Not all target date funds are created equal.
What more do Granite TDFs offer?
Broader diversification.
Granite TDFs are invested across 15-20 asset classes including traditional and specialty asset classes that you cannot access in many other TDFs.
Open architecture.
No fund manager can be the best at everything. That’s why we research fund managers around the world—and we only invest our Granite TDFs with fund managers we believe are best in class.
Strategic blend of active and passive.
Which is best: active or passive management? We believe both styles excel in different asset classes, and can be great complements to each other—which is why Granite TDFs invest in both.
Flexibility.
Our investment experts have the flexibility to adjust the asset mix, asset classes or investment styles to respond to market events, control risks, or take advantage of opportunities.
ESG integration.
All fund managers in Granite funds must clearly show how environmental, social and governance (ESG) considerations factor into their investment analysis and decision-making.
In our ever-evolving world, we know we must continually enhance and fine-tune our investments to keep pace with the diverse needs of Canadians.
That’s why our Multi-Asset Solutions team formally reviews the glidepaths and long-term strategic target allocations of the Granite Target Date Funds (Granite TDFs) every year. They employ in-depth analysis and stress-testing to ensure Granite TDFs deliver the best possible outcome for plan members at, and through retirement.
And this year’s review is leading to a number of exciting enhancements that will benefit all plan members invested in Granite TDFs:
Optimizing growth potential
by increasing equity across the glidepath and landing points.
Improving risk/return profile
by adding direct global infrastructure, direct real estate and liquid alternatives.
Strengthening style diversification
by adding a pure international value equity manager.
Additional choice and flexibility
with three retirement options: Conservative, Moderate and Aggressive.
Want the details?
Additional resources for registered users
Recent news and insights
In this BPM article, experts from Sun Life Global Investments, Fidelity Investments and MFS Investment Management explore target-date fund portfolio construction and how it has evolved to place a greater emphasis on diversification.
In a recent investment forum, Jason Zhang and Satwik Misra, both from Sun Life Global Investments, look at the greatest risks plan members face during the accumulation and decumulation phases, how to quantify them, and how to strike the right balance between generating enough wealth while delivering better retirement outcomes.
In the Up Close article by BPM, Sun Life Global Investments experts Chhad Aul and Jason Zhang explain how to build a stronger glidepath – with a focus on retirement outcomes.
Refreshing Granite TDFs with a focus on retirement outcomes
Research paper coming soon
Questions? Contact your Institutional Business Team for more information.
All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies.
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc.
SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds.
© SLGI Asset Management Inc. and its licensors, 2024. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.
