Investment Team & Resources

Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc.

Joined the industry in 2004

Joined Sun Life Global Investments in 2014

As Chief Investment Officer and Head of Multi-Asset Solutions, Chhad Aul is responsible for the development, evolution and execution of the investment philosophy, process and investment team managing SLGI Asset Management Inc.’s funds, separate accounts and strategies. This includes chairing the Asset Allocation Committee and Investment Oversight Committee and leading the activities of the Multi-Asset Solutions team to drive performance and manage risk.

When Chhad joined the company in 2014 he brought with him deep expertise in quantitative strategies, asset allocation and investing with derivatives. He uses these strengths to build and manage sophisticated solutions for Canadian investors seeking broadly diversified portfolios.

To increase investor knowledge, Chhad connects with advisors and consultants across Canada to discuss the market and his team’s investment process.

Prior to joining Sun Life Global Investments, Chhad was Vice-President and Senior Portfolio Manager at State Street Global Advisors where he managed a broad number of equity strategies – from traditional long-only funds to alternative strategies and hedge funds. Earlier, he was Associate Portfolio Manager at Hillsdale Investment Management and a Quantitative Analyst at TD Securities.

Chhad holds a Bachelor of Applied Science degree in Engineering Science and a Master of Mathematical Finance degree, both from the University of Toronto. He is also a CFA Charterholder.

Aly Somani, CFA, CPA, CA, Portfolio Manager

Joined industry in 2007

Joined Sun Life Global Investments in 2012

Aly joined SLGI Asset Management in 2012 He is a member of the team’s Asset Allocation Committee, using his skills and experience to support the committee’s strategic and tactical asset allocation, quantitative modeling and derivative strategies. This includes conducting fundamental and quantitative global macro and cross-asset research to form investment conclusions as well as recommending specific investment strategies that can be used to enhance return and/or reduce risk in the team’s multi-asset solutions. Aly also serves as portfolio manager on several of the team’s strategies and funds.

Prior to joining SLGI, Aly spent four years in public accounting. It was through this experience that Aly saw how large organizations use derivatives and other financial instruments to achieve various objectives. Since joining SLGI, Aly has significantly contributed to team’s efforts in using derivatives and other financial instruments optimally. Aly also supports the team’s communications with advisors, consultants and the media, particularly when it comes to sharing the team’s asset allocation views and how the team is managing investor portfolios.

Aly holds an Honours Bachelor of Commerce degree (Magna Cum Laude) from the University of Ottawa and is a Chartered Professional Accountant, Chartered Accountant, CFA Charterholder and Certified Public Accountant (US). He has also completed Options, Futures and Derivatives licensing courses from the Canadian Securities Institute.

Christine Tan, MBA, CFA, Portfolio Manager

Joined industry in 1997

Joined Sun Life Global Investments in 2018

Christine joined SLGI in 2018, bringing extensive experience in fundamental bottom up portfolio management and expertise in emerging markets, including country macroeconomic analysis. She is a member of the Investment Oversight Committee and the Asset Allocation Committee, and serves as portfolio manager on several of the team’s strategies and funds. Her role also includes leading the evolution of SLGI’s DC OCIO platform and leadership of the Investment Product Specialists representing the team’s investment philosophy, process and portfolio strategy.

Prior to joining SLGI, Christine was Chief Investment Officer and Senior Portfolio Manager at Excel Investment Counsel Inc. In addition to oversight of all sub-advised funds, she had portfolio management responsibility for the Excel Emerging Markets Fund. Christine has travelled extensively in emerging market countries for due-diligence meetings with corporate management teams.

Christine was previously Vice President and Portfolio Manager at Gluskin Sheff + Associates, a prominent wealth manager serving high-net-worth clients, where she co-managed a top-quartile, $1.5-billion Canadian equity portfolio. Prior to Gluskin Sheff, Christine was a Canadian equity manager at a boutique asset manager and an investment banker at a major Canadian bank focused on mergers and acquisitions.

Christine holds a Bachelor of Science Honours from University of Alberta and earned her MBA with honours from the Schulich School of Business. Christine is also a CFA charterholder. 

Anthony Wu, CFA, Portfolio Manager

Joined industry in 2009

Joined Sun Life Global Investments in 2015

Anthony joined SLGI Asset Management in 2015. He is as a member of the Asset Allocation Committee, providing global macro and cross-asset research to the committee and serves as portfolio manager on several of the team’s strategies and funds. Anthony is also responsible for overseeing operational aspect of portfolio implementation, working collaboratively with operations, traders, and external managers to resolve issues. Anthony supports the team in sharing its global asset allocation views and positions to stakeholders and helps mentor and develop junior members of the team.

