Our new Bright Paper reports are here!
We’re excited to announce the launch of our latest Bright Paper reports:
Our global equity manager is underperforming – should we worry?
This report highlights important topics related to global equity investing, particularly focusing on how recent trends are impacting investment strategies. It looks at how the concentration in major stocks, often referred to as the ‘Magnificent 7’, have made them the dominant contributors to market returns. The report emphasizes that fiduciaries should take a broader approach to performance evaluation. This approach considers manager style, process and philosophy, as well as the plan member experience of absolute returns.
Download the global equity report to learn more.
Are ETFs an obvious choice for Capital Accumulation Plans?
Passive or index investing is a compelling option within Capital Accumulation Plans (CAP). While pooled index funds are currently the common option for passive investing, Exchange Traded Funds (ETFS) may be another obvious choice to offer plan members. The article explores key considerations for CAP sponsors when comparing pooled index funds to ETFs. This includes fees and expenses, record-keeper fees, brokerage commissions and transaction fees.
Download the ETFs report to learn more. You can also access both articles through the Sun Life bright paper section.
Questions? We’re here to help.
Contact your Sun Life Group Retirement Services representative.
*Please Note: In Quebec, Group annuity plan advisors under the contact section.