Latest news
Past communications
March 19, 2026
Invesco Global Small Cap Equity Portfolio Manager Update
In late 2025, Invesco announced a portfolio management change to the Invesco Global Small Cap Equity Fund (“the Fund”).
March 9, 2026
Addition of the MFS Blended Research Global Equity Segregated Fund to the Core investment platform
We’re pleased to announce the addition of the MFS Blended Research Global Equity Segregated Fund (the Fund) to the Core investment platform.
March 9, 2026
Watch List Summary for Q4 2025 is now available
Published quarterly, the Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring.
March 9, 2026
On February 24, 2026, Connor, Clark & Lunn Investment Management Ltd. (“CC&L”) announced that it will close its Quantitative (“Q”) Canadian Equity strategies to new clients.
March 5, 2026
Portfolio manager changes to Baillie Gifford Global Alpha fund
In late 2025, Baillie Gifford announced that Global Alpha’s Portfolio Manager (PM) Spencer Adair would be retiring on March 31, 2026.
February 19, 2026
In 2024, CC&L announced the expected retirement of Head of Fixed Income, David George. Sun Life issued a communication at that time.
February 12, 2026
Schroders decided to close the Diversified Growth Fund (DGF), which is available on the Sun Life platform.
February 12, 2026
CI Global Asset Management to Acquire Invesco Canada Funds
On January 13, 2026, Invesco Ltd. (“Invesco”) and CI Global Asset Management (“CI GAM”) announced an agreement whereby CI GAM will become the manager of 100 mutual funds and exchange-traded funds currently offered by Invesco Canada Ltd.
February 12, 2026
Updates to the Fidelity ClearPath Target Date Funds’ glidepath and strategic asset allocation
Fidelity Investments Canada recently announced that they will be making changes to the Fidelity ClearPath® Portfolios’ glidepath and strategic asset allocation in Q1 2026.
February 12, 2026
Franklin Global Real Assets Segregated Fund – Addition of Portfolio Manager
Franklin Templeton Investments (FTI) announced the promotion of Sam Roach to Portfolio Manager (PM) for the Franklin Global Real Assets Segregated fund (the Fund) as of September 30, 2025.
January 22, 2026
Heads-up: Addition of Sun Life Granite Index+ Target Date Funds to the Core investment platform
Sun Life Group Retirement Services (GRS) is pleased to announce the upcoming addition of the Sun Life Granite Index+ Target Date Segregated Funds (Granite Index+ Funds).
January 12, 2026
Invesco Global Listed Real Estate Segregated Fund Closure and Asset Transfer
Effective immediately, Sun Life will no longer offer the Invesco Global Listed Real Estate Segregated Fund (the discontinued fund) as part of the Core investment platform. We’ll close the discontinued fund on June 3, 2026.
January 12, 2026
Fiera Canadian Equity Small Cap Core Segregated Fund Closure and Asset Transfer
Fiera Capital Corporation (Fiera) announced on December 4, 2025 that they will close the Fiera Canadian Equity Small Cap Core underlying pooled fund on or before March 31, 2026.
December 11, 2025
Jarislowsky, Fraser Limited Consolidation with 1832 Asset Management L.P.
Jarislowsky, Fraser Limited (“JFL”) announced that on November 1, 2025, its business and operations will be transferred to and consolidated into 1832 Asset Management L.P. (“1832 AM”.) 1832 AM is a subsidiary of Scotiabank and an affiliate of JFL.
December 11, 2025
The Beutel Goodman Canadian Equity Segregated Fund (“Segregated Fund”) received a special distribution in November 2025. The Segregated Fund invests in units of the Beutel Goodman Canadian Equity Fund, Class I (the “underlying fund”).
December 04, 2025
Templeton Global Bond Segregated Fund Closure and Asset Transfer
Sun Life Group Retirement Services (GRS) regularly reviews the Core investment platform in response to Client interest and evolving fund offerings in the market.
December 01, 2025
Watch List Summary for Q3 2025 is now available
Published quarterly, the PDF Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring.
November 27, 2025
Addition of the PH&N Long Core Plus Bond Fund to the Defined Benefit investment platform
We’re pleased to announce the addition of the PH&N Long Core Plus Bond Segregated fund (the Fund) to the DB investment platform.
November 27, 2025
MFS Global Equity Segregated Fund – Tax Impact for Non-Registered Members
The MFS Global Equity Segregated Fund (“Segregated Fund”) received multiple special distributions in 2025.
November 24, 2025
Removal from the Sun Life Core Investment Platform: Morgan Stanley Global Franchise Segregated Funds
Sun Life Group Retirement Services regularly reviews the Core investment platform in response to Client interest and evolving fund offerings in the market.
November 13, 2025
Jarislowsky Fraser Balanced and Global Balanced personnel changes
Jarislowsky Fraser (JF) recently announced that Antoine Potter, Head of Fixed Income had left the firm.
