Exclusive Access to World-Class Investment Managers

The Sun Life Private Investment Pools bring together a collection of strategically selected world-class investment managers with deep institutional experience, proven track records and risk management expertise.

KBI Global Investors
  • KBI Global Investors was established in 1980
  • Manages investments for an institutional, globally diverse client-base (UK, Europe, North America and Asia)
  • A pioneer in Natural resource equity investing since 2000 with a strong commitment to environmental, social & governance (ESG) investing

Lazard Asset Management
  • Lazard Asset Management has a history tracing back to 1848
  • Known for a global view on investing and vast experience with global, regional, and domestic portfolios

MFS Investment Management
  • MFS Investment Management was established in 1924, and is one of the oldest asset management companies in the world
  • Ranked as the 26th largest U.S money management firm1 and 10th largest U.S. mutual fund manager2
  • Launched America’s first mutual fund
  • Acquired by Sun Life in 1982

SLC Management
  • SLC Management is a global institutional asset manager
  • Deep expertise in fixed income (public, private and real estate debt)
  • More than 200 investment professionals with over 1,000 institutional clients

Wellington Management
  • The parent company of Wellington Management Canada ULC was established in 1928
  • One of the largest asset managers in the world
  • More than 800 investment professionals—240 dedicated to fixed income

Information as of September 30, 2019, unless noted otherwise.

1. Institutional Investor, April 2019, based on December 31, 2018, data (https://www.institutionalinvestor.com/research/7873/America-s-Top-300-Money-Managers)
2. Strategic Insight, as of December 31, 2018.