What are the key themes for 2024? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses diversification, central banks, inflation, and high-quality bonds, which may all play vital roles in shaping the year ahead.
| Accumulation (saving) | Decumulation (withdrawing) | |||
|---|---|---|---|---|
| Target Date | Multi-Risk Target Date | Target Risk | Retirement | Income |
Ranging from 2025 – 2065
|
Ranging from 2025-2065, with choice of risk:
|
Five levels of risk:
|
Three retirement portfolios:
|
Focused on income generation with reinvested monthly distributions:
|
| Sign in to view brochure | Sign in to view brochure | |||
What more can Granite funds offer?
Broader diversification.
Granite funds are invested across 15-20 asset classes including traditional and specialty asset classes that you cannot access in many other target date and target risk funds.
Open architecture. Multi-manager.
No company can be the best at everything. That’s why we research fund managers around the world—and we only invest our Granite funds with managers we believe are best-in-class).
Strategic blend of active and passive.
Active or passive – which is best? Both! We believe that both styles excel in different asset classes, and they can be great complements to each other—which is why Granite funds invest in both.
Flexibility.
Our investment experts have the flexibility to tactically adjust the asset mix, asset classes or investment styles to respond to market events, taking advantage of opportunities, or controlling risks.
ESG integration.
The fund managers in Granite funds must clearly show how environmental, social and governance (ESG) considerations factor into their investment analysis and decision-making.
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.
Additional resources for registered users
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.
