One of the few things we’re absolutely certain of is that no one knows everything. That’s why we don’t just diversify across asset classes, regions, sector and style when constructing our portfolios; we also diversify across investment management firms.
This means that the investments that make up our Sun Life Granite Managed Solutions are not limited to those selected by our in-house team. By expanding our talent pool to include external managers from around the world, we can select those that are the best at what they do. This means we can confidently deliver broad diversification across many asset classes, such as:
- Canadian equity
- U.S. equity
- International equity
- Emerging market equity
- Global equity
- Real assets
- Canadian bonds
- U.S. bonds
- Global bonds
- High-yield bonds
- Emerging market bonds
- Private fixed income
- Cash/Short-term bonds
Connecting investors to the best expertise, wherever it’s found, provides assurance that we’re putting their interests first. But how do we decide who makes the A-team?
We follow a diligent and intensive evaluation process when conducting a search for a new sub-advisor that considers both qualitative and quantitative assessments. First, the portfolio management team takes a deeper dive into the universe of investment managers to find the ones that fit the Sun Life Granite Managed Solutions specific mandate. All the managers that align with the mandate then get screened based on a rigorous research process, and then again, for risk factors. If they pass the two rounds of screenings, an enhanced due diligence is performed, which includes an on-site visit.
This process allows Sun Life Granite Managed Solutions to bring you a global spectrum of asset management talent, research and innovation from our strong partnerships with specialized investment managers.
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The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly, and action is taken based on the latest available information. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by SLGI Asset Management Inc. These views are subject to change at any time and are not to be considered as investment advice nor should they be considered a recommendation to buy or sell.