November 3, 2025
Funds and Benchmarks Returns for Q3 2025
Please find attached the updated funds and benchmarks for the quarter ending September 30, 2025.
October 30, 2025
BlackRock adds new 2070 fund to the LifePath® Index target date funds series
BlackRock Asset Management Canada Limited (BlackRock) has added a new fund to the LifePath® Index target date fund series.
October 30, 2025
Changes to BlackRock LifePath target date funds in 2026
BlackRock Asset Management Canada Ltd. (“BlackRock”) recently announced some changes to the LifePath® Target Date funds (the Funds).
October 23, 2025
Mawer Global Equity Fund Portfolio Manager and Leadership Changes
In July 2025, Mawer announced that Paul Moroz would be re-assuming the role of Lead Portfolio Manager (PM) on the Mawer Global Equity Fund (the Fund).
October 16, 2025
Maturity of the MFS LifePlanTM 2025 Retirement Segregated Fund
MFS Investment Management Canada Ltd. (MFS) has announced that the MFS LifePlanTM 2025 Retirement Segregated Fund (“LifePlan 2025 Fund”) will mature at the end of October 2025.
October 9, 2025
Update to SL MFS US Growth Team
In May 2025, MFS announced that Eric Fischman, a Portfolio Manager on the Sun Life MFS U.S. Growth Segregated Fund (U.S. Growth), will transition off the strategy effective June 1, 2026.
October 9, 2025
PH&N Balanced Pension Trust Segregated Fund Changes within Global equities
PH&N recently announced significant changes to the underlying Global Equity funds in the PH&N Balanced fund.
October 2, 2025
SLC Management (“SLC”) has announced the departure and retirement of two key members of its team.
September 25, 2025
Sun Life Multi-Strategy Real Asset Segregated Fund Changes
Sun Life Global Investments (“SLGI”) recently announced significant changes to the underlying funds in the MS Real Asset fund.
September 11, 2025
Addition to the Fidelity Canadian Core Equity Institutional Trust PM team
Fidelity recently announced that they have introduced a co-portfolio manager (co-PM) structure for the Fidelity Canadian Core Equity Institutional Trust Segregated Fund (the Fund).
September 11, 2025
The Sun Life Global Investments (SLGI) Multi-Asset Solutions Team recently announced changes to the Sun Life Multi-Strategy Bond Segregated Fund (Bond Fund).
September 11, 2025
Sun Life Multi-Strategy Core Plus Segregated Fund Closure and Asset Transfer
SLGI Asset Management (SLGI) has decided to close the Sun Life Multi-Strategy Core Plus Segregated Fund (discontinued fund).
September 11, 2025
The Sun Life Global Investments (SLGI) Multi-Asset Solutions Team recently made changes to the Granite Target Date and Granite Multi-Risk Target Date series of segregated funds (Granite TDFs), as well as the Sun Life Granite Target Risk Series of Segregated Funds (Granite TRFs).
September 11, 2025
Addition of the RBC Canadian Core Real Estate Segregated Fund to the Sun Life DB Investment Platform
Plan sponsors don’t need to take any immediate action as a result of this update. You may wish to consider whether the new fund would be a suitable addition to your Defined Benefit (DB) plan, or within specialty custom portfolios in Capital Accumulation plans.
September 11, 2025
Update on the BlackRock ACWI Islamic Equity Index Segregated Fund (Shariah Fund)
We are providing an update on the BlackRock ACWI Islamic Equity Index Segregated Fund (“Shariah Fund”).
August 14, 2025
The TDAM Low Volatility Canadian Equity Segregated Fund (“Segregated Fund”) received a special distribution in May 2025. The Segregated Fund invests in units of the TD Emerald Low Volatility Canadian Equity Pooled Fund Trust (the “underlying fund”).
August 11, 2025
Re-addition of the MFS Balanced Value Segregated Fund on the Core investment platform
Plan sponsors don’t need to take any immediate action as a result of this update. If you already offer the MFS Balanced Value Segregated Fund in your plan, then this update doesn’t affect you.
August 05, 2025
Addition of Fidelity ClearPath® Index Plus Target Date Funds to the Core investment platform
Sun Life Group Retirement Services (GRS) is pleased to announce the addition of the Fidelity ClearPath® Index Plus Series of Target Date Segregated Funds (Index Plus) to our core investment platform.
August 05, 2025
We’re writing to inform you of a potential tax impact for one of the funds in your Non-Registered (taxable) plan(s).
July 28, 2025
Funds and Benchmarks Returns for Q2 2025
Please find attached the updated funds and benchmarks for the quarter ending June 30, 2025.
July 24, 2025
MFS Global Equity Segregated Fund – Special Distribution and Tax Impact for Non-Registered Members
The MFS Global Equity Segregated Fund (“Segregated Fund”) received a special distribution in February 2025. The Segregated Fund invests in units of the MFS Global Equity pooled fund (the “underlying fund”). The underlying fund made the special distribution.
