Limits – https://www.morningstar.com/funds/capital-group-part-ii-knowing-its-limits
- Capturing your legacy to share with future generations – https://www.capitalgroup.com/pcs/insights/articles/ethical-wills.html
- Wealth Management – https://www.capitalgroup.com/ria/insights/categories/wealth-management.html
- Strategies – https://www.capitalgroup.com/institutions/gb/en/investments/strategies.html
- Model Portfolios – https://www.capitalgroup.com/advisor/investments/modelportfolios.html
- Meet the new ETFs – https://www.capitalgroup.com/advisor/investments/exchange-traded-funds/resources/meet-the-new-ETFs.html
- Environmental, Social and Governance (ESG) – https://www.capitalgroup.com/individual/ca/en/investments/esg.html
- What is expansion capital and when might I need it? – BGF – https://www.bgf.co.uk/insights/expansion-capital/
- How To Expand Into New Markets | Growth Lending – https://growthlending.com/knowledge-bank/expanding-into-new-markets
- Rob Lovelace on the year ahead – https://www.capitalgroup.com/institutions/au/en/insights/articles/rob-lovelace-year-ahead-2022.html
- Fixed Income Funds – https://www.capitalgroup.com/advisor/retirement-plans/investments/fixed-income.html
- Fixed Income at Capital Group – https://www.capitalgroup.com/individual-investors/hk/en/investments/capabilities/fiatcg.html
- Fixed Income – https://www.capitalgroup.com/advisor/ca/en/insights/categories/fixed-income.html
- Capital Group Finalizes Transition of Long-Planned Leadership Roles – https://www.capitalgroup.com/advisor/ca/en/news/capital-group-leadership-transition.html
- Capital Group Finalizes Transition of Long-Planned Leadership Roles – https://www.capitalgroup.com/about-us/news-room/capital-group-finalize-transition-of-long-planned-leadership-roles.html
- Capital Group announces start of long-planned leadership transition – https://www.capitalgroup.com/about-us/news-room/CG-announces-long-planned-leadership-transition.html
- Institutional Investors vs. Retail Investors: What’s the Difference? – https://www.investopedia.com/ask/answers/06/institutionalinvestor.asp
- Study finds two-thirds of investors prefer active funds to integrate ESG – https://www.capitalgroup.com/about-us/news-room/esg-global-study-2022.html
- What’s the Difference Between Retail and Institutional Investors? – https://www.yieldstreet.com/resources/article/retail-vs-institutional-investors/
- Our approach to ESG integration – https://www.capitalgroup.com/institutional/investments/esg/our-approach-esg-integration.html
- Helping complete the research ‘puzzle’ with ESG integration – https://www.capitalgroup.com/institutional/investments/esg/perspectives/helping-complete-the-research-puzzle-with-ESG-integration.html
- Awards and Recognition – https://www.capitalgroup.com/individual-investors/hk/en/about/awards.html
- Awards and Recognition | Capital One – https://www.capitalone.com/about/corporate-information/awards-and-recognition/
- What is Capital? | Structure, Types, Formula, Example, Conclusion – https://www.carboncollective.co/sustainable-investing/capital
- Conclusion has acquired a majority stake in Score Consulting – The CFI Group – https://www.thecfigroup.com/transactions/conclusion-has-acquired-a-majority-stake-in-score-consulting/
- Conclusion announces sale of Conclusion Learning Centers to Archipel Academy – The CFI Group – https://www.thecfigroup.com/transactions/conclusion-announces-sale-of-conclusion-learning-centers-to-archipel-academy/