The Real Deal: How Real Assets can improve member outcomes in Capital Accumulation Plans (CAPs)

June 12, 2023

The latest Bright Paper article from Group Retirement Services is now available, The Real Deal: How Real Assets can improve member outcomes in Capital Accumulation Plans (CAPs).

With both equity and fixed income experiencing significant declines recently, it can feel like there is no place to hide. Did you know that real assets were among a handful of funds that had significant positive returns in 2022? Real assets can provide diversification benefits to traditional investments. They may also provide protection against inflation. Now is the time to consider how real assets can improve member outcomes. 

Our new bright paper discusses some key attributes of real assets, including:

  • Real assets are tangible investments like real estate, infrastructure and commodities that have been around for centuries.
  • Large plans (DB & CAP) have been investing in real assets for decades.
  • Real assets can provide many benefits to an investment portfolio like diversification, income, and inflation protection.
  • Some target date and target risk funds include allocations to real assets (either direct or through securities)
  • Real assets are available through investment in stocks (listed real assets) and through direct investment in property and infrastructure. Each approach has its pros and cons.

Access the article through the Sun Life bright paper section or as a downloadable PDF.

Contact your Sun Life GRS Client Relationship Executive or Investment Solutions Executive to learn how real assets can benefit your plans today!