Potential benefits for investors
Investors gain access to actively managed investment grade and high yield private fixed income strategies, which can provide:
Interested in Private fixed income investing?
Average industry experience of investment team members
Private fixed Income assets under management
Years managing private fixed income assets
As of September 30, 2024
Our investment teams have specialized in private debt for more than 40 years, offering the necessary skills to navigate a nuanced asset class.
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.
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.
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.
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.
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
Fill in the form below to request more information on our strategies.
Fill in the form below to request more information on our strategies.
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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.
