2017

May 08, 2017

An evolution of our investment platforms

We usually recommend that the investment offerings in a group savings plan are reviewed every three to five years – and that rule applies to us too! We have performed a thorough review of our Core investment platform, looking for opportunities to make improvements based on how the funds were performing, activity of the investment management firms, taking economic and industry trends into consideration. The result was some exciting changes to our Core investment platform.

The details were in the data
Combining in-depth industry research and knowledge with trend analysis of data from our thousands of plan sponsors and over one million plan members, we have enhanced our Core investment platform to better align with current and emerging industry trends. Funds that were similar to each other were removed and we added more unique options, giving you more choices to meet the changing needs of your workforce.

To learn more about how we decided on these enhancements to our platform, please take a look at the Core investment platform overview brochure.

A new investment partner
We are pleased to offer funds from our new investment partner, T. Rowe Price, on our Core investment platform. T. Rowe Price Group, Inc. is a global investment management organization with $810.8 billion in assets under management1. They have offices in 16 countries, with clients in 45 countries all over the world. T. Rowe Price's disciplined, risk-aware investment approach focuses on diversification, style consistency and fundamental research.

New funds
Effective May 15, 2017, the following new funds will be available on our Core investment platform:

Fixed income CC&L Group Bond
Specialty fixed income MFS Canadian Core Plus Fixed Income
MFS Global Fixed Income
PH&N Core Plus Bond
U.S. equity BlackRock U.S. Equity Index Hedged (Registered)
Sun Life MFS U.S. Growth Hedged
Sun Life MFS U.S. Value Hedged
TDAM Low Volatility U.S. Equity (Registered)
TDAM U.S. Shareholder Yield
T. Rowe Price U.S. Large Cap Core Growth Equity
T. Rowe Price U.S. Large Cap Core Growth Equity (Registered)
International equity Hexavest Europac
T. Rowe Price International Concentrated Equity
Global equity BlackRock ACWI Alpha Tilts (Registered)
PH&N Fossil Fuel Free Global Equity
TDAM Low Volatility Global Equity
T. Rowe Price Global Growth Equity

In addition to these enhancements to our Core investment platform, we have also made changes to our DB investment platform. We have added the BlackRock Active Long Bond Plus fund and removed the Invesco Balanced Risk Allocation fund.

What's next?
We hope that you find these enhancements to our Core investment platform interesting and beneficial. We encourage you to reach out to your consultant, advisor or Sun Life Investment Solutions Executive to review your investment lineup every three to five years.

If you are interested in performing a review of your investment offering, consider involving a Sun Life Investment Solutions Executive to help select the funds that are right for your organization. Contact your Sun Life Financial Group Retirement Services representative to get started today!

1 As at December 31, 2016