Core. And so much more.
Introducing Sun Life Multi-Strategy Core Plus Bond: Discover this multi-manager solution with tactical asset allocation which can solve for more fixed income needs than a traditional core bond fund.
Log in to our secure site to access the investment profile.
Our portfolio management team builds broadly diversified portfolios invested with complementary sub-advisors they believe are the best in each category. The team manages the overall asset allocation across underlying strategies and managers, and can make tactical changes to mitigate risk and capitalize on opportunities.
All of our multi-strategy solutions benefit from:
Sun Life Global Investments offers five multi-strategy portfolios, available as segregated funds exclusively through Sun Life Group Retirement Services1:
- Canadian Active Core
- Canadian Passive Core
- Global Active
- BlackRock Asset Management Canada Ltd.
- Connor, Clark & Lunn Investment Management Ltd.
- Phillips, Hager & North Investment Management
- Wellington Management Canada ULC
Log in to our secure site to access investment profiles of the Sun Life Multi-Strategy Solutions.
We believe that a multi-strategy approach provides the foundation for more consistent returns through time by bringing together a broad set of investment perspectives and styles in one solution, delivering:
- Cost efficient market exposure
- Complementary investment strategies
- Potential to improve risk-adjusted returns and reduce the variability of returns over time
The team follows a disciplined, four-step investment process to build and manage each portfolio.
Step 1: Strategic asset allocation
The team determines the long-term asset mix based on maximizing return potential for a given level of risk.
Step 2: Manager (and fund) selection
The team takes advantage of Sun Life’s global relationships to conduct a rigorous selection process. With our open architecture approach, the team searches the globe to find world-class managers for each asset class in the Sun Life Multi-Strategy Solutions. Their goal is to select managers that they believe can provide strong, sustainable future returns, focusing on factors that help support and preserve the investment value proposition.
Step 3: Tactical asset allocation of three levers
The team can tactically adjust the asset class and/or style weightings (including active versus passive mix) to take advantage of potentially attractive opportunities from a risk-adjusted and capital preservation perspective. Tactical shifts are gradual and made within pre-determined guidelines.
Step 4: Portfolio monitoring and review
The team continually monitors the assumptions, models, managers and economic conditions.
1 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.
All information is as of June 30, 2020.