SLF Investments

The historical roots of Sun Life Financial Investments (SLF Investments) run deep.

SLF Investments are the in-house managers of Sun Life’s assets, and have been since 1871. Today, the business is a globally diverse investment operation. The SLF Investments portfolio includes the management of general fund assets backing Sun Life's insurance liabilities around the world.

We count among our customers institutional and retail investors, along with our own Sun Life business units. Headquartered in Toronto and Wellesley Hills, Massachusetts, SLF Investments also have investment professionals located around the world, including Hong Kong, the Philippines, Indonesia and the United Kingdom.

Products and services
SLF Investments offers:

• Institutional asset management
• Mutual funds
• Structured products

Contact
Located in each country, SLF Investments operates as the following companies:

Canada, Hong Kong, Indonesia, United Kingdom
Sun Life Asset Management Inc.
Email: slaminfo@sunlife.com

United States
Sun Capital Advisers LLC
www.suncapitaladvisers.com
Phone: 781-446-3330
Email: suncapinfo@sunlife.com

Philippines
Sun Life Asset Management Company, Inc.
www.sunlife.com.ph

MFS Investment Management

As you’d expect from the oldest mutual fund company in the U.S., MFS Investment Management has accomplished much over its long history. That list of accomplishments includes the invention of the mutual fund in 1924 and the establishment of one of the first in-house research groups in the industry. This focus on in-depth research by experienced analysts is a cornerstone of their success today.

A part of Sun Life since 1982, MFS currently oversees more than 5 million investor accounts. The Boston-based investment management firm has research and sales/service offices in key locations around the world, including Bahrain, Buenos Aires, Hong Kong, Mexico City, London, Paris, Sào Paulo, Singapore, Sydney and Tokyo.

In addition, MFS operates through various distribution channels, including banks, consultants and internet sales. They also distribute their products through financial intermediaries who provide sales support, product administration and client services.

• Institutional asset management
• Mutual funds
• Investment management
• Separately managed accounts
• Education savings plans

Contact
www.mfs.com

Head office:
MFS Investment Management
500 Boylston Street
Boston, MA
02116
USA
Phone: 617-954-5000
Fax: 617-954-6620
Toll Free: 1-800-637-2929 (in the U.S. only)
1-800-343-2829, ext. 6450 (outside the United States)

McLean Budden

Established in 1947, McLean Budden is one of Canada’s oldest and most respected investment firms. They have a long history of investment performance and a reputation for developing strong, long-term client relationships.

Sun Life Financial has had the majority ownership interest in McLean Budden since 1997. McLean Budden manages pension, foundation and mutual fund assets as well as personal wealth portfolios. Their solid performance attracts customers from across the corporate and private sectors, and their research-based investment management ensures they remain a top performer year after year.

McLean Budden has offices in Toronto, Montreal, Vancouver and Chicago.

Products and services
McLean Budden offers:

• Institutional asset management
• Mutual funds
• Private client management

Contact
www.mcleanbudden.com 

Head office:
145 King Street West
Suite 2525
Toronto, Ontario
M5H 1J8
Canada
Phone: 416-862-9800
Fax: 416-862-0167

Birla Sun Life Asset Management

As India's wealth management industry grows, there is increasing demand for diverse investment options.

Birla Sun Life Asset Management Company Limited (BSLAM) is a joint venture between Aditya Birla Management Corporation Limited and Sun Life Assurance Company of Canada, combining Aditya Birla Group’s strong experience in the Indian market with Sun Life’s global financial services expertise.

Located in Mumbai, BSLAM is the investment manager of one of India’s leading mutual funds, the Birla Mutual Fund. Introduced in 1994, the Birla Sun Life Mutual Fund has been a catalyst in the growth of India’s private sector asset management business.

BSLAM has one of the largest teams of research analysts in the industry, dedicated to tracking down the best companies to invest in. They are known for transparent, ethical and research-based investment and wealth management services.

Products and services
BSLAM offers:

• Mutual funds
• Private wealth management

Sun Life’s joint venture relationships with the Aditya Birla Group extend beyond BSLAM. Find out about all of Sun Life’s operations in India.

Contact
www.birlasunlife.com

Birla Sun Life Asset Management Company Limited
Ahura Centre, 2nd  Floor, Tower A
Mahakali Caves Road, Andheri (East)
Mumbai, India 400 093

Phone: 91-22-6692-8000
Toll-free: 1-800-22-7000, 1-800-270-7000
Email: connect@birlasunlife.com