We manage assets with material sustainability factors embedded in our investment processes, offer our Clients sustainable investing opportunities and invest our own assets in ways that support a low-carbon and more inclusive economy.
In progress - $17.6 billion invested since 2021, with $3.3 billion invested in 20231
1 General account and certain third-party Clients, where relevant. Client asset values included represent a non-IFRS financial measure. More information on AUM methodology, including asset managers and criteria included in the calculation, is available upon request. Investments counted toward Sun Life's sustainable investment goal meet one or more of the criteria for investments based on ICMA Green Bond Principles, ICMA Social Bond Principles, ICMA Sustainability Bond Guidelines, GRESB Real Estate Benchmark, and/or PRI Impact Investing Market Map. Where issuers do not obtain a third-party opinion or provide an internal opinion on their issuance, our investment professionals apply judgment to assess whether the use of proceeds meets the standards set out in the ICMA principles. Assets included may not align with criteria in the Sun Life Sustainability Bond Framework. Does not include all holdings in companies that may be defined as sustainable under other taxonomies.
Refer to Sustainability Data Scope.