SunINsight

Q4 2016

Revised benchmark returns for the BlackRock LifePath Index Series of target date funds December 5, 2016

Organizational changes at Sun Life Global Investments Canada Inc. December 5, 2016

Sun Life to issue special payments from CI and UBS to affected plan members November 28, 2016

New funds added to transition and rollover retirement savings and income plans November 28, 2016

Organizational changes at Sun Life Institutional Investments (Canada) Inc. November 7, 2016

Revised benchmark returns for the Lazard Global Listed Infrastructure Fund October 17, 2016

Revised Statement of Investment Policies for Fiera Capital Segregated Funds October 17, 2016

Organizational changes at MFS Investment Management October 17, 2016

Revised benchmark for the Trimark Fund October 17, 2016

Organizational changes at PIMCO October 17, 2016

 

Q3 2016

Enhancement to the Sun Life Granite Target Risk Series of funds September 6, 2016

Organizational changes at BlackRock Asset Management September 6, 2016

Changes to the CC&L Group Income and Growth Fund September 6, 2016

MFS Investment Management announces pooled fund name change September 6, 2016

Organizational changes at Schroder Investment Management August 15, 2016

Fidelity Canada announces simplified pooled fund names August 2, 2016

Revised SIP&Gs for Granite funds July 25, 2016

Revised Statement of Investment Policies and name change for TD Emerald Hedged Synthetic U.S. Equity Pooled Fund Trust July 25, 2016

Hexavest organizational changes July 4, 2016

Organizational changes at Schroder Investment Management North America Inc. July 4, 2016

MFS Investment Management Organizational Changes July 4, 2016

Invesco Canada organizational changes July 4, 2016

Changes to the CC&L Group Balanced Plus Fund and CC&L Canadian Small Cap Fund July 4, 2016

TD Asset Management organizational changes July 4, 2016

 

Q2 2016

Important changes to the default fund for Group Choices Savings Plans June 20, 2016

Absolute return fund addition to our Core investment platform – another investment evolution June 13, 2016

Addition of the Milestone 2050 and 2055 funds May 30, 2016

Addition of the Fidelity ClearPath target date series to the core investment platform May 16, 2016

Changes to the SLF Short Bond and Long Bond Segregated funds May 16, 2016

Maturity of the MFS LifePlan Retirement 2015 Segregated Fund May 2, 2016

Addition of the MFS LifePlan 2055 Fund May 2, 2016

Changes to the BlackRock LifePath Index Series of funds glidepath May 2, 2016

Revised Statement of Investment Policies for Fiera Capital Segregated Funds May 2, 2016

NEW : Phillips, Hager & North Investment Management Ltd. Organizational Changes May 2, 2016

CI making special payments to investors in selected funds April 18, 2016

Changes to the Beutel Goodman Fixed Income team April 4, 2016

Enhancements to the Granite Series Target Date and Target Risk funds April 4, 2016

Changes to the Sun Life Financial Universe Bond Segregated Fund April 4, 2016

 

Q1 2016

Revised Benchmark Returns for Sun Life Financial Milestone Series of Funds February 16, 2016

Jarislowsky Fraser Limited Organizational Update February 16, 2016

New Real Estate fund added to the DB investment platform from Bentall Kennedy February 8, 2016

Changes to the International Equity offering on the DC Core and DB investment platforms February 1, 2016

Portfolio Management Changes to PH&N U.S. Equity Fund January 11, 2016

Organizational Change at Sprucegrove Investment Management January 11, 2016

Phillips, Hager & North Investment Management Ltd. Organizational Changes January 11, 2016