July 24, 2025
Portfolio Manager Addition to the BGO Prime Canadian Property Fund
Earlier this year, BGO announced the appointment of Tunde Akinyemi as Vice President, Associate Portfolio Manager (PM) of the BGO Prime Canadian Property fund (BGO Prime). BGO Prime is available on our Defined Benefit investment platform.
July 24, 2025
Maturity of the TD Greystone 2025 Target Date Plus Segregated Fund
TD Asset Management Inc. (TDAM) has announced that the TD Greystone 2025 Target Date Plus Segregated Fund (“TD Greystone 2025 Fund”) will mature by the end of 2025.
July 17, 2025
Personnel Changes to the Global Alpha Global Small Cap Equity Segregated Fund
In Q1 2025, Global Alpha announced that Tracy Li, Portfolio Manager (PM) of the Global Alpha Global Small Cap Equity fund decided to leave the firm for personal reasons. Li joined the firm as an intern in 2017 and became an analyst in 2018, covering the Financials and Information Technology (IT) sectors for the Asia region. Li was promoted to PM in 2024.
July 17, 2025
Portfolio Manager changes to the Capital Group Global Equity Segregated Fund
Capital Group announced the upcoming retirement of Portfolio Manager (PM) Jeremy Burge. Burge will retire from the firm effective September 1, 2025, but will transition off the Capital Group Global Equity Fund on July 1, 2025. Burge’s retirement will come after a 43-year career, with 23 years at Capital Group. Burge has been a PM on the Global Equity Fund (the Fund) for the last six years. He is also the Principal Investment Officer (PIO) for the fund.
July 17, 2025
MFS LifePlan Target Date Funds Enhancements
MFS Investment Management Canada Ltd. (“MFS”) recently announced enhancements to the LifePlan Target Date fund series (LifePlan funds).
July 03, 2025
Portfolio manager addition to Baillie Gifford Global Alpha fund
Baillie Gifford announced that Michael Taylor would be joining the Global Alpha strategy team on March 31, 2025, expanding the number of decision makers from three to four.
June 19, 2025
Portfolio Manager Change to the MFS International Equity Fund
In Q1 2025, MFS announced that Daniel Ling, Portfolio Manager (PM) of the MFS International Equity fund will be retiring on June 30, 2026. Ling joined MFS in 2006 and has been a PM on the strategy since 2009.
June 19, 2025
Sun Life Group Retirement Services (GRS) is pleased to announce the upcoming addition of the Fidelity ClearPath Index Plus Series of Target Date Funds (the Funds). The Funds will be available on our Core investment platform in July 2025.
June 12, 2025
Re-opening of Beutel Goodman Canadian Equity Fund on the Core investment platform
On May 1, 2025, the Beutel Goodman Canadian Equity Segregated Fund (the Fund) is available to plan sponsors who don’t already offer it in their line-ups.
June 12, 2025
Re-opening of CC&L Canadian Small Cap Segregated Fund on the Core investment platform
On May 1, 2025, the CC&L Canadian Small Cap Segregated Fund (the Fund) is again available to clients who don’t already offer it in their line-ups.
June 12, 2025
MFS Allocation (Target Risk) Series Enhancements
MFS Investment Management Canada Ltd. (“MFS”) recently announced enhancements to the MFS Target Risk fund series. (MFS Target Risk). MFS Target Risk is currently offered as a three-fund series.
June 12, 2025
Important updates for the TD Greystone Target Date Plus Funds
TD Asset Management (TDAM) recently announced changes to the TD Greystone Target Date Plus fund series (Target Date Plus), as well as changes to the portfolio management team.
June 5, 2025
Fidelity True North Segregated Fund is closing and replaced with Fidelity Canadian Institutional Segregated Fund.
May 22, 2025
Addition of the Fidelity Canadian Equity Institutional Fund to the Core investment platform
We’re pleased to announce the addition of the Fidelity Canadian Equity Institutional Segregated Fund to the Core investment platform as of June 1, 2025.
May 22, 2025
SLC Management Leadership Update for Public Fixed Income
On March 31, 2025, Doug Gardiner, Portfolio Manager (PM) and Head of Public Fixed Income at SLC Management (SLC), retired.
May 20, 2025
Closure of Sun Life Unconstrained International Equity Segregated Fund
Effective immediately, Sun Life will no longer offer the Sun Life Unconstrained International Equity Segregated Fund (the Fund) as part of the Core investment platform.
May 20, 2025
Funds and Benchmarks Returns for Q1 2025
Please find attached the updated funds and benchmarks for the quarter ending March 31, 2025.
May 15, 2025
Maturity of the Sun Life Granite 2025 Segregated Funds
Sun Life Global Investments (SLGI) has announced that the Sun Life Granite® 2025 Target Date and Multi-Risk Target Date Segregated Funds (“Granite 2025 Funds”) will mature in July 2025.