Prior to joining SLGI, Anthony was an Associate at Segal Rogerscasey Canada and provided oversight to private wealth platforms and conducted due diligence on external managers across all asset classes.

Anthony is a CFA Charterholder and holds a Bachelor of Mathematics, Honours Actuarial Science degree from University of Waterloo. He has also completed the Futures and Options licensing courses from the Canadian Securities Institute.

Jason Zhang, CFA, Portfolio Manager

Joined industry in 2007

Joined Sun Life Global Investments in 2022

Jason joined Sun Life Global Investments in 2022.  He is a member of our Asset Allocation Committee and a Portfolio Manager for our Granite series of funds and other select strategies. Jason has more than a decade of comprehensive experience in multi-asset portfolio management. This includes managing Target Date and Target Risk portfolios, determining the glidepath, strategic asset mix & manager allocations. He has an in-depth understanding of macroeconomic principles and global capital markets, manager research and selection, and asset/liability modeling.

Prior to joining Sun Life Global Investments, Jason was a Managing Director, Portfolio Manager, Multi-Asset Solution Team, at Manulife Investment Management, providing day-to-day monitoring and portfolio management of the multi-asset solutions team’s Canadian-based asset allocation portfolios. 

Jason is a CFA Charterholder. He also holds a Bachelor’s degree in Applied Mathematics from Peking University, a Master’s degree in Statistics and Actuarial Sciences from Western University, and a Master’s degree in Quantitative Finance from the University of Waterloo. 

Jenifer Rush, CFA, CAIA, Head of Responsible Investing and Manager Research, Sun Life Global Investments.

Joined industry in 1997

Joined Sun Life Global Investments in 2022

In her role as Head of Responsible Investing and Manager Research, Jenifer is responsible for enhancing our multi-manager capabilities and accelerating our focus on responsible investing.  Jenifer leads a team of dedicated investment professionals in the research, selection, and ongoing oversight of external and affiliated asset managers. She is also responsible for the integration of Environmental, Social and Governance (ESG) considerations within our manager research function and represents SLGI Asset Management Inc. in various corporate sustainability initiatives across the Sun Life group of companies.

Prior to joining Sun Life Global Investments in 2022, Jenifer was AVP, Head of Global Manager Research, Canada, at a leading wealth management firm.  In her previous role, Jenifer played a key role in augmenting the focus on ESG for managers on the platform.  She brings with her over 25 years of industry experience across manager research and portfolio management.

Jenifer holds an MBA from Queen’s University as well as the CFA and CAIA designations. She has successfully completed the CFA Certificate in ESG Investing and the CFA Certificate in Climate and Investing. Outside of work, she shares her experience by teaching courses in portfolio management at her alma mater. Jenifer is actively involved in the Toronto CFA Society, as an advisor to the Professional Development Committee.  Jenifer is also a Board Member of the North York Women’s Centre. 

Adelina Romanelli, Director, Responsible Investing, SLGI Asset Management Inc.

Adelina Romanelli joined SLGI Asset Management in 2020. In her role as director, responsible investing, Adelina supports ongoing implementation and evolution of SLGI’s ESG integration efforts. She will further help build and maintain awareness of key market and competitive trends and developments with regard to ESG integration and sustainable investing and collaborate with various internal functions and distribution partners.

Prior to joining SLGI, Adelina most recently held positions as senior consultant/product specialist at Addenda Capital Inc., where she spearheaded the launch of Addenda’s first Impact Strategy and developed a comprehensive sustainability framework for ESG-SDG considerations. Adelina’s prior experience includes roles as portfolio manager as well as product engineer at State Street Global Advisors.

Adelina holds a bachelor’s degree with a double major in finance and international business from McGill University and is a CFA charterholder as well as a fundamentals of sustainability accounting (FSA) Credential holder.

Mark Chiaravalle, CFA, Director, Manager Research, Sun Life Global Investments

Mark joined SLGI Asset Management in 2018. In his role as Director, Manager Research, Mark is responsible for enhancing our multi-manager capabilities, which includes research, selection and ongoing oversight of external and affiliated asset managers.

Prior to joining SLGI Asset Management, Mark worked at Manulife, where he worked on multi-asset portfolio construction for High Net Worth families. Prior to that, Mark spent several years at State Street, spearheading the team’s work on portfolio analytics for global fund-of-fund hedge fund mandates.

Mark holds an Honours Bachelor of Commerce from the DeGroote School of Business, McMaster University, is a CFA Charterholder, and holds the Certificate in ESG Investing.