- The Investment Review is our primary investment report for plan sponsors. It is prepared quarterly and includes an in-depth review of the funds in your line-up.
We continually monitor all the funds on our investment platforms but we stick a stake in the ground on a quarterly basis by conducting a review of all investment funds. We receive detailed qualitative and quantitative information to refresh our knowledge. The culmination of our due diligence process is updated evaluations of each fund. This information is captured in several Client deliverables:
We provide you or your consultant with detailed and timely information on significant events at investment management firms or with specific funds. This can include:
This will provide you with meaningful insight and help to assist you with your governance responsibilities.
Sun Life provides you with access to over 140 investment options that cover a wide selection of complementary investment styles from many of Canada’s leading investment managers. These investment managers were chosen according to our established criteria, with a thorough review of their performance and commitment to their business.
Our core investment platform provides you with portfolio solutions and individual (single asset class) funds covering a comprehensive range of risk tolerance levels, personal savings styles and life stages with a variety of traditional asset classes and specialty investment options which help meet the needs of current and evolving demographic trends.