May 15, 2025
Fiera U.S. Equity and International Equity Funds No Longer Marketed
Sun Life Group Retirement Services (GRS) regularly reviews the Core investment platform in response to Client interest and evolving fund offerings in the market.
May 15, 2025
Call to Action for plan sponsors to review the CI Portfolio Series Target Risk funds
CI Portfolio Series have been on the GRS Investment Solutions Watch List since 2020, either as Additional Monitoring or on Watch.
May 01, 2025
You don’t have to take action if you agree with the replacement fund described below.
April 17, 2025
Addition of the MFS Global REIT Fund to the Core investment platform
We’re pleased to announce the addition of the MFS Global REIT segregated fund (the Fund) to the Core investment platform as of May 1, 2025.
April 17, 2025
Sun Life designated the BGO Canadian Real Estate Plus Segregated Fund (“BGO Plus Fund”) as accepting Registered Assets (non-taxable) only effective December 31, 2024.
April 10, 2025
Changes in the Sun Life Financial Voluntary Retirement Savings Plan (VRSP)
The Sun Life 2025 Target Date Segregated Fund (“Sun Life 2025 Fund”) is approaching maturity.
March 27, 2025
Name Changes to the PH&N Fossil Fuel Free and PH&N Future Solutions Bond segregated funds
Effective March 31, 2025, Sun Life will update the fund names of the PH&N Fossil Fuel Free and the PH&N Future Solutions Bond segregated funds (the Funds).
March 27, 2025
Personnel changes impacting PH&N U.S. Equity and PH&N Canadian Equity Value
PH&N recently announced changes affecting the portfolio management teams responsible for the PH&N U.S. Equity fund and PH&N Canadian Equity Value fund.
February 27, 2025
Addition of three PH&N RBC VisionTM Screened Funds to the Core investment platform
We’re pleased to announce the addition of three PH&N RBC Vision segregated funds to the Core investment platform, including the Choices (rollover) platform.
February 24, 2025
Watch List Summary for Q4 2024 is now available
The Watch List makes it easier for plan sponsors to keep up to date on potential issues with investment managers or specific funds
February 20, 2025
Maturity of the Sun Life 2025 Milestone® Segregated Fund
On June 30, 2025, the Sun Life 2025 Milestone® Segregated Fund (“Milestone 2025”) will reach maturity.
February 13, 2025
Sun Life Multi-Strategy Canadian Equity Segregated Fund - Change in One Underlying Fund
Sun Life Global Investments (SLGI) recently made a change to an underlying component of the Sun Life Multi-Strategy Canadian Equity Fund (the “Fund”).
February 06, 2025
JFL Portfolio Management Team Update
In the fourth quarter of 2024, Jarislowsky, Fraser Limited (JFL) announced the upcoming retirements of Chris Kresic, Head of Fixed Income, and Asset Allocation, and Marc Novakoff, Portfolio Manager, Emerging Markets Equities.
February 06, 2025
MFS Responsible and Sun Life Dynamic Segregated Funds closures and asset transfers
Sun Life regularly reviews the fund offerings in response to client interest and evolving fund offerings in the market.
February 03, 2025
Funds and Benchmarks Returns for Q4 2024
Please find attached the updated funds and benchmarks for the quarter ending December 31, 2024.
January 20, 2025
MFS US Large Cap Value Strategy - Retirement of Portfolio Manager
In the third quarter of 2024, MFS Investment Management (MFS) announced that Nevin Chitkara will retire in May 2026.
January 20, 2025
Update to Mawer U.S. Equity Research Team
In the second half of 2024, Mawer experienced significant turnover within its U.S. Equity research team. The team manages the Mawer U.S. Equity strategy and supports the Mawer Global Equity strategy.
January 20, 2025
In the fourth quarter of 2024, SLC Management (SLC) announced that it would be updating its Offering Memorandum (OM), effective January 31, 2025.
January 13, 2025
Update on the BlackRock Real Return Bond Index Segregated Fund
Starting March 31, 2025, BlackRock Asset Management Canada Limited (“BlackRock”) will implement the following changes to the BlackRock Real Return Bond Index Fund (“the Fund”)
January 13, 2025
Update to the CI Portfolio Series Maximum Growth Fund
In the third quarter of 2024, CI Global Asset Management (CI GAM), announced investment strategy changes to the CI Maximum Growth Fund (the Fund).
December 12, 2024
Closure of WindWise Canadian Managed Volatility Segregated Fund
Sun Life Group Retirement Services (GRS) regularly reviews the Core investment platform in response to Client interest and evolving fund offerings in the market.
December 12, 2024
Enhancements to the Sun Life Granite Target Risk funds
In November 2024, SLGI Asset Management (SLGI) announced changes to two of the funds held within the Sun Life Granite Target Risk Series of Segregated Funds (Granite TRFs).
