2016

December 05, 2016

Organizational changes at Sun Life Global Investments Canada Inc.

Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. Sun Life Assurance Company of Canada purchases units of the funds listed below, which are established as segregated funds in accordance with the Insurance Companies Act (Canada).

In June 2016, Chhad Aul, Assistant Vice President and Portfolio Manager, was promoted to Vice President and Portfolio Manager at Sun Life Global Investments Canada Inc. (SLGI). Mr. Aul is a Co-Portfolio Manager for the following funds available on Sun Life Financial's Core investment platform:

  • Sun Life Financial Milestone series of funds (Milestone funds)
  • Sun Life Financial Granite Target Date Series of funds and Granite Multi-Risk Target Date Series of funds (collectively, Granite Target Date funds)
  • Sun Life Financial Granite Target Risk series of funds (Granite Target Risk funds).

Mr. Aul has co-managed these funds since March 2014 alongside Sadiq Adatia, Chief Investment Officer and Portfolio Manager. In his new role, Mr. Aul will continue to report to Mr. Adatia.

In addition, effective June 2016, Kathrin Forrest joined SLGI as Assistant Vice President and Portfolio Manager. Ms. Forrest is responsible for the portfolio management duties for the Milestone funds and underlying fund manager oversight for the Granite Target Date and Granite Target Risk funds. Additionally, Ms. Forrest leads the risk management function for SLGI's Multi-Asset funds. Ms. Forrest reports to Mr. Aul. Previously, Ms. Forrest was Assistant Vice President, Product and Strategy at Sun Life Institutional Investments (Canada) Inc.

There are no changes to the investment objectives or approaches of the aforementioned funds as a result of this announcement.

Questions?
Please contact your Sun Life Financial Group Retirement Services representative.