SunINsight

 Q4 2019

Portfolio Manager Change to Sun Life Sentry Value – December 16, 2019

CC&L Portfolio Manager Departure – December 5, 2019

PHN Balanced Pension Trust Asset Mix Enhancements – October 28, 2019

TD Greystone Asset Management – Fund name changes – October 28, 2019

CI Canadian Investment Portfolio Management Change – October 7, 2019

Addition of (SSGA) WindWise Canadian Managed Volatility Segregated Fund to the Core investment platform – October 7, 2019

BlackRock LifePath® Index 2020 Fund maturity process – October 1, 2019

 

 Q3 2019

Changes to Sun Life’s Core investment platform – September 9, 2019

Update to the maturity process for the BlackRock LifePath® Index 2020 Fund – July 15, 2019

Addition of MFS Responsible Canadian Fixed Income Segregated Fund to the Core investment platform – July 8, 2019

Sun Life Global Investments adds new 2060 funds to Granite Target Date and Multi-Risk Target Date Fund series – July 2, 2019

New MFS Global Fixed Income Fund Portfolio Manager – June 17, 2019

 

 Q2 2019

Bentall Kennedy – GreenOak Merger – May 6, 2019

MFS adds new 2060 fund to LifePlan target date fund series – April 29, 2019

New fund additions to the Core investment platform – April 22, 2019

New global direct real estate fund available on the DB investment platform – April 22, 2019

Update on the Sionna Canadian Small Cap Segregated Fund – April 1, 2019

 

 Q1 2019

MFS adds new 2060 fund to LifePlan target date fund series – March 11, 2019

New fund additions to the Core investment platform – February 11, 2019

Revised benchmark returns for SLGI Funds – January 21, 2019

Name Change to the T. Rowe Price International Concentrated Equity Segregated Fund – January 21, 2019

New names for FTSE TMX Canada indices – January 21, 2019

Sun Life Assurance Company of Canada – Segregated Fund Name Changes – January 21, 2019