Description
Capital Group is one of the world's largest investment management organizations with assets of around 1.4 trillion USD under management. It comprises a group of investment management companies, including Capital Research and Management, American Funds, Capital Bank and Trust, Capital Guardian, and Capital International. The firm was founded in 1931 by Jonathan Bell Lovelace.
CGC background
Capital
International
Financial
Services (CIFS)
The Capital
Group
Companies,
Inc. (CGC)
Capital
International
Funds Group
(CIFG)
Capital
Research and
Management
Company
(CRMC)
CIAM (Canada)
(CIAM-C)
Capital Guardian
Trust - Nevada
(CGTN)
Capital
Research
Company
(CRC)
Capital Strategy
Research, Inc.
(CSR)
American Funds
Service
Company (AFS)
American Funds
Distributors, Inc.
(AFD)
Capital Bank
and Trust
Company
(CB&T)
Capital Group
Research, Inc.
(CGRI)
Capital
Management
Services, Inc.
(CMS)
Holding companies
Investment management
Research
Service and support
Capital Group
International,
Inc. (CGII)
Capital Guardian
TrustCompany
(CGTC)
Capital
International,
Inc. (CII)
Capital
International
Research, Inc.
(CIRI)
Capital
International
K.K. (CIKK)
Capital
International
Limited (CIL)
Capital
International Sàrl
(CISA)
Capital Guardian
(Canada), Inc.
(CGCI)
Capital Group
Corporate
International
(CGC Intl)
Capital Investment
Research Services
Private Limited
(CIRS)
Te Capital Group Companies
Ultimate parent company
Summary of Functions of The Capital Group Companies
U.S. Mutual Funds:
Capital Research and Management Company (CRMC)
Provides investment and business management for the American Funds group of mutual funds.
American Funds Distributors, Inc. (AFD)
Serves as principal underwriter for most of the mutual funds managed by CRMC.
American Funds Service Company (AFS)
Provides shareholder services as transfer agent, dividend disbursing agent and directed trustee/redemption agent for the
mutual funds managed by CRMC.
Capital Research Company (CRC)
Serves the investment research needs of CRMC.
Capital Bank and Trust Company (CB&T)
Provides custodial and record keeping services to various retirement accounts.
Global Institutional Clients, Non-U.S. Mutual Funds and Private Client Services:
Capital Group International, Inc. (CGII)
Serves as the holding company for the global institutional investment companies.
Capital Guardian Trust Company (CGTC)
Based in Los Angeles, serves as investment adviser primarily to large U.S. institutional and high net worth individual and
trust accounts.
Capital International, Inc. (CII)
Based in Los Angeles, serves as the primary emerging markets investment adviser to institutional clients, as well as the
primary investment adviser to institutional clients in Asia.
Capital International KK (CIKK)
Based in Tokyo, serves as investment adviser to institutional and large private accounts.
Global Institutional Clients, Non-U.S. Mutual Funds and Private Client Services Continued:
Capital International Limited (CIL)
Based in London, serves as investment adviser to institutional and large private accounts.
Capital International Sàrl (CISA)
Based in Geneva, serves as investment adviser to institutional and large private accounts.
Capital Guardian (Canada), Inc. (CGCl)
Provides marketing research and support services for CGTC clients in Canada.
Capital International Research, Inc. (CIRI)
Responsible for the investment research for CGTC, CII, CIL, CISA, and CIKK. Also supplements efforts of CSR in international
macroeconomic, political, and financial/currency research as they relate to specific countries.
Capital Investment Research Services Private Limited (CIRS)
Based in India, provides investment research to other Capital companies.
Capital International Funds Group (CIFG)
Serves as a holding company for non-U.S. investment advisers of mutual funds.
Capital International Asset Management (Canada), Inc. (CIAM-C)
Based in Toronto, serves as investment manager.
Capital International Financial Services, Inc. (CIFS)
Provides marketing research and support services for mutual fund initiatives in Canada and Latin America.
Capital Guardian Trust Company, a Nevada Corporation (CGTN)
Serves as trustee for certain Private Client Services (PCS) accounts managed by CGTC.
Other Capital Group Companies:
Capital Group Research, Inc. (CGRI)
Provides fixed-income investment support services to affiliated investment management companies.
Capital Management Services, Inc. (CMS)
Invests in venture capital funds.
Capital Strategy Research, Inc. (CSR)
Gathers, digests and supplies to personnel of other Capital companies, information and data on economic, government and political
matters.
Central Services:
The Capital Group Companies, Inc. (CGC)
Parent company; supplies coordination and administrative services, including legal, human resources, office services and technology
services to Capital companies. Also provides investment support services and institutional investment services for certain Capital
companies.
