Inflation isn’t just an economic risk. For insurers, it can become a balance-sheet challenge – affecting investment portfolios, claims costs, benefit obligations and long-term liability growth.
We help our clients meet their long-term income and capital appreciation objectives by leveraging our extensive experience in fixed income and alternative asset classes, including public and private fixed income, infrastructure equity and real estate equity and debt.
$158B AUM
SLC Fixed Income AUM (Investment grade fixed income)
$53B AUM
Crescent AUM (Non-investment grade fixed income)
$100B AUM
BGO AUM (Real estate)
$14B AUM
InfraRed AUM (Infrastructure)
Investment grade fixed income
$107B AUM
Investment grade public fixed income
$42B AUM
Investment grade private fixed income
180+
Investment professionals
Refers to experience and assets (USD) of Sun Life Capital Management (Canada) Inc. and Sun Life Capital Management (U.S) LLC, collectively ‘SLC Fixed Income,’ as of June 30, 2026.
Investment strategies
- Investment grade private and public fixed income
- Liability-driven investing (LDI)
- Insurance asset management
Featured experts
Non-investment grade fixed income
$11B AUM
Non-investment grade public fixed income
$42B AUM
Non-investment grade private fixed income
120+
Investment professionals
Refers to experience and assets (USD) of Crescent Capital Group, as of June 30, 2026.
Investment strategies
- Direct lending
- Mezzanine, high yield, bank loans/ collateralized loan obligations (CLOs)
- Special credit opportunities
Featured experts
Real estate
$100B AUM
Real estate equity and debt
270+
Investment professionals
Refers to experience and assets (USD) of BentallGreenOak, as of June 30, 2026. Includes assets managed by Bell Partners Inc., which was acquired by Sun Life and combined with BGO on July 2, 2026.
Investment strategies
Equity
- Core
- Core plus
- Value add
- Cold storage
- Industrial
Debt
- Core mortgages
- High yield mortgages
- Secured debt
Featured experts
Infrastructure
$14B AUM
Infrastructure equity
100+
Investment professionals
Refers to experience and assets (USD) of InfraRed Capital Partners, as of June 30, 2026.
Investment strategies
Equity:
- Core
- Value add
- Renewables
Featured experts
Recent insights
U.S. P&C insurance industry investment trends
September 04, 2026
Explore how stronger balance sheets, rising book yields and shifting portfolio allocations are shaping investment decisions across the U.S. property and casualty (P&C) insurance industry, including trends in risk capacity, private markets, investment grade private fixed income, Schedule BA assets, infrastructure and CLOs.
Q2 2026: Investment Grade Private Credit update
August 10, 2026
Evolution in digital infrastructure requires a new investment approach
Market activity volumes in IG private credit bounced back in Q2 2026, recovering from concerns over global security, energy supply and other macro issues. Additionally, the expansion in scope, volume and diversity in the digital infrastructure universe could necessitate a rethinking of investment strategies in this space.
1Employee count includes investment and non-investment professionals, including those engaged in asset operations, across GreenOak affiliated entities as of June 30, 2026.
The above figures represent the combined capabilities of the entities operating under the GreenOak brand, as of June 30, 2026. Total AUM is provided in USD