Benefits for investors

Actively managed investment grade and below investment grade public fixed income strategies can provide investors with a host of benefits to strengthen their portfolios, including:

 

  • Consistent income
  • Liquidity
  • Opportunity for liability matching
  • Potential for higher yields while preserving capital

 

Interested in Public Fixed Income investing?

Our funds and strategies

18 years

Average industry experience of investment team members

$123 Billion

Public Fixed Income assets

$374 Billion

Total firm assets under  management

150+

Years managing assets

As of December 31, 2023

Key differentiators

Expertise across the credit spectrum

Our teams specialize in managing investment grade and below investment grade strategies, providing clients access to insights across the full credit opportunity set.

In-depth macro and fundamental research

Our process includes top-down views assessing credit cycle risks and economic factors, along with deep bottom-up research of individual issuers and sectors.

Nimble and effective execution

Our integrated team-based approach to research, portfolio management and trading leads to more efficient decision-making.

Ability to leverage global insights

Our credit teams are organized by global credit sectors, with more than 200 investment professionals* covering markets across regions.

Strong portfolio performance

Our strategies have generated alpha across a variety of market cycles and have the potential to achieve superior risk-adjusted returns for our clients.

* Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists, and Investment Strategists, globally, under Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S.) LLC, Crescent Capital Group, InfraRed, BentallGreenOak, and Advisors Asset Management.

We offer public fixed income strategies across the credit spectrum. Our rigorous investment process aims to generate outperformance over time while helping our institutional clients achieve their long-term objectives.

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

SLC Management's investment grade strategies combine top-down and bottom-up research to identify relative value opportunities. Throughout the investment process, we take a neutral stance on interest rates and aim to add value primarily through security selection and portfolio construction.

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


SLC Management’s strategies:

SLC Management Corporate Bond Strategy

SLC Management Canadian Long Duration Overlay Strategy

Custom solutions for insurance companies

Custom solutions for retirement plans

 

Meet the public fixed income investment team

 

Douglas (Doug) J. Gardiner

Portfolio Manager and Head of Public Fixed Income, SLC Management

Randall Malcolm, MSc, CFA

Senior Managing Director and Portfolio Manager, Canadian Public Fixed Income, SLC Management

Steven (Steve) H. Morris, CFA

Managing Director and Portfolio Manager, Public Fixed Income

Brett Pacific, CFA

Senior Managing Director, Head of Derivatives and Quantitative Strategies

Our below investment grade strategies (also known as capital markets) are managed by Crescent Capital Group, a global alternative fixed income manager. The investment process focuses on identifying attractively priced debt securities at all levels of a company’s capital structure with the aim of generating income while preserving capital for our clients.

Learn more about the specialty managers powering our global investment platform


Crescent Capital Group strategies
 

CCG – Bank Loans

CCG – High Income

CCG – High Yield

CCG – Structured Products

Request factsheets

Fill in the form below to request more information on our strategies.

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Explore our other strategies

Private 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.