Capital Group Corporate International (CGC Intl)
Provides centralized services affecting personnel, facilities, technology and administrative support of certain non-U.S. subsidiaries.
Incorporation Data
American Funds Distributors, Inc. (AFD) - Incorporated in California, May 9, 1972
American Funds Service Company (AFS) - Incorporated in California, October 31, 1968
Capital Bank and Trust Company (CB&T) - Incorporated in United States, July 1, 2000
Capital Group Corporate International (CGCIntl) - Incorporated in California April 15, 2008
Capital Group International, Inc. (CGII) - Incorporated in California December 16, 1987
Capital Group Research, Inc. (CGRI) - Incorporated in California, December 13, 1984
Capital Guardian (Canada), Inc. (CGCI) - Incorporated in California, April 14, 1998
Capital Guardian Trust Company (CGTC) - Incorporated in California, September 4, 1968
Capital Guardian Trust Company, a Nevada Corporation (CGTN) - Incorporated in Nevada, November 15, 1983
Capital International Asset Management (Canada), Inc. (CIAM-C) - Incorporated in Ontario, October 5, 2000
Capital International Financial Services, Inc. (CIFS) - Incorporated in California, September 1, 2000fornia
Capital International Funds Group (CIFG) - Incorporated in California, August 2, 2000
Capital International, Inc. (CII) - Incorporated in California, December 16, 1987
Capital International K.K. (CIKK) - Incorporated in Japan, March 1, 1986
Capital International Limited (CIL) - Incorporated in the United Kingdom, February 11, 1982
Capital International Research, Inc. (CIRI) - Incorporated in California, December 13, 1984
Capital International Sàrl (CISA) - Incorporated in Switzerland, July 5, 1963
Capital Investment Research Services Private Limited (CIRS) - Incorporated in India, May 13, 2008
Capital Management Services, Inc. (CMS) - Incorporated in California, August 14, 1963
Capital Research Company (CRC) - Incorporated in California, January 4, 1937
Capital Research and Management Company (CRMC) - Incorporated in Delaware, July 30, 1940
Capital Strategy Research, Inc. (CSR) - Incorporated in California, January 8, 1974
The Capital Group Companies, Inc. (CGC) - Incorporated in Delaware, August 11, 1966
doc_385371356.pdf
Capital Group is one of the world's largest investment management organizations with assets of around 1.4 trillion USD under management. It comprises a group of investment management companies, including Capital Research and Management, American Funds, Capital Bank and Trust, Capital Guardian, and Capital International. The firm was founded in 1931 by Jonathan Bell Lovelace.
CGC background
Capital
International
Financial
Services (CIFS)
The Capital
Group
Companies,
Inc. (CGC)
Capital
International
Funds Group
(CIFG)
Capital
Research and
Management
Company
(CRMC)
CIAM (Canada)
(CIAM-C)
Capital Guardian
Trust - Nevada
(CGTN)
Capital
Research
Company
(CRC)
Capital Strategy
Research, Inc.
(CSR)
American Funds
Service
Company (AFS)
American Funds
Distributors, Inc.
(AFD)
Capital Bank
and Trust
Company
(CB&T)
Capital Group
Research, Inc.
(CGRI)
Capital
Management
Services, Inc.
(CMS)
Holding companies
Investment management
Research
Service and support
Capital Group
International,
Inc. (CGII)
Capital Guardian
TrustCompany
(CGTC)
Capital
International,
Inc. (CII)
Capital
International
Research, Inc.
(CIRI)
Capital
International
K.K. (CIKK)
Capital
International
Limited (CIL)
Capital
International Sàrl
(CISA)
Capital Guardian
(Canada), Inc.
(CGCI)
Capital Group
Corporate
International
(CGC Intl)
Capital Investment
Research Services
Private Limited
(CIRS)
Te Capital Group Companies
Ultimate parent company
Summary of Functions of The Capital Group Companies
U.S. Mutual Funds:
Capital Research and Management Company (CRMC)
Provides investment and business management for the American Funds group of mutual funds.
American Funds Distributors, Inc. (AFD)
Serves as principal underwriter for most of the mutual funds managed by CRMC.
American Funds Service Company (AFS)
Provides shareholder services as transfer agent, dividend disbursing agent and directed trustee/redemption agent for the
mutual funds managed by CRMC.
Capital Research Company (CRC)
Serves the investment research needs of CRMC.
Capital Bank and Trust Company (CB&T)
Provides custodial and record keeping services to various retirement accounts.
Global Institutional Clients, Non-U.S. Mutual Funds and Private Client Services:
Capital Group International, Inc. (CGII)
Serves as the holding company for the global institutional investment companies.
