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At Sun Life Financial, we have taken great care in selecting money managers for our variable annuity platform. Our team has assembled an array of firms representing a breadth of investment styles. Each firm has met our standards for both expertise in a particular type of investing and a disciplined process aimed at achieving sound investment results.
- Quantitative screening. We narrow down our finalists by evaluating key criteria, such as each manager's risk-adjusted performance over 1-, 3-, 5-, and 10-year periods (if applicable).
- Qualitative analysis. We evaluate each firm's experience, investment style, performance, and overall reputation within the industry.
- Continual monitoring. We regularly monitor each firm and portfolio to ensure that they continue to meet the standards we've set--and we add and replace managers as necessary.
To learn more about one of more of our money managers, click on any of the logos below.
Annuities are long-term investment vehicles designed for retirement purposes. Annuities provide tax deferral, a lifetime income stream, and a death benefit.
Variable accumulation unit values of a variable annuity fluctuate according to underlying economic and market conditions. It is possible that you could lose up to the entire principal amount invested in a variable annuity at redemption. Guarantees do not apply to the performance or safety of amounts held in the variable investment options.
Sun Life Financial annuities are issued by Sun Life Assurance Company of Canada (U.S.) (Wellesley Hills, MA) in all states except New York. In New York, annuities are issued by Sun Life Insurance and Annuity Company of New York (New York, NY). All guarantees are backed by the claims-paying ability of the issuing insurance company. Variable annuity products are distributed through Sun Life Financial Distributors, Inc. All three companies are members of the Sun Life Financial group of companies.
NOT FDIC/NCUA INSURED - MAY LOSE VALUE - NO BANK/CREDIT UNION GUARANTEE - NOT A DEPOSIT - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
SLPC 20740 (08/09) (Exp. 02/11)
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