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Portfolio > Asset Managers

Capital Group Launches 12 Active-Passive Model Portfolios

By Dinah Wisenberg Brin

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American Funds parent Capital Group has launched 12 active-passive model portfolios comprising American Funds’ actively managed mutual funds and passively managed exchange-traded funds (ETFs) from Vanguard, Schwab and BlackRock.

As the strategist, Capital Group will select the passive ETFs in each model and manage the allocations.

“As the needs of financial professionals and investors continue to evolve, so has the way we think about delivering our investment solutions to them,” said Kris Spazafumo, Capital Group’s portfolio solutions and services head. “We know that financial professionals are increasingly creating active-passive portfolios for their clients because they want both a low-cost, tax-efficient portfolio with the potential for excess returns.”

The latest series of active-passive model portfolios from Capital Group, including growth, growth and income, preservation and income, and retirement income strategies, aims to help financial professionals balance investment management demands with the need to scale their businesses and deepen client relationships, the firm said.

“These models were designed to allow financial professionals to scale their practice and free them up to spend more of their valuable time helping clients plan for their financial goals,” Spazafumo added. “Like our existing all-active models, the new active-passive portfolios will leverage Capital Group’s objective-based investment philosophy, which emphasizes a strategic approach to portfolio construction.”

Capital Group’s model portfolios business has more than tripled in assets under management since 2018 and now offers 31 model portfolios nationally. The new models — nine core and three focused on retirement income — include:

  • Capital Group Active-Passive Global Growth Model
  • Capital Group Active-Passive Growth Model
  • Capital Group Active-Passive Moderate Growth Model
  • Capital Group Active-Passive Growth and Income Model
  • Capital Group Active-Passive Moderate Growth and Income Model
  • Capital Group Active-Passive Conservative Growth and Income Model
  • Capital Group Active-Passive Conservative Income and Growth Model
  • Capital Group Active-Passive Conservative Income Model
  • Capital Group Active-Passive Preservation Model
  • Capital Group Active-Passive Retirement Income Model – Enhanced
  • Capital Group Active-Passive Retirement Income Model – Moderate
  • Capital Group Active-Passive Retirement Income Model – Conservative

(Image: Shutterstock)

Dinah Wisenberg Brin

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