SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients’ evolving needs.
Our insurance asset management group is focused on establishing preferred partnerships with insurance companies that can benefit from our specialty private credit, public fixed income, real estate and infrastructure investment management capabilities. An integrated solutions approach provides the backdrop for customizing asset class specific and multi-sector fixed income portfolios.
Learn more at slcmanagement.com
2019 YE — All values in USD billions — Definitions
Firm Information
Sun Life Capital Management (SLC)
www.SLCManagement.com
One Sun Life Executive Park, Wellesley, MA 02481
Barton Holl
Head of Insurance Strategy
| Barton.Holl@slcmanagement.com |
781-263-5346 |
Service Offerings & Client Profiles
| Insurer Services | |||
|---|---|---|---|
| Investment Accounting Outsourcing | Y | ALM Partnering | Y |
| Customized Portfolio Reporting | Y | Regulatory Assistance | Y |
| Insurance Client Web Portal | Y | Strategic Asset Allocation Advice | Y |
| Peer Analytics | Y | Tactical Asset Alloc / Multi-Asset Portfolio Mgt | Y |
| Capital Modelling & Management | Y | Insurance Client Conferences | Y |
| Income & Cash Flow Projections | Y | ESG Specific Products Placed with Insurers | Y |
Client Relationship Size
AUM Summary
| 3rd Party General Account | Public | Private | Total |
|---|---|---|---|
| Fixed Income | 9.578 | 0.805 | 10.383 |
| Equities | 0.142 | 1.261 | 1.403 |
| Total | 9.72 | 2.066 | 11.786 |
| Firm | Public | Private | Total |
|---|---|---|---|
| Fixed Income | 69.688 | 42.322 | 112.01 |
| Equities | 1.603 | 8.299 | 9.902 |
| Total | 71.291 | 50.621 | 121.912 |
| Regions | 3P-GA | Firm |
|---|---|---|
| N America | 11.571 | 121.697 |
| Europe & UK | – | – |
| APAC | – | – |
| Offshore | 0.215 | 0.215 |
| Other | – | – |
AUM Details
| Public Fixed Income | 3P-GA | Firm |
|---|---|---|
| Cash/Short-Term | 0.129 | 6.314 |
| Governments & Agencies | 1.303 | 19.901 |
| Corporates | 1.279 | 27.719 |
| Municipals, Tax-Preferenced | 2.685 | 2.685 |
| Municipals, Taxable | 1.273 | 2.601 |
| Securitized – RMBS | 2.21 | 4.167 |
| Securitized – All Other | 0.697 | 4.819 |
| Convertibles | – | 0.845 |
| High Yield | 0.051 | 0.176 |
| Bank/Leveraged Loans | – | – |
| CLOs | – | – |
| Emerging Markets – Sovereigns | – | – |
| Emerging Markets – Corporates | – | 0.507 |
| Other | – | – |
| Public Equities | 3P-GA | Firm |
|---|---|---|
| Large Cap | – | – |
| Mid Cap | – | – |
| Small Cap | – | – |
| Global Developed Markets | – | 1.462 |
| Emerging Markets | – | – |
| Quant/Smart Beta | – | – |
| Mkt Neutral / Long-Short / Liquid Alts | – | – |
| Dividend-Tilt | – | – |
| Passive SMAs | 0.142 | 0.142 |
| Other | – | – |
| Private Fixed Income | 3P-GA | Firm |
|---|---|---|
| Private Placements – Traditional | 0.589 | 27.953 |
| Corporate – Middle Market | – | – |
| RE – CMLs | 0.216 | 13.005 |
| RE – All Other Debt | – | – |
| Infrastructure Debt | – | 0.008 |
| Structured | – | 0.376 |
| High Yield | – | 0.98 |
| Other | – | – |
| Private Equity, Equity Alts | 3P-GA | Firm |
|---|---|---|
| PE / VC | – | – |
| RE Equity | 1.261 | 7.083 |
| Infrastructure Equity | – | – |
| Hedge Funds | – | – |
| Other | – | 1.216 |
