In today’s investment landscape, purposeful collaboration is essential. As we continue to operate in a complex operating environment with evolving client needs, collaboration drives innovation and relevance, unlocking opportunities and delivering lasting outcomes. 

Strategic partnerships grounded in shared objectives and complementary capabilities can help close access gaps, optimize portfolio design, and meet the evolving demands of global clients. 

Collaboration drives innovation and relevance, unlocking opportunities and delivering lasting outcomes.

At Capital Group, our partnerships extend to other investment managers, advisers, and clients—but the same underlying principles remain in place. 

Successful collaboration typically begins with a client-first mindset, built on joint planning, shared data, and disciplined governance. These elements foster co-designed, co-branded, and co-owned plans that span investments, practice management, education, and insights. 

One area where we have seen growing collaboration is in public-private investment (PPI) solutions. Historically, private markets have been the domain of large, specialist institutions, with limited access for smaller investors. Yet private assets now represent over US$18 trillion in assets under management and comprise 20–50 percent of institutional portfolios, according to McKinsey & Company Global Private Markets Report 2025. 

This disparity reflects a structural access gap. Thoughtful collaboration between investment managers and PPI specialists can help close this. By partnering across firms, geographies, and disciplines, investment managers can design solutions that blend public and private exposures, offering tailored liquidity and diversification. These hybrid models are innovations and reflect a mindset shift that puts investor needs at the center of design. 

Elsewhere, collaboration can also play a critical role in navigating regulatory complexity. In regions like Europe and Asia, where frameworks vary widely, partnerships with local intermediaries and cross-border teams help firms tailor products to local needs. 

At Capital Group, collaboration is embedded in our investment philosophy—the Capital System. This multi-manager approach divides portfolios into sleeves managed independently by different professionals, each contributing their highest-conviction ideas. The result is a portfolio that reflects views and long-term focus.

For investors, this structure offers several advantages:

• Deep research—Portfolio managers are empowered to act on their highest-conviction ideas, supported by rigorous analysis and peer dialogue.
• Long-term view—We invest with enduring goals—setting objectives, planning succession, and aligning compensation to long-term outcomes.
• Diverse perspectives—Portfolios are divided into independently managed sleeves, blending varied backgrounds, coverage styles, and investment behaviors. 

In a world of complexity, collaboration brings clarity. Purposeful partnerships are not born from convenience—they are built through shared vision, mutual respect, and a commitment to doing what’s right for clients. 

Ultimately, collaboration strengthens business ties. A holistic approach to partnership recognizes that clients seek relationships aligned with their values and goals. When organizations focus not only on delivering investment outcomes but also on helping clients grow their businesses, the nature of partnership deepens. It’s about providing not just the right investment solutions but also the insights, tools, and support that help clients thrive. 

As we look ahead, let’s challenge ourselves to collaborate for efficiency as well as impact. Let’s design solutions that broaden access, deepen insight, and deliver meaningful outcomes. Because in the end, collaboration defines how we lead. 

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