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Diversification Matters

Navigating today’s uncertain markets requires a trusted partner. Sun Life Global Investments is committed to supporting you through these times by providing comprehensive resources, solutions, and services to meet your portfolio and diversification needs.

*Bookmark this page for ongoing access to tailored insights and solutions.

The power of diversification to offset volatility

Trade tensions and ongoing volatility continue to weigh on markets. Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, discusses why it’s important for investors to stick to their long-term plan. 

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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.

Products to Consider

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.

Products to Consider

Featured insured solutions

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.

Products to Consider

Featured lifetime guaranteed income solutions

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

Portfolio Construction & Investment Strategy Team

Institutionalizing your approach to managing money

Customized portfolio construction

Your clients are unique, and so is your investment practice. Partner with our team to build well-balanced and robust model portfolios to align with your clients’ financial goals, risk and investor profiles, time horizons, and more. 

Spend time on what matters most

Streamline your efforts and maximize your capacity by leveraging our expertise and tools created specifically with you and your clients’ needs in mind.

Risk management

Our team can help you identify potential risks and implement diversification strategies to improve your model portfolio’s resilience through the ups and downs of market cycles. 

Asset consolidation

Our team can help navigate the  product universe and identify solutions aligned with your clients' goals while reducing the non-essential products in your investment practice. 

Learn more about Portfolio Construction & Investment Strategy Team

For more information contact your Wealth Sales Team.

Earn CE credits and stay on track!

Visit our insightful events on diversification and discover strategies to strengthen your financial future.

Explore now

Earn CE credits and stay on track!

Visit our insightful events on diversification and discover strategies to strengthen your financial future.

Explore now

Are you a mutual fund licensed advisor?

Sign in or register to our advisor site, or contact our wealth sales team at 1-877-837-7844