Build well-balanced and robust model portfolios to align with your clients’ financial goals, risk profiles, time horizons, and more.
Portfolio Assessment
Access market and manager insights to help you evaluate and optimize your model portfolios.
Investment Selection
Build robust model portfolios that combine strategic intelligence on asset allocation, risk management and investment factors.
Sharpen your approach
Experience how this service can enable best-in-class investment management practices.
Building resilient portfolios isn’t just about choosing products, it’s about designing investment strategies that align with your clients’ goals and adapt to unpredictable markets.
That’s where our Portfolio Construction and Investment Strategy team can help – Partnering with advisors to build, optimize and stress test portfolios using advanced tools and research.
They leverage the open-architecture expertise of our Multi- Asset Solutions Team, bringing together global insights and individualized application to uncover risks and strengthen outcomes.
Whether you’re seeking a second opinion, looking to refine your client offering, or testing how your portfolios hold up in different market environments, our Portfolio Construction & Investment Strategy team is here to support you every step of the way.
For more information, reach out to your wealth sales team.
Building blocks to support your practice
Risk management
Identify risks and implement key diversification strategies to strengthen your model portfolio’s resilience through the market’s ups and downs.
Asset consolidation
Navigate the product universe and identify solutions aligned with your clients’ goals, while reducing the non-essential products in your investment practice.
Stronger portfolios. Built together.
Experience the strength of Sun Life Global Investments.
Deep expertise to back your portfolio
The Portfolio Construction & Investment Strategy Team taps into the open architecture expertise of our Multi-Asset Solutions Team to deliver deep diversification, manager selection and tactical asset allocation experience to the portfolio construction process.
Commentary
An educational and informative look at industry issues, market commentary and our thoughts about investing.
Investor Education
Articles to help investors get started and better understand investing strategies.
Contact us
If you’d like to learn more about our Portfolio Construction and Investment Strategy Team, please contact our Wealth Sales Team at 1-877-837-7844.
FOR ADVISOR USE ONLY.
Service provided by the Sun Life Global Investments Portfolio Construction and Investment Strategy Team are exclusive to financial advisors and are not available to individual investors.
Information in the reports produced by the Portfolio Construction and Investment Strategy Team should not be considered an indication of trading intent of any mutual funds managed by SLGI Asset Management Inc. and are not a recommendation to buy or sell any security. SLGI Asset Management Inc. does not manage the portfolios depicted in the reports produced by the Portfolio Analyzer for individual investors.