1 Comprises general fund assets, segregated funds, mutual funds, managed funds and other AUM.
2 Rounded to the nearest hundred.
3 Represents full-time equivalent employees and includes 30,941 regular employees, 999 temporary employees and employees in Asia joint ventures (25,775 regular employees and 530 temporary employees). Refer to Sustainability Data Scope - Note 3.
4 Emissions resulting from global corporate offices and data centres as well as from business travel, inclusive of majority-owned Sun Life affiliate companies. All emissions reporting is aligned to the GHG Protocol Corporate Accounting and Reporting Standard using the financial control approach.
5 Includes MFS and SLC Management affiliates (BGO, InfraRed Capital Partners, Crescent Capital Group and Advisors Asset Management).
6 CarbonNeutral® is a registered trademark of Climate Impact Partners and is achieved in accordance with The CarbonNeutral Protocol, the leading global framework for carbon neutrality.
7 ENERGY STAR Partner of the Year awards are awarded by the United States Environmental Protection Agency (EPA). An Energy Star Partner of the Year Award is the highest level of EPA recognition, reflecting the EPA’s assessment that the partner perform at a superior level of energy management and demonstrates best practices across the organization, proves organization-wide energy savings and participates actively and communicates the benefits of ENERGY STAR. More information is available at www.energystar.gov.
8 MFS, SLC Fixed Income, BGO, InfraRed and SLGI are signatories to NZAM.
9 SLC Fixed Income joined the Partnership for Carbon Accounting Financials in 2022. Sun Life Financial joined in 2024.
Refer to Sustainability Data Scope.