Potential benefits for investors

Investors gain access to actively managed investment grade and high yield private fixed income strategies, which can provide:

 

  • Higher yields than comparable public issues 
  • Diversification benefits by accessing transactions and issuers not available in public markets 
  • Robust risk management through deal structures that are typically more rigorous than public market transactions 

 

Interested in Private fixed income investing?

Our funds and strategies

17 years

Average industry experience of investment team members

$50 Billion

Private fixed Income assets under management

40+

Years managing private fixed income assets

As of December 31, 2023

Key differentiators

Experienced teams with deep private fixed income expertise

Our investment teams have specialized in private debt for more than 40 years, offering the necessary skills to navigate a nuanced asset class.

Offerings across the credit quality spectrum

Investors can gain access to privately issued investment grade bonds, as well as high yield securities such as senior bank loans, high yield bonds, mezzanine debt and distressed debt.

Approach to sustainability

We integrate environmental, social and governance (ESG) considerations as enabled throughout our investment processes, which we believe can result in attractive risk-adjusted returns for our clients.

Long track record of value creation

Our strategies have achieved excess spreads with lower default rates than their representative benchmarks over time.

Origination & sourcing

Prospective investments are sourced through a network that includes commercial and investment banks, independent brokers, private equity firms, developers, other lenders and potential investments directly from issuers.

Underwriting & due diligence

All potential investments undergo a rigorous analytical underwriting process. Prospective investments that pass a preliminary review are researched further through on-site meetings with management teams as well as extensive due diligence processes.

Portfolio monitoring

Portfolios are monitored on a continual basis and through formal quarterly and annual reviews focused on covenants compliance, financial statements, ratings reviews and recommendations.

Credit risk management

Credit risk is managed continually through an independent governance structure and via proprietary scorecards and risk ratings.

Daily valuation

Our investment grade private fixed income credit funds are valued daily, based on monthly deal-by-deal valuation from a third party and, ensuring transparency for investors.

Explore our other strategies

Public Fixed Income  Real Estate  Infrastructure

The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, Crescent Capital Group, BentallGreenOak, InfraRed Capital Partners, and Advisors Asset Management.

Learn more about our strategies and teams below, and request our factsheets for more details.

Private Credit strategies – offered by SLC Management, one of the largest private fixed income teams in North America – provide our clients with fixed rate, investment grade debt instruments, with terms from five to 30 years. They include investments in corporate debt, infrastructure debt, and structured credit.

You can request our factsheets for more information in the form below.

Elaad Keren

Senior Managing Director, Co-Head of Private Fixed Income

Andrew Kleeman

Senior Managing Director, Co-Head of Private Fixed Income

Liz Thorne

Managing Director, Private Fixed Income and ESG

Petra Wendroth

Managing Director, Portfolio Manager, Private Fixed Income

Thomas Weatherbee-Martin

Associate Director, Private Fixed Income

Private Credit strategies – offered by SLC Management, one of the largest private fixed income teams in North America – provide our clients with fixed rate, investment grade debt instruments, with terms from five to 30 years. They include investments in corporate debt, infrastructure debt, and structured credit.

You can request our factsheets for more information in the form below.

Elaad Keren

Senior Managing Director, Co-Head of Private Fixed Income

Maurice Primeau

Managing Director, Portfolio Manager, Private Fixed Income

Liz Thorne

Managing Director, Private Fixed Income and ESG

Petra Wendroth

Managing Director, Portfolio Manager, Private Fixed Income

Thomas Weatherbee-Martin

Associate Director, Private Fixed Income

Our below investment grade private credit strategies are offered by, Crescent Capital Group, who, offer mezzanine debt, middle market direct lending in the U.S. and Europe, high yield bonds and broadly syndicated loans.

Learn more about the specialty managers powering our global investment platform


Crescent Capital Group strategies:

CCG – Direct Lending
CCG – Mezzanine
CCG – Special Situations

Request factsheets

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