Investment Team & Resources

The Sun Life Global Investments portfolio management team is exclusively focused on manager selection and building managed solutions for Canadians – 100% of their time.

The team employs their expertise in a wide variety of solutions, including our flagship Granite family, Multi-Strategy funds and Milestone funds.

Learn more about our investment solutions

Portfolio management team

Chhad Aul, CFA

VP, Portfolio Management and Portfolio Manager, Sun Life Global Investments

Joined the industry in 2004

Joined Sun Life Global Investments in 2014

As Vice-President, Portfolio Management and Portfolio Manager, Chhad Aul oversees Sun Life Global Investments’ asset allocation strategies and is chair of the Investment Committee responsible for all strategic and tactical decisions in our managed solutions.  Chhad also leads the firm’s portfolio management team and, in addition, he presents investment strategy and portfolio positioning to our Clients.

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 also travels extensively across Canada to discuss the market and his team’s investment process with advisors and consultants.

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.

Kathrin Forrest, CFA

VP, Portfolio Management & Portfolio Manager, Sun Life Global Investments

Joined the industry in 2004

Joined Sun Life Global Investments in 2016

As Vice-President, Portfolio Management and Portfolio Manager, Kathrin Forrest oversees Sun Life Global Investments’ asset allocation strategies, and is a member of the Investment Committee responsible for all strategic and tactical decisions in our managed solutions. Kathrin is also chair of the Investment Oversight Committee responsible for third party manager research and oversight.  Her responsibilities further include leadership in evolving the firm’s environmental, social and governance (ESG) integration efforts. In addition, she presents investment strategy and portfolio positioning to our Clients.

When Kathrin joined Sun Life Global Investments in 2016, she brought deep insights into manager research and product development in fixed income and alternatives. She uses these insights to build and manage solutions for Canadian investors seeking broadly diversified portfolios.

Prior to joining Sun Life Global Investments, Kathrin was Assistant Vice-President, Product and Strategy at Sun Life Investment Management. In this role, she oversaw all aspects of the product development process across the firm’s group of institutional investment management companies. Prior to that, she was Assistant Vice-President, Investment Consulting with Sun Life's International Investment Centre. Kathrin originally joined Sun Life in 2004 as an Investment Analyst within the company’s Group Retirement Services division.

Kathrin holds a Master of Arts in Economics and is a CFA Charterholder. She is an active member at the CFA Society Toronto, currently serving as Vice-Chair, Programming on the Society’s Board of Directors.

Christine Tan, MBA, CFA

Assistant Vice-President, Portfolio Management & Portfolio Manager

Joined industry in 1997

Joined Sun Life Global Investments in 2018

As Assistant Vice President, Portfolio Management, Christine Tan oversees Sun Life Global Investments’ asset allocation strategies, and she is a voting member of the Investment Committee responsible for all strategic and tactical decisions in our managed solutions. She also provides oversight of the emerging market equity and fixed income funds, and presents investment strategy and portfolio positioning to Clients.

Christine joined Sun Life Global Investments in 2018, bringing with her deep experience in emerging markets and fundamental equity investing. Prior to joining the firm, 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 sole responsibility for managing the firm’s emerging market equity fund.  Earlier, Christine was Vice President and Portfolio Manager at Gluskin Sheff + Associates, where she managed Canadian equity portfolios. Prior to, that, she was a Canadian equity manager at a boutique asset manager and an investment banker at a major Canadian bank focused on mergers and acquisitions.

In addition to being a CFA charterholder, Christine has a MBA from the Schulich School of Business and a BSc (Honours) from the University of Alberta.

International Investment Centre

The International Investment Centre (IIC) functions as an investment research engine for the Sun Life group of companies.

SLGI’s portfolio management team engages the IIC, to provide research when sourcing new mandates. The IIC’s core function is to perform rigorous research to identify the best investment managers in each asset class.

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, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools.

© SLGI Asset Management Inc. and its licensors, 2020. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.