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CAPITAL EDGE: The latest tools and insights for your firm, delivered by your National Accounts Team.
PRACTICE MANAGEMENT
All in the family
Family governance discussions can be difficult, but utilizing an independent, trusted voice may be the answer. Share this primer, Advisor as ally: Supporting clients and their families in matters of family governance, with your advisors for conversation tools and tips.
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INVESTMENT INSIGHTS
Discovering international investment opportunities
Capital Group's portfolio manager Gerald Du Manoir and our investment specialists are hitting the road to share their global insights for your research teams with International investing: Finding growth in a slow growth world.
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PRODUCTS
What's new to know
Tax-Aware models: Launched in September 2019, our four new American Funds Tax-Aware model portfolios expand our existing suite of Tax-Aware models to six.
• The Tax-Aware models have $148M in 2019 sales and $219M in assets.
• Over 10 firm platforms have implemented the solutions with many more working to add the models in 2020.
Newly available funds: Capital Group has launched two funds – the American Funds International Vantage FundSM (AIVFX) and American Funds Global Insight FundSM (AGVGX). These represent our continued commitment to providing comprehensive investments for all investor types.
Contact your National Accounts Manager to help make these solutions work for you.
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