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
Target-Date Fund Design: Impacting Retirement Outcomes
December 03, 2025
At the 2025 DC Investment Forum, Jason Zhang and Farzan Qureshi from Sun Life Global Investments discussed how glide path design and long-term asset allocation in target-date funds significantly influence member retirement outcomes. Available in English only.
Inside a career "built on meritocracy"
June 04, 2025
In this recent BPM article, Christine Tan shares her journey in the asset management industry - and reminds us of the importance of staying curious, being adaptable and prioritizing diversity of thought.
Improving the retirement crisis through decumulation
March 06, 2025
In a recent Benefits and Pensions Monitor article feature, Oricia Smith, President, SLGI Asset Management Inc. at Sun Life Canada, shares her perspectives on Canada’s changing retirement landscape and discusses the need for new innovations in decumulation strategies, such as Sun Life MyRetirement Income.
Inside a liquid, income-paying strategy for DC members
December 06, 2024
In this BPM article, SLGI Asset Management president Oricia Smith outlines how Sun Life MyRetirement Income is meant to serve DC members seeking retirement income.
Retirement realities: Canadians want a solution to the pension puzzle
November 11, 2024
In this BPM article, Anne Meloche, Sun Life Global Investments and Michael Carter, Sun Life, explore how Sun Life’s target age solution balances the need for reliable and lasting income with the desire for flexibility.
2024 DC Investment Forum: Simplifying Retirement
November 06, 2024
In a recent investment forum, Anne Meloche, Head of Institutional Business at Sun Life Global Investments and Michael Carter, Assistant Vice-President of Product Development and Sponsor Experience, Group Retirement Services at Sun Life, presented key insights on the evolution of decumulation and introduced a new concept: target age solutions.
Women Leaders in the Benefits, Pensions, and Institutional Investments Industry | Elite Women
March 11, 2024
Congratulations to Anne Meloche, Head of Institutional Business, Sun Life Global Investments. Winner of Benefits and Pensions Monitor’s 2024 Elite Women award.
2023 DC Investment Forum: Target-date fund glide paths evolving for better retirement outcomes
November 06, 2023
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.