December 12, 2024
Updates to TD Greystone Target Date Plus Fund Series
TD Asset Management Inc. (TDAM) has announced updates to the TD Greystone Target Date Plus Funds (Target Date Plus).
December 12, 2024
Updates to the Sun Life Granite Target Date and Multi-Risk Target Date funds
In November 2024, SLGI Asset Management (SLGI) announced changes to two of the funds held within the Granite Target Date and Granite Multi-Risk Target Date series of segregated funds (Granite TDFs).
December 12, 2024
Watch List Summary for Q3 2024 is now available
Published quarterly, the Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring.
December 05, 2024
The 2025 RRSP season is fast-approaching! Sun Life is once again running an RRSP campaign and will reach out to plan members to encourage them to enrol in, and/or contribute to, their Registered Retirement Savings Plan (RRSP).
November 21, 2024
Invesco Global Real Estate (Listed) Team Updates
Invesco has announced multiple changes to the team that manages the Invesco Global Real Estate (Listed) Segregated Fund (the “Fund”).
November 21, 2024
Personnel Changes to the TDAM Canadian Fixed Income Team
In the summer of 2024, TD Global Investment Solutions (TDGIS) announced changes to the portfolio management and credit teams that support the TDAM Canadian Core Plus Bond Segregated Fund (“Core Plus”) and TDAM Active Canadian Corporate Bond Segregated Fund (“Corporate Bond”).
November 14, 2024
Update to TDAM Global Equity Shareholder Yield Investment Team
In June 2024, TD Global Investment Solutions (TDGIS) announced that two co-PM’s on TDAM Global Shareholder Yield, Michael Welhoelter and John Tobin, would be retiring on Dec 31, 2024.
October 28, 2024
CC&L Fundamental Equity Team Update
In August 2024, Connor Clark & Lunn (“CC&L”), announced planned changes to the Fundamental Equity team (“the team”) as well as some team departures.
October 15, 2024
Revised Benchmark returns for the Sun Life Milestone Target Date Segregated Funds
SLGI Asset Management Inc. (SLGI) recently notified Sun Life Group Retirement Services (GRS) that benchmark returns for the Sun Life Milestone Target Date Segregated Funds (“Milestone Funds”) reported in Morningstar® were incorrect.
October 07, 2024
BGO Canadian Real Estate Plus and BGO Prime Canadian Benchmark Change
Effective October 1, 2024, BentallGreenOak (BGO) will implement a benchmark change for the Canadian Real Estate Plus Fund (REP Fund) and BGO Prime Canadian Property Fund (Prime Fund). The REP Fund invests in the Prime Fund as the direct commercial real estate component.
September 30, 2024
In September 2024, BGO announced some staffing changes that affect their Portfolio Management team and Transaction teams.
September 16, 2024
Capital gains campaign for members in Non-Registered plans
Sun Life Group Retirement Services (GRS) will launch an awareness campaign about capital gains or losses in Non-Registered (Taxable) plans for members in these plans.
September 03, 2024
We’re pleased to announce the addition of Boston Partners Global Investors, Inc. (Boston Partners) as a new investment manager on Sun Life’s core platform.
September 03, 2024
Watch List Summary for Q2 2024 is now available
Published quarterly, the Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring.
August 19, 2024
BlackRock Asset Management Canada Limited (BlackRock) has announced the upcoming closure of the BlackRock LifePath® Index 2020 Segregated Fund (LifePath® 2020 Fund) and the maturity of the BlackRock LifePath® Index 2025 Segregated Fund (LifePath® 2025 Fund).
August 19, 2024
Updated Investment Policy for the MFS Allocation (Target Risk) Funds
On June 28, 2024, MFS Investment Management (MFS) made minor changes to the Statement of Investment Policies and Procedures (SIP&P) of the Allocation (Target Risk) funds – namely the MFS Conservative Allocation, MFS Moderate Allocation and MFS Growth Allocation (the Funds).
August 19, 2024
BlackRock Balanced Index (Target Risk) Funds Benchmark Changes
As of August 1, 2024, BlackRock Asset Management Canada Limited (BlackRock) changed the benchmarks for the three Balanced Index Funds (Target Risk Funds) available on Sun Life’s platform.
August 19, 2024
Changes to the Sun Life Target Date Funds in the Voluntary Retirement Savings Plan
SLGI Asset Management Inc. (“SLGI”) will implement the following changes to the Sun Life Target Date Funds (the Funds) on November 1, 2024
August 06, 2024
Fiera Capital - Management Share Purchase from Desjardins
On April 24, 2024, Desjardins Financial Holding Inc. (Desjardins) announced the sale of all its stake in Fiera Capital Corporation (Fiera Capital).
August 06, 2024
Addition of PineStone to the Core investment platform
We’re pleased to announce the addition of three PineStone Asset Management Inc. (PineStone) funds to the Core investment platform.
