Portfolios built for Prosperity

We help you to achieve your clients' investment goals with strategies for sustainable performance.
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Our Core Strategy:

Creating more from Less

We invest in assets that consistently deliver greater value from ever fewer resources - this focus on productivity growth delivers superior investment performance that is sustainable for our clients, our communities and our environment.

Our Core Strategy:

Creating more from Less

We invest in assets that consistently deliver greater value from ever fewer resources - this focus on productivity growth delivers superior investment performance that is sustainable for our clients, our communities and our environment.
Sustainable alpha

Sustainability meets profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.
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Performance

Empowering your client's future

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
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Impact

Understand the impact of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.
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Sustainability meets
profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.
More on Sustainable alphaGet started

Empowering your client's future

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
View performance reportsGet started

Understand the impact
of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.
Learn moreGet started
Sustainable
alpha
Performance
Impact

Harness our Core Strategy to meet your client's goals

Our investment profiling and projection technology helps you to document portfolio requirements and deliver the most suitable strategy for your clients even as their circumstances change over time.
01

Set goals

Use our simple but hugely powerful investment profiling tools to set goals for your clients and plan a suitable strategy to achieve them. With the ability to factor in future changes to your clients' circumstances, our technology allows you to model scenarios and project expected outcomes over multiple phases of investment.
02

Invest

With our dedicated account opening team, we can have you up and running quickly and efficiently. You and your client will gain access to our state-of-the-art investment portal where you can manage and monitor your investments on-the-go.
03

Review

Keep your clients on track to achieve their goals by reviewing and continuously optimising their strategies. Manage evolving requirements or plan for life events - using our technology, we can help you to model the potential impact of any changes before you make them.

What our clients say...

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Free from committees and independently owned, not only can we be nimble in our investment decisions but can also offer our clients direct access to the managers making those decisions. We’re here to support our clients and believe in building strong, long-lasting relationships.
Boal & Co have a long-standing relationship with CIG with a number of our clients using them as their investment platform. We have always found them to be professional, knowledgeable, and efficient.

Boal & Co

From the start, Capital International Group understood our needs and offered a solution which they have been providing, with continual enhancements, ever since.

GBPensions

Capital International is the easiest company I work with. They listen and pay attention to your needs. They are always responsive and proactive. I cannot recommend them enough.

Alconbury Trust

150+ years experience in managing client portfolios

Investment is the engine of prosperity and change.
‍
For almost three decades we have been dedicated to making money work better, supporting governments, financial advisers, trustees and individuals to achieve their investment goals. Our team of highly qualified investment professionals have over 150 years' experience in managing investments, meeting client needs and delivering exceptional service. We are ever conscious of the trust you place in us and our responsibility to deliver for you.
‍

David Long, Chief Investment Officer

Time in business

25+ years

Group employees

200+

Group clients

8,000+

AUA

$5 billion+

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