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Sun Life Financial offers five risk-based, globally diversified Strategic Asset Allocation Models as an option for your clients. With your expertise and help, your clients can select a model appropriate to meet their financial objectives. Such a model should correspond to their time horizon needs and risk tolerance level. Any of these variables can change, possibly encouraging a change in their asset allocation policy.
Adopting an asset allocation model that adapts to changing expectations may reduce risk in the portfolio. The strategic asset mix for our models is designed and reviewed by Sun Life’s International Investment Centre (IIC) at least annually and may be automatically updated if risk/return expectations change.
Our strategic models are designed by Sun Life’s International Investment Centre (IIC), a group dedicated to provide independent research and consulting services to Sun Life Financial wealth, pension, and insurance businesses around the world. The IIC develops and provides oversight for asset allocation models and works with Sun Life group of companies to establish the objectives and philosophy for these models.
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