How were the Sun Life Granite Managed Solutions positioned in Q3? Watch CIO and Head of Multi-Asset Management, Chhad Aul explain
Overall, we reduced our equity weighting to neutral from a slightly overweight position.
Target date funds are a complex product, but packaged in a way that is easy for plan members to understand. And Sun Life’s historical data puts the advantage for TDF-only plan members to 1% per year in average outperformance, net of fees. From a fiduciary standpoint, it makes sense for Canadian plan sponsors to embrace TDFs as their default option.
Applying an environmental, social and governance (ESG) lens to an investment can turn up many things. It could, for example, reveal that a company’s approach to environmental sustainability is effective, or perhaps there are embedded risks that could challenge its business model.
After a hard-fought campaign, we have a winner. Our CIO and Head of Multi-Asset Solutions Chhad Aul summarizes the financial implications.
After peaking in the spring, benchmark bond yields fell with markets anticipating a Fed Taper. And with countries weighed down by debt, the current V-shaped economic recovery could give way to more moderate growth. Plus, Christine Tan, AVP, Portfolio Management & Portfolio Manager, discusses the battle of vaccines versus variants.
There were a number of changes over the past quarter, including three promotions: Chhad Aul to Chief Investment Officer and Head of Multi-Asset Solutions, and Aly Somani and Anthony Wu, both to Portfolio Manager.
“There is now a greater appreciation for how ESG factors might impact corporate financial performance,” according to Kathrin Forrest, VP, Portfolio Management and Portfolio Manager with SLGI Asset Management Inc. Kathrin shares why this is, along with numerous insights on the current ESG landscape in this roundtable hosted by Benefits & Pensions Monitor. (This publication is English only)
With yields climbing, bond prices have been falling. And investors may see volatility increase in the bond market if interest rates rise in the coming months. As well, with inflation running at nearly 5%* real bond returns (adjusted for inflation) are deeply negative.
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*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.
