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Core Beliefs

Our portfolio management team holds five core investment beliefs. These beliefs drive the team’s manager selection, asset allocation and portfolio construction decisions.

We believe:

Broad diversification across an expanded opportunity set is critical in maximizing risk/return profiles; and incorporating specialty asset classes to portfolios is key.

In truly open architecture – because no one money manager does everything right.

Active and passive management enable each other; passive for the most efficient or least liquid markets, and active where the most value can be added.

Market dislocations and inefficiencies create opportunities; tactical overlay strategies capitalize on this to add value and control risk.

In integrating environmental, social and governance (ESG) factors into portfolio construction; ESG is the best way to create long-term sustainable value.

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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.

 

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.

© SLGI Asset Management Inc. and its licensors, 2024. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.

This content is intended for Institutional Investors Only (Plan Sponsors, Consultants & Group Advisors).