Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

Lazard Asset Management

For decades, Lazard Asset Management has been managing investment portfolios, with global capabilities in infrastructure investing.1

  • Deep history

    Lazard has a history tracing back to 18481

  • Scale

    They manage over $220 billion in assets2

  • Global presence

    They operate from 24 cities across 17 countries with more than 300 investment personnel

  • Breadth of experience

    They have broad capabilities with traditional and alternative investments, covering listed equity and fixed income investments in a wide range of global, regional and country-specific strategies

  • Responsible investing

    The firm is committed to environmental, social and governance (ESG) considerations when they invest 

Investment process

On the ground, global research is the foundation of Lazard’s investment approach. Their investment professionals collaborate on detailed fundamental analysis, integrating knowledge across regions, sectors and asset classes to arrive at unique insights.

As one of the managers of Sun Life Real Assets Private Pool (for the Infrastructure portion), Lazard looks for companies that can help provide long-term, defensive, low volatility returns that can potentially exceed inflation.

They consider these companies to be "Preferred Infrastructure" companies. For example, companies that are:

  • monopoly-like;
  • that exhibit inflation pass-through properties; and
  • that have a quality regulatory and/or political environment

Fund sub-advised 

Sun Life Real Assets Private Pool
(Global Listed Infrastructure segment)1

Infrastructure exposure designed to help provide a link to inflation and the potential for stable returns, low risk of capital loss, and diversification.

Learn more

1 Lazard Asset Management LLC is the parent firm of Lazard Asset Management Canada Inc.; Lazard Asset Management (Canada) Inc. was established in 1996. Lazard Asset Management (Canada) Inc. sub-advises the Infrastructure portion of Sun Life Real Assets Private Pool.  The Pool takes a multi-manager approach investing in Infrastructure, REITs and natural resources.

2 As at December 31, 2019. In Canadian dollars.