June 17, 2024
CI Fixed Income Team Update affecting the CI Portfolio Series of target risk fund
Starting February 15, 2024, Paul Marcogliese, a PM on the Fixed Income team, departed from CI Global Asset Management (CI GAM).
June 17, 2024
BlackRock Balanced Index (Target Risk) Funds - Portfolio Management Team Changes
In April 2024, BlackRock Asset Management Canada Ltd. (BlackRock) changed the team responsible for managing BlackRock’s Balanced Index Funds (Target Risk Funds).
June 17, 2024
Sun Life Dynamic Strategic Yield and Sun Life Dynamic Equity Income Team Updates
In the first quarter of 2024, Dynamic Funds announced changes within the Dynamic Equity Income Team that sub-advises the Sun Life Dynamic Equity Income and Sun Life Dynamic Strategic Yield segregated funds on Sun Life’s core investment platform.
June 17, 2024
Name Change to the Franklin Bissett Canadian Equity Segregated Fund
Franklin Templeton Investments (FTI) announced a name change to the Franklin Bissett Canadian Equity Fund (the fund) effective May 6, 2024.
June 17, 2024
Portfolio Management Changes on Jarislowsky Fraser’s Canadian Equity team
Jarislowsky Fraser (JF) recently announced that Bernard Gauthier, Co-Lead Portfolio Manager (PM) on the JF Canadian Equity Fund, would retire on May 31, 2024.
June 03, 2024
Jarislowsky Fraser (JF) Special Equity Fund Closure impacting JF funds
On May 1, 2024, Jarislowsky Fraser Limited (JF) closed the JF Special Equity Fund.
May 21, 2024
We are writing to provide plan sponsors with an update and our most recent perspectives on the Sun Life Milestone Target Date Series of Segregated Funds (Milestone Funds), currently available in your capital accumulation plan(s)
May 06, 2024
Important updates to TD Greystone Target Date Plus Funds
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.
April 22, 2024
Upcoming change to the Sun Life Deposit Fund
Your plan offers the Deposit Fund, which has upcoming changes that we want to make you aware of. The Deposit Fund is an interest-bearing account that credits daily interest at rates that can change daily.
April 08, 2024
Fidelity Global Fund: Portfolio Manager Change
In the fourth quarter of 2023, Fidelity announced that Jeremy Podger, Portfolio Manager (PM) on the Fidelity Global Fund (the Fund), will be retiring on March 31, 2024.
February 26, 2024
BlackRock LifePath target date funds update - Completion of ESG transition
BlackRock Asset Management Canada Ltd. (“BlackRock”) made an important change to the LifePath target date funds (LifePath), beginning in November 2022.
February 26, 2024
Watch List Summary for Q4 2023 is now available
Published quarterly, the Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring.
February 12, 2024
Changes to funds within TD Greystone Target Date Plus Funds
In the fourth quarter of 2023, TD Global Investment Solutions (TDGIS) announced that they made changes to the equity funds underlying the TD Greystone Target Date Plus Funds.
February 12, 2024
Fiera U.S. Equity Segregated Fund - investment compliance breach
Fiera Capital (Fiera) reported an investment compliance breach in the Fiera U.S. Equity Fund (the Fund) from July 3, 2023 to July 25, 2023.
February 12, 2024
SLC Management Leadership Update for Private Fixed Income
In October 2023, SLC Management (SLC) announced that Sam Tillinghast, Senior Managing Director and Head of Private Fixed Income, would retire effective December 31, 2023, marking the conclusion of a 30-year career in private credit.
January 29, 2024
Enhancements to the Sun Life Granite Income funds
Annually, SLGI Asset Management (SLGI)’s Multi-Asset Solutions Team reviews the long-term strategic allocations in the Sun Life Granite Income and Sun Life Granite Enhanced Income Segregated Funds (Granite Income Funds).
January 29, 2024
TDAM Global Equity Shareholder Yield - Portfolio Manager Change
In the fourth quarter of 2023, TDAM announced that Bill Priest will no longer be a Co-Portfolio Manager (Co-PM) on the TDAM Global Equity Shareholder Yield Fund (the Fund) starting March 31, 2024.
January 29, 2024
In September 2023, Sun Life Group Retirement Services added the Sun Life Granite Conservative Retirement and Granite Aggressive Retirement Segregated Funds to your plan(s).
January 29, 2024
Changes to the Sun Life Granite Target Risk funds
Annually, SLGI Asset Management (SLGI)’s Multi-Asset Solutions Team reviews the long-term strategic allocations in the Sun Life Granite Target Risk Series of Segregated Funds (Granite TRFs). In December 2023, SLGI announced changes to the Granite TRFs.
January 15, 2024
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.
January 15, 2024
Mawer Investment Management – Global Equity Fund Portfolio Management Team Changes
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.
December 11, 2023
On June 9, 2022, we communicated about changes to the BlackRock LifePath target date funds.
