Sun Life Investment Management marks 4th year with an expanded range of investment products and services

Sun Life Investment Management and Trust Corporation (SLIMTC), Sun Life’s standalone, non-bank  affiliated trust company, will be marking its fourth anniversary this July with an expanded suite of  investment products and services to reach even more Filipinos and help them strengthen and  diversify their financial portfolio.  

“Sun Life Investment Management provides access to a wide range of investment outlets that can  help Clients gain access to investment opportunities both locally and globally,” Michael Gerard Enriquez, President of SLIMTC said.  

The suite of products and services that SLIMTC offers includes Investment Management Account  (IMA), Corporate Trust Account, Retirement Fund Account, and Pre-Need Account. Moreover, it also  offers Unit Investment Trust Fund (UITF), which includes Money Market Fund, Medium-Term Fixed  Income, Long-Term Fixed Income, Local Equity Index Fund, and Active Global Fixed Income Fund of  Funds.  

Why It’s Time to Go Global with Your Investments

Sun Life Investment Management’s Mikko Vergara shares insights on global investing

In today’s interconnected world, investors are increasingly recognizing the benefits of diversifying their portfolios beyond domestic markets. Mikko Vergara, Head of Equities and Global Funds at Sun Life Investment Management and Trust Corporation (Sun Life Investment Management), emphasizes the importance of global investing as a crucial strategy for long-term wealth creation. 

“Global diversification gives your portfolio exposure to more economic growth catalysts and a wider set of issuers,” says Vergara. “By investing in companies and markets around the world, you can tap into diverse opportunities and potentially enhance your returns. For example, you may gain exposure to innovative technologies in Asia, diverse bond markets in Europe, or emerging economies in Latin America.” 

Sun Life Investment Management bags three wins in the Asset Benchmark Research Awards

Sun Life Investment Management and Trust Corporation (Sun Life Investment Management) celebrates its outstanding performance at the Asset Benchmark Research Awards, solidifying its position as a leading force in the investment industry. 

The prestigious recognition program, hosted by The Asset, a leading financial information provider, honored Sun Life Investment Management as among the Top Investment House under the Local Currency Bond. Meanwhile, its Fixed Income Portfolio Manager, Chelsea Vanessa Lim, was awarded the top two spot as the Most Astute Investor for Local Currency Bonds and the number one for G3 Bonds. The awarding ceremony was held on November 7, 2024 at The Four Seasons Singapore.  

“We are grateful to accept these prestigious recognitions that show our strong entry into the industry,” says Michael Enriquez, President of Sun Life Investment Management and Trust Corporation. “With the dedication and commitment of our people, we are confident that we will grow exponentially, serve even more Clients, and contribute to the dynamic Philippine investment landscape.” 

Know more about SLIMTC and its products and services by visiting www.sunlife.co/SLIMTC.