Why fund-of-funds solutions are gaining popularity

When financial advisors have their hands full with the expanding needs of their clients, portfolio construction may not get the attention it deserves. That’s why they’re increasingly turning to asset managers for help. Two veteran portfolio managers who oversee Capital Group’s fund-of-funds solutions, Brad Vogt and Wesley Phoa, share their views on this important industry trend.

Brad Vogt is an equity portfolio manager with 31 years of investment experience and serves on the Capital Group Management Committee and the Portfolio Oversight Committee. He holds a bachelor’s degree in international politics and economics from Wesleyan University.

Wesley Phoa is a fixed income portfolio manager with 25 years of investment experience and serves on Capital Group’s Portfolio Oversight Committee. He holds a PhD in pure mathematics from Cambridge and a bachelor’s degree from the Australian National University.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com

The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

 

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