SunINsight

Q4 - 2013

New! Pre-authorized withdrawal sign up via web - December 9, 2013
Changes to CI Portfolio Series Target Risk Funds - December 2, 2013
Portfolio manager changes for Sun Life MFS Global Value and Sun Life MFS International Value Funds- December 2, 2013
Removal of Cambridge American Equity Segregated Fund from Core Investment Platform - November 18, 2013
Another investment innovation from Sun Life Financial - Nov 6, 2013
MFS McLean Budden Canadian Operations and Fund Name Changes - November 4, 2013
Changes to Sun Life Global Investments Portfolio Management Team - November 4, 2013
Enhanced online reporting now available for DB pension plans - October 25, 2013
Invesco Trimark Organizational Change: Trimark Fund Portfolio Management - October 7, 2013
MFS McLean Budden Organizational Changes - October 7, 2013

Q3 - 2013

CI Signature Income & Growth Fund - Benchmark Change - September 30, 2013
Enhancements to the BlackRock Canada LifePath® and Balanced Index funds - September 30, 2013
Sun Life Emerging Markets Fund sub-advisor change - September 30, 2013
Invesco organizational changes: Trimark Fixed Income team - September 16, 2013
Change to PH&N Balanced Pension Trust - September 9, 2013
Core investment platform additions: Seven new funds add variety - August 19, 2013
Bissett fund name changes: Canadian Equity Segregated Fund, Canadian Balanced Segregated Fund and Bond Segregated Fund - August 19, 2013
Fiera Capital revised investment policies for UBS funds - August 19, 2013
Sun Life MFS McLean Budden equity funds revised investment guidelines - August 19, 2013
Sun Life Financial (and Sun Life) Money Market Fund revised investment guidelines - August 12, 2013
Beutel Goodman organizational changes - August 12, 2013
CC&L Quantitative equity changes and update on CC&L Group Global Fund - August 6, 2013
CC&L High Income Segregated Fund name change - August 6, 2013

Q2 - 2013

Introducing new investments for DB pension plans - July 15, 2013
CC&L eliminates large transaction costs clause from SIP&P - June 3, 2013
Sun Life Financial (and Sun Life) Money Market Fund revised Investment Guidelines - June 3, 2013
Jarislowsky Fraser Limited organizational update - April 29, 2013
UBS (Canada) fund name changes - April 29, 2013
Sun Life Financial Granite Target Risk funds: Update - April 29, 2013
Fidelity Global Fund management change - April 29, 2013
Core investment platform additions: Three new funds increase diversification - April 15, 2013

Q1 - 2013

TD Asset Management organizational changes - March 4, 2013
Invesco organizational changes - March 4, 2013
Fidelity Growth America Fund update - March 4, 2013
Fidelity Investments Canada organizational change - March 4, 2013
Jarislowsky Fraser Limited organizational update - February 19, 2013
Greystone Managed Investments Inc. organizational change - February 19, 2013
Update on Fidelity ClearPath Retirement Portfolios - February 19, 2013
Sun Life Financial Milestone® Funds: Revised SIP&G - February 4, 2013
Sun Life Financial Granite™ Target Risk Funds: Revised SIP&G - February 4, 2013
BlackRock Asset Management (Canada) Limited revised fund profiles - February 4, 2013
Fidelity Global Fund management changes - February 4, 2013
UBS Global Asset Management (Canada) acquired by Fiera Capital - January 14, 2013
Russell Investments: Changes to portfolio management - January 14, 2013
TD acquires Epoch Investment Partners - January 3, 2013