Sustainable investing

Sustainable investing: Material topic

Our world is increasingly affected by ESG issues. Climate change. Social inequality. Ethical conduct. Sustainable investing can help us deliver on our Purpose. 

Goals

$20 billion in new sustainable investments from 2021-2025¹

In progress - $17.6 billion invested since 2021, with $3.3 billion invested in 20231

Our stories of impact

Sun Life completes third sustainability bond offering

Financing emergency shelters for women and families in the U.S.

Empowering Filipino educators to achieve greater financial security

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.