Sun Life Global Investments is the asset management arm of Sun Life Financial, one of the world’s largest insurance companies. With headquarters in Toronto and offices globally, Sun Life Global Investments manages total assets over $891 billion as of 2022. The company provides investment solutions including mutual funds, managed solutions and institutional asset management for clients in North America, Europe and Asia. Sun Life Global Investments has a long history tracing back to Sun Life Financial’s acquisition of Massachusetts Financial Services in 1980s. Over the past decades, it has expanded substantially through organic growth and acquisitions to become a leading global asset manager today.
Sun Life Global Investments operates a diverse lineup of mutual funds
Sun Life Global Investments provides over 40 mutual funds in Canada, managing total mutual fund assets over $50 billion. The fund lineup covers a wide range of categories including Canadian equity, U.S. equity, global equity, fixed income, balanced funds, target date funds and alternatives. Many Sun Life mutual funds have received awards and high ratings from investment research firms such as Morningstar for their strong performance. For example, the Sun Life Global Investments NWQ Flexible Income Fund won Lipper’s Best Bond Fund award in 2022. The highly diversified portfolio and tactical allocation has enabled the fund to deliver consistent returns in various market environments.
Sun Life Global Investments offers comprehensive investment solutions for institutions
For institutional investors like pension plans, insurance companies and non-profits, Sun Life Global Investments provides customized investment solutions including liability driven investing, target date funds and multi-asset solutions. Its large asset manager status allows Sun Life Global Investments to deliver economies of scale while actively managing risks for institutional investors. The company also leverages Sun Life Financial’s insurance expertise to help develop bespoke liability driven solutions. Sun Life Institutional Investments has over $300 billion institutional assets under management globally as of 2021.
Sun Life Global Investments manages assets for high net worth clients
Through Sun Life’s Private Client division, high net worth individuals can access Sun Life Global Investments’ professional investment expertise and solutions. The open architecture platform and customized portfolios enable customized solutions tailored to each client’s unique needs. With a minimal investment of $250,000, clients can benefit from proactive portfolio management, flexible fee schedule, complimentary financial planning and consolidated reporting through Sun Life.
Sun Life Global Investments utilizes its global footprint and expertise
With operations spanning North America, Europe and key Asia markets like India, Sun Life Global Investments can leverage insights across different regional economies to identify investment opportunities worldwide. It serves clients in over 60 countries. The global business also allows asset managers to share best practices across investment teams and functions. Investors can gain exposure to investment capabilities globally through Sun Life.
In summary, Sun Life Global Investments is a highly reputable global asset manager that provides mutual funds, institutional asset management and high net worth solutions. Its diverse investment capabilities and geographic coverage make it a leading player in the asset management space.