Capital Market Assumptions & Key Market Themes

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What do we offer?

A broader opportunity set

Our open architecture means we search the entire world for the best managers in each category, without boundary or limitation.

Stronger risk management

Our portfolio managers focus on maximizing the risk-return profiles of their portfolios.

Best possible retirement for clients

We strive to build portfolios that help plan sponsors support their members’ financial goals.

Recent news and insights

Designing target-date funds for new retirement realities

September 21, 2026

Fidelity and Sun Life Global Investments discuss how target-date funds are moving beyond age-based investing to focus on income, resilience, and the realities of modern retirement

Strengthening our Institutional Business team

September 11, 2026

As part of Sun Life Global Investments' continued growth and commitment to serving institutional clients across Canada, we are pleased to share two exciting updates to our Institutional Business team.

The U.S.–Iran conflict: How geopolitical shifts are rewriting the investment playbook

August 10, 2026

As geopolitics reshapes capital spending and fiscal priorities, portfolio construction must evolve.

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Spotlight on sustainability

Responsible Investing Policy & Procedures

Our Responsible Investing (RI) Policy outlines SLGI Asset Management’s overall philosophy, objectives, and governance approach to RI, focusing on sub-advisor selection, engagement and ongoing monitoring of their RI practices.

Sustainability-focused solutions

Understanding how our sub-advisors approach stewardship is important.

Investing responsibly

Investing responsibly is in the long-term interest of investors.