Capital Guardian Trust Company (CGTC)
Based in Los Angeles, serves as investment adviser primarily to large U.S. institutional and high net worth individual and
trust accounts.
Capital International, Inc. (CII)
Based in Los Angeles, serves as the primary emerging markets investment adviser to institutional clients, as well as the
primary investment adviser to institutional clients in Asia.
Capital International KK (CIKK)
Based in Tokyo, serves as investment adviser to institutional and large private accounts.
Global Institutional Clients, Non-U.S. Mutual Funds and Private Client Services Continued:
Capital International Limited (CIL)
Based in London, serves as investment adviser to institutional and large private accounts.
Capital International Sàrl (CISA)
Based in Geneva, serves as investment adviser to institutional and large private accounts.
Capital Guardian (Canada), Inc. (CGCl)
Provides marketing research and support services for CGTC clients in Canada.
Capital International Research, Inc. (CIRI)
Responsible for the investment research for CGTC, CII, CIL, CISA, and CIKK. Also supplements efforts of CSR in international
macroeconomic, political, and financial/currency research as they relate to specific countries.
Capital Investment Research Services Private Limited (CIRS)
Based in India, provides investment research to other Capital companies.
Capital International Funds Group (CIFG)
Serves as a holding company for non-U.S. investment advisers of mutual funds.
Capital International Asset Management (Canada), Inc. (CIAM-C)
Based in Toronto, serves as investment manager.
Capital International Financial Services, Inc. (CIFS)
Provides marketing research and support services for mutual fund initiatives in Canada and Latin America.
Capital Guardian Trust Company, a Nevada Corporation (CGTN)
Serves as trustee for certain Private Client Services (PCS) accounts managed by CGTC.
Other Capital Group Companies:
Capital Group Research, Inc. (CGRI)
Provides fixed-income investment support services to affiliated investment management companies.
Capital Management Services, Inc. (CMS)
Invests in venture capital funds.
Capital Strategy Research, Inc. (CSR)
Gathers, digests and supplies to personnel of other Capital companies, information and data on economic, government and political
matters.
Central Services:
The Capital Group Companies, Inc. (CGC)
Parent company; supplies coordination and administrative services, including legal, human resources, office services and technology
services to Capital companies. Also provides investment support services and institutional investment services for certain Capital
companies.
Capital Group Corporate International (CGC Intl)
Provides centralized services affecting personnel, facilities, technology and administrative support of certain non-U.S. subsidiaries.
Incorporation Data
American Funds Distributors, Inc. (AFD) - Incorporated in California, May 9, 1972
American Funds Service Company (AFS) - Incorporated in California, October 31, 1968
Capital Bank and Trust Company (CB&T) - Incorporated in United States, July 1, 2000
Capital Group Corporate International (CGCIntl) - Incorporated in California April 15, 2008
Capital Group International, Inc. (CGII) - Incorporated in California December 16, 1987
Capital Group Research, Inc. (CGRI) - Incorporated in California, December 13, 1984
Capital Guardian (Canada), Inc. (CGCI) - Incorporated in California, April 14, 1998
Capital Guardian Trust Company (CGTC) - Incorporated in California, September 4, 1968
Capital Guardian Trust Company, a Nevada Corporation (CGTN) - Incorporated in Nevada, November 15, 1983
Capital International Asset Management (Canada), Inc. (CIAM-C) - Incorporated in Ontario, October 5, 2000
Capital International Financial Services, Inc. (CIFS) - Incorporated in California, September 1, 2000fornia
Capital International Funds Group (CIFG) - Incorporated in California, August 2, 2000
Capital International, Inc. (CII) - Incorporated in California, December 16, 1987
Capital International K.K. (CIKK) - Incorporated in Japan, March 1, 1986
Capital International Limited (CIL) - Incorporated in the United Kingdom, February 11, 1982
Capital International Research, Inc. (CIRI) - Incorporated in California, December 13, 1984
Capital International Sàrl (CISA) - Incorporated in Switzerland, July 5, 1963
Capital Investment Research Services Private Limited (CIRS) - Incorporated in India, May 13, 2008
Capital Management Services, Inc. (CMS) - Incorporated in California, August 14, 1963
Capital Research Company (CRC) - Incorporated in California, January 4, 1937
Capital Research and Management Company (CRMC) - Incorporated in Delaware, July 30, 1940
Capital Strategy Research, Inc. (CSR) - Incorporated in California, January 8, 1974
The Capital Group Companies, Inc. (CGC) - Incorporated in Delaware, August 11, 1966
doc_385371356.pdf