November 27, 2023
Watch List Summary for Q3 2023 is now available
Published quarterly, the Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring
November 15, 2023
Upcoming changes to SunAdvantage My Savings and FutureFinder products
Sun Life periodically reviews our product fund line ups to ensure they continue to provide our Clients with the right experience, features, and support.
November 13, 2023
Invesco Global Companies Fund: Strategy, Style and Team change
Invesco Canada Ltd. (Invesco) recently announced that Senior Portfolio Manager (PM) Michael Hatcher and his team are no longer with the firm effective September 7, 2023.
November 13, 2023
PH&N Balanced Pension Trust Update – Enhancements to Asset Mix
Beginning in September, PH&N, a division of RBC Global Asset Management Inc (RBC GAM) began implementing small enhancements to the strategic asset mix within the PH&N Balanced Pension Trust Fund (the Fund).
October 30, 2023
Morningstar corrected benchmark returns for two TD Greystone Funds
Sun Life Group Retirement Services (GRS) recently discovered that Morningstar® Inc. (Morningstar) reported incorrect benchmark returns for the TD Greystone Funds (the Funds).
October 16, 2023
Portfolio Manager change: Invesco Global Small Cap
Sun Life Assurance Company of Canada purchases units of the fund listed below, which is established as a segregated fund under the Insurance Companies Act (Canada).
October 16, 2023
Fidelity Investments Canada recently announced that they will be adding alternative investments (alternatives) to the strategic allocation of the Fidelity ClearPath® Institutional Portfolios (ClearPath®).
October 02, 2023
TD Greystone Target Date Plus series – addition of 2065 fund and update on alternatives exposure
TD Asset Management Inc. (“TDAM”) will add a new target date fund to its TD Greystone Target Date Plus series.
October 02, 2023
MFS LifePlan and Asset Allocation funds updates
MFS recently announced changes to the investment process and portfolio management team for the MFS LifePlan target date series (Target Date) and three MFS Asset Allocation funds (Target Risk).
October 02, 2023
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.
October 02, 2023
Aligning members investments to their ideal retirement age
Planning for retirement is a crucial step in securing your financial future. Our goal is to reduce the number of members who may be holding an incorrect target-date fund or too many target-date funds.
September 18, 2023
Schroders Diversified Growth Fund Benchmark Change
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.
September 05, 2023
Changes to leadership and structure of quantitative teams at TD Asset Management
In June 2023, TD Global Investment Solutions made some changes across the Quantitative and Passive Equities and Passive Fixed Income teams.
September 05, 2023
Watch List Summary for Q2 2023 is now available
Published quarterly, the Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring.
September 05, 2023
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.
August 21, 2023
MFS Responsible Canadian Fixed Income Segregated Fund closure and asset transfer
Sun Life regularly reviews the fund offerings in response to client interest and evolving fund offerings in the market.
August 21, 2023
Update on CI Portfolio Series Funds
Sun Life Group Retirement Services regularly reviews the Core investment platform in response to Client interest and evolving fund offerings in the market.
August 21, 2023
Addition of the PH&N Future Solutions Bond Segregated Fund to the Core investment platform
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.
August 08, 2023
Updated Investment Policy for BentallGreenOak Prime Canadian Property Fund
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.
August 08, 2023
PH&N Canadian Equity Value Segregated Fund – Portfolio Management Team Update
The following update is relevant for the PH&N Canadian Equity Value (the Fund) on our core investment platform.
July 24, 2023
CI U.S. Stock Selection segregated fund closure and asset transfer
Sun Life regularly reviews the fund offerings in response to client interest and evolving fund offerings in the market.
July 24, 2023
Franklin Global Growth segregated fund closure and asset transfer
Sun Life regularly reviews the fund offerings in response to client interest and evolving fund offerings in the market.
July 24, 2023
CI Canadian Equity segregated fund closure and asset transfer
Sun Life regularly reviews the fund offerings in response to client interest and evolving fund offerings in the market.
July 24, 2023
Fidelity Canadian Asset Allocation Portfolio Management change
In early 2023, Fidelity announced the promotion of Geoff Stein, co-Portfolio Manager of Fidelity Canadian Asset Allocation (CAA) Fund.
June 26, 2023
Enhancements to the Sun Life Granite Target Date and Multi-Risk Target Date funds
In May 2023, SLGI Asset Management (SLGI) announced a series of enhancements to the Granite Target Date and Granite Multi-Risk Target Date series of segregated funds (Granite TDFs).
June 26, 2023
TD Greystone Target Date Plus Glidepath Update
In the first quarter of 2023, TD Asset Management (TDAM) announced changes to the glide paths of the TD Greystone Target Date Plus series of funds.
June 26, 2023
Sun Life MFS U.S. Growth Fund – Co-Portfolio Manager Retirement
In March 2023, MFS announced the retirement of Paul Gordon. Gordon was a co-Portfolio Manager (PM) on the Sun Life MFS U.S. Growth Fund (the Fund), as well as a member of the Growth Equity team.
