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Diversification Matters

We want to be your partner of choice for all your portfolio and business diversification needs, whether it be product solutions, industry information, articles and thought leadership, or tools. We also provide access to tax and estate planning experts, business building support, and so much more.

Market uncertainty is unwavering. So is the support you can provide clients with portfolio diversification. 

In today’s markets, factors like cash on the sidelines, concentration risk, quality of portfolio holdings and asset allocation can all affect portfolio construction. Rebalancing is also an important consideration. Here are key insights, tools and solutions to address these challenges.

  •  

    Tools

Our new Portfolio Construction and Investment Strategy Team is ready to partner with you to enhance your current process for building portfolios and implementing diverse investment strategies. For more information, contact your Wealth Sales Team.

Featured equity solutions

Sun Life MFS International Opportunities Fund

High conviction international equities, focused on sustainable growth

See fund details for Sun Life MFS International Opportunities Fund

Sun Life MFS U.S. Mid Cap Growth Fund

Seeks out high quality mid-cap companies that generate above average, sustainable earnings growth

See fund details for Sun Life MFS U.S. Mid Cap Growth Fund

Sun Life MFS Global Value Fund
 

An actively managed global equity fund with a tilt to larger companies

See fund details for Sun life MFS Global Value fund

Other featured solutions

Sun Life MFS Global Growth Fund

Global equities with above average growth potential

See fund details for Sun Life MFS Global Growth Fund

Sun Life MFS Global Core Plus Bond Fund

An actively managed global fixed income fund seeking to generate current income with the potential for capital appreciation

See fund details for Sun Life Core Advantage Credit Private Pool

Sun Life MFS Low Volatility Global Equity Fund

An actively managed global equity fund with a focus on stable, less volatile companies

See fund details for Sun life MFS Low Volatility Global Equity Fund

Sun Life Core Advantage Credit Private Pool

Investment-grade private fixed income to enhance diversification and maximize return potential

See fund details for Sun Life Core Advantage Credit Private Pool

Sun Life MFS U.S. Value Fund
 

U.S. equity fund that invests in high-quality, sustainable businesses that are under-appreciated by the market

See fund details for Sun Life MFS U.S. Value Fund

Sun Life GIF Solutions - Investment Series

Guarantees and insurance benefits at a competitive price with a range of investment options to help clients diversify

Learn more about Sun Life GIFs - Investment Series

Regardless of your client base – high net worth, business owners, or others – successful tax and estate planning requires a strategy that is flexible, minimizes costs, saves time, and ensures a lasting impact. Including insured wealth products may offer all these benefits. Business owners may also gain creditor protection and better succession planning.

Featured insured solutions

Sun GIF Solutions -
Investment Series

Growth potential, guarantees, and insurance benefits at a competitive price

Learn more about Sun GIF Solutions Investment Series

Sun GIF Solutions -
Estate Series

Maximize estate planning benefits

Learn More about Sun GIF Solutions - Estate Series

Sun GIF Solutions -
Estate Heritage Series

Protecting a legacy for the next generation

Learn more about Sun GIF Solutions Estate Heritage Series

The number of Canadians nearing retirement has never been so high1, which is why it’s more important now than ever to help Canadians fund their retirement needs. 

Product allocation, or income layering, is an approach to help accomplish this. This process allocates (or layers) more than one income-generating product into a retirement income portfolio in varying percentages.

Featured income solutions

Sun Life Core Advantage Credit Private Pool

Investment-grade private fixed income to enhance diversification and maximize return potential

See fund details

Sun Life MFS Global Core Plus Bond Fund

An actively managed global fixed income fund seeking to generate current income with the potential for capital appreciation

See fund details

Sun Life MFS Diversified Income Fund

A multi-asset, income-oriented, global balanced portfolio

See fund details

Featured lifetime guaranteed income solutions

Sun GIF Solutions – Income Series

Lifetime guaranteed income with access to flexible contract options

Learn more about Sun GIF Solutions Income Series

1Source: Statistics Canada, The Daily, April 27, 2022

Sun Life Consulting

We help. You grow.
 

Gain access to Sun Life Consulting's ready-to-go practice management programs, premier resources and comprehensive toolkits to help you plan, prepare and grow your business.

Click here to learn about Sun Life Consulting.


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