SunINsight

Q3 2017

Organizational Changes at BlackRock – July 31, 2017

Portfolio management changes at TD Asset Management – July 24, 2017

Revised SIP&P for Bentall Kennedy Prime Canadian Property Fund – July 24, 2017

 

Q2 2017

Changes to the SIP&Ps for the Sun Life Financial Granite Target Date and Multi-Risk Target Date Series of funds – June 19, 2017

Organizational changes at Bentall Kennedy – May 8, 2017

Revised Statement of Investment Policies and Guidelines for Greystone Target Duration 3-Year Fund – May 8, 2017

Organizational changes at Sentry Investments Inc. – May 8, 2017

Changes to MFS Funds – May 1, 2017

 

Q1 2017

Portfolio management changes to the PH&N U.S. Equity Fund – March 20, 2017

Organizational changes at Hexavest Inc. – March 20, 2017

December 2016 rates of return revisions – February 27, 2017

Organizational changes at Beutel Goodman: Addition of Stanley Wu – February 27, 2017

Revised SIP&P for Sun Life Multi-Strategy Target Return Fund – February 27, 2017

Changes to the listed real estate component of the Sun Life Managed Income and Managed Enhanced Income Segregated Funds – February 13, 2017

Closure of the Sun Life MFS Global Value Segregated Fund to new clients – January 30, 2017

Adjusting base interest rates to better serve clients – January 16, 2017

Revised benchmark returns for the CI Portfolio Series – January 16, 2017

CC&L – Revised Statement of Investment Policies and Procedures for multiple funds – January 9, 2017

Franklin Templeton Investments announces change to fund name – January 9, 2017

Jarislowsky Fraser – Revised Investment Policy Guidelines for multiple funds – January 9, 2017

Organizational changes at Jarislowsky Fraser: Departure of Stanley Wu – January 9, 2017

Organizational changes at MFS – January 9, 2017

Sun Life Institutional Investments (Canada) Inc. Organizational Changes – January 9, 2017

Organizational changes at TD Asset Management Inc. – January 9, 2017