June 12, 2023
Morningstar corrected benchmark returns for two MFS® LifePlan Series Funds
Sun Life Group Retirement Services (GRS) recently discovered that Morningstar® Inc. (Morningstar) reported incorrect benchmark returns for the MFS® LifePlan 2060 and 2065 Funds (the Funds).
June 12, 2023
Watch List Summary for Q1 2023 is now available
Published quarterly, the Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring.
May 29, 2023
Portfolio Management Changes to MFS Global Fixed Income
In Q1 2023, MFS announced that Global Fixed Income Portfolio Manager (PM) Henry Peabody left the firm to pursue an external opportunity.
May 08, 2023
SLGI Asset Management Inc. (“SLGI”) will implement a fund structure change to the Sun Life Granite Target Date and the Sun Life Granite Multi-Risk Target Date series segregated funds (“Granite TDFs”).
May 08, 2023
Portfolio management change to Beutel Goodman
Beutel Goodman (BG) has announced retirement plans for two portfolio managers.
May 01, 2023
Organizational change to BlackRock Canada
In January 2023, BlackRock announced that it was cutting approximately 500 jobs, representing 2.5% of its global workforce.
April 20, 2023
Register to join the LifePath® Canada Portfolios webcast and hear experts discuss Q1 2023 performance and the year ahead.
April 17, 2023
Launch of TD Global Investment Solutions
In January 2023, TD Asset Management Inc. (TDAM) announced the launch of TD Global Investment Solutions (TD GIS).
April 17, 2023
Further Portfolio Management changes to the CI Canadian Asset Allocation Fund
CI Global Asset Management (CI GAM) recently announced that they experienced further significant departures from the CI Canadian Asset Allocation Fund (the fund) team.
March 20, 2023
What does the collapse of US banks mean for Canadian investors and your money?
Are you concerned with the news of the collapse of Silicon Valley Bank (SVB) and Signature Bank (SBNY)?
March 06, 2023
Watch List Summary for Q4 2022 is now available
Published quarterly, the Watch List is a list of funds from our Core Investment Platform (CIP) that we’re closely monitoring.
March 06, 2023
Fidelity adds new 2065 fund to Fidelity ClearPath Target Date Fund series
Fidelity Investments Canada (“Fidelity”) has added a new target date fund to its Fidelity ClearPath Target Date series of funds.
March 06, 2023
Portfolio management change to Invesco Global Real Estate Fund
In December 2022, Invesco announced the retirement of Mark Blackburn, Senior Portfolio Manager and Director of Risk Management and Portfolio Analytics on Invesco Real Estate’s (IRE) Listed Real Assets team, effective December 31, 2022.
February 21, 2023
TDAM Fixed Income Team Changes
n fall of 2022, TD Asset Management (TDAM) announced changes to their Fixed Income investment teams.
February 21, 2023
MFS Announces Changes to its Multi-Asset Investment Group
In November 2022, MFS announced changes to its five-person Multi-Asset Investment Group (MAIG).
February 21, 2023
Addition of TD Greystone Target Date Plus Funds to the Core investment platform
Sun Life Group Retirement Services (GRS) is pleased to announce the addition of the TD Greystone Target Date Plus Series of Segregated Funds (the Funds) to our DC Core investment platform (Core platform). The Funds will be available beginning March 1, 2023.
February 21, 2023
Addition of BlackRock Global Infrastructure Equity Index Segregated Fund to the Core investment
We’re pleased to announce the addition of BlackRock Global Infrastructure Equity Index Segregated Fund (the Fund) to our DC and DB Core investment platform. The new Fund is available effective March 1, 2023.
January 23, 2023
Heads-up: Addition of TD Greystone Target Date Plus Funds to the Core investment platform
Sun Life Group Retirement Services (GRS) is pleased to announce the upcoming addition of the TD Greystone Target Date Plus Series of Segregated Funds (the Funds).
January 23, 2023
Invesco Income Growth Fund Portfolio Management Changes
Invesco recently announced changes to the team that manages the fixed income component of the Invesco Income Growth Fund (the Fund) on the GRS Core Investment Platform.
January 23, 2023
Franklin Bissett Equity Team Reporting into ClearBridge Investments
Effective October 1, 2022, the Franklin Bissett equity team began reporting into ClearBridge Investments (ClearBridge).
January 23, 2023
Revised benchmark returns for Sun Life Milestone Target Date Segregated Funds
SLGI Asset Management Inc. (SLGI) recently notified Sun Life Group Retirement Services (GRS) that benchmark returns for the Sun Life Milestone Target Date Segregated Funds (“Milestone Funds”) reported in Morningstar® were incorrect.
January 23, 2023
Heads-up: Addition of TD Greystone Target Date Plus Funds to the Core investment platform
Sun Life Group Retirement Services (GRS) is pleased to announce the upcoming addition of the TD Greystone Target Date Plus Series of Segregated Funds (the Funds).