Addition to Sun Life Global Investments Portfolio Management Team

April 28, 2014

Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada).

In March 2014, Chhad Aul joined Sun Life Global Investments (SLGI) as Assistant Vice President and Portfolio Manager. Mr. Aul is a Co-Portfolio Manager on the Sun Life Financial Milestone, Granite Target Date and Target Risk funds and Income strategies with a particular emphasis on the Milestone funds (specifically derivatives transactions and bond trading).

Mr. Aul replaces Jeff Israel, who departed SLGI in September 2013. Mr. Israel was a Co-Portfolio Manager on the Sun Life Financial Milestone, Granite Target Date and Target Risk funds and Income strategies. Sadiq S. Adatia, Chief Investment Officer of SLGI, has continued as lead portfolio manager, making all tactical decisions for the funds since Mr. Israel's departure. Mr. Adatia and Mr. Aul are supported by SLGI's 15-member Product & Investment team, as well as Sun Life Financial's Internal Investment team (over 190 investment professionals) and the International Investment Centre (15 investment professionals).
 
Background
Mr. Aul has over 10 years of experience in developing and managing quantitative investment strategies for clients, with a focus on long/short term and market neutral hedge funds. Prior to joining SLGI, Mr. Aul held positions at State Street Global Advisors, Hillsdale Investment Management and TD Securities.  

Questions?
Please contact your Sun Life Financial Group Retirement Services representative.