Sun Life Investment Management was created in 2014 and demonstrates the commitment of Sun Life Financial (Sun Life) to growing and diversifying its asset management business.
Sun Life Investment Management leverages Sun Life’s long-standing expertise in liability driven investing (LDI) and private asset class investments to offer customized investment solutions to third-party institutional investors.
The Sun Life Investment Management group of institutional investment management companies
Sun Life Institutional Investments (Canada) Inc. was established in Canada in 2013 as a portfolio manager, investment fund manager and exempt market dealer, launching its first suite of private asset class funds in 2014.
In 2015, Sun Life enhanced Sun Life Investment Management’s capabilities in LDI and alternative yield strategies with the acquisitions of Bentall Kennedy Group in North America, and Prime Advisors, Inc. and Ryan Labs Asset Management Inc. in the United States.
These operations have combined third-party assets under management of $62 billion, as of June 30, 2018. Sun Life Investment Management is supported by the investment division of Sun Life Assurance Company of Canada that manages $147.5 billion in assets under management for the Sun Life Financial group of companies as of June 30, 2018.*
*The information on this website is in Canadian dollars unless otherwise noted.
Our goal and mission
The goal of the Sun Life Investment Management group of companies is to provide institutional investors with a suite of capabilities that meet their investment objectives by focusing on our core investment strength in alternative and traditional yield strategies and LDI.
Our mission is to design and deliver investment solutions for liability-based institutional investors based on our long-standing experience in liability-driven investing and alternative, yield-driven asset classes.
Our beliefs and values
At Sun Life Investment Management, we are driven by four core beliefs:.
Diversification reduces risk. Broad diversification within a portfolio is critical to managing downside risk.
A repeatable investment process leads to consistent results. Ongoing investment success results from diligent, repeatable investment processes executed by an experienced and stable team of investment professionals operating in a culture of collaboration and respect.
Effective risk management is central to investing. Risk management must be built into the entire investment process, from investment selection to portfolio construction and ongoing management.
A foundational set of values guides all of our activities:
means we are committed to the highest standards of business ethics and good governance.
represents our diverse, talented workforce where we encourage, support and reward people in contributing to the full extent of their potential.
is at the heart of what we do. We provide sound financial solutions for our clients and always work with their interests in mind.
is what we pursue through our dedicated people, our quality products and services, and our value-based risk management.
is what we deliver value to our clients and shareholders we serve and to the communities in which we operate.
is how we listen to our clients to provide them with a better experience through innovative products and exceptional service.
Inside Sun Life Investment management
- Aug 21, 2018 - Sun Life Investment Management Welcomes Tom Murphy as Head of Affiliate Development and Business Strategy
- Feb 27, 2018 - Ryan Labs Asset Management Inc. Announces Launch of Defensive Risk Premia (DRP) Strategy
- Dec 1, 2017 - Sun Life Investment Management Welcomes Sam Tillinghast as President, U.S. Private Credit
- Oct 31, 2017 - Sun Life Investment Management Strengthens Canadian Institutional Business with Distribution Team Appointments
- August 20, 2018 – Pensions & Investments – Ten years past the global financial crisis: Lessons learned in fixed income
- Summer 2018 – Rebalancing-Diversification Return: The Opportunity Cost of Illiquid Investments
- Video: Asset TV Masterclass on Liability Driven Investing features Chris Adair
- April 7, 2018 – Money Management Report, Fundmap.com: Gone are the sleepy days of insurance asset management
- March 28, 2018 – Sun Life Institutional Investments (Canada) Inc. Announces Leadership Succession