SunINsight

Q4 - 2014

Organizational changes at PIMCO - December 8, 2014

Beutel Goodman Fixed Income Team Changes - November 17, 2014

MFS Appoints new Co-Chief Executive Officer - November 10, 2014

Sun Life MFS U.S. Equity Fund Compliance Update - November 10, 2014

TDAM Fixed Income Organizational Update - November 10, 2014

Revised Statement of Investment Policies and Guidelines for Beutel Goodman Small Cap and Canadian Equity Funds - October 20, 2014

Organizational Changes at Sprucegrove Investment Management - October 20, 2014

Jarislowsky Fraser U.S. Equity fund becomes available to non-registered assets- October 6, 2014

Maturity of BlackRock Canada LifePath® 2010 and 2015 Target Date funds- October 6, 2014
 

Q3 - 2014

Revised benchmark returns for the Templeton Global Bond Fund - September 29, 2014

Update on Bentall Kennedy Canadian Real Estate Plus Segregated Fund - September 29, 2014

Sun Life Financial adds TDAM U.S. Market Index Fund (Registered) to DC Core and DB investment platforms - September 8, 2014

Changes to PH&N funds - September 8, 2014

Organizational changes to the Invesco Trimark Fixed Income team - September 8, 2014

Changes to the non-North American component of the Greystone Balanced Fund - September 2, 2014

Revised Benchmark Allocations for the Sun Life Managed Income Portfolio - July 14, 2014

Organizational changes at TD Asset Management - July 14, 2014

 

Q2 - 2014

New names for DEX Bond Indices - June 16, 2014

Revised SIP&G for select BlackRock, Dynamic, Sentry and MFS funds - June 9, 2014

Sun Life MFS U.S. Growth Fund Portfolio Management Change - June 9, 2014

Revised SIP&G for CI Portfolio Series Growth & Maximum Growth - June 9, 2014

BlackRock MSCI Emerging Markets Index Segregated fund added to our DB investment platform - June 9, 2014

Granite Target Date and Multi-Risk Target Date update - May 12, 2014

Sun Life Financial Milestone® Funds Updated SIP&G - May 12, 2014

Organizational Changes at Fidelity Investments Canada - May 12, 2014

Revised SIP&G: Sun Life Financial Granite Series of Target Risk Segregated Funds - May 12, 2014

CI Investments (Signature) Organizational Changes - May 5, 2014

Beutel Goodman Revised SIP&G - April 28, 2014

Addition to Sun Life Global Investments Portfolio Management Team - April 28, 2014

Addition to the Invesco Trimark Fixed Income team - April 14, 2014

Connor, Clark & Lunn Investment Management Ltd. Organizational Update - April 7, 2014

 

Q1 - 2014

BlackRock Asset Management (Canada) Limited revised fund profiles - March 17, 2014

Connor, Clark & Lunn Investment Management Ltd. revised Statement of Investment Policies and Procedures - March 17, 2014

Sun Life MFS U.S. Growth Fund Portfolio Management Change - March 17, 2014

Revised performance for Templeton Global Stock Trust and Templeton International Stock Trust Segregated Funds - March 17, 2014

Revised SIP&G: Sun Life Financial Granite Series of Target Date and Multi-Risk Target Date Segregated Funds - March 3, 2014

Organizational changes at Jarislowsky Fraser Limited - March 3, 2014

We've grown our Core and DB investment platforms with two Sprucegrove funds! - February 24, 2014

CC&L Canadian Small Cap fund closed to new clients - February 18, 2014

Changes to MFS Investment Management fund names - February 18, 2014

Greystone Canadian Equity and Balanced Fund revised Investment Policy - February7, 2014

Organizational changes at Fidelity Investments Canada - February7, 2014

Organizational changes at Invesco Perpetual - February7, 2014

Greystone Managed Investments Inc. Organizational Changes - January 20, 2014

Fiera Capital organizational changes within CIO's Office - January 20, 2014

Revised SIP&G: Sun Life Financial Granite Series of Target Risk Segregated Funds - January 20, 2014

New Year, New funds! Ten funds add diversity to Core investment platform - January 13, 2014

Revised Benchmarks: Sun Life Financial Granite Funds and Milestone Funds - January 13, 2014

Enhancements to MFS LifePlan Target Date and Target Risk funds - January 13, 2014

Fiera Capital foreign equity funds added to Core platform and transition of UBS foreign equity funds - January 13, 2014

Jarislowsky Fraser Ltd. Revised SIP&G - January 6, 2014

Changes to the Invesco Trimark Fixed Income team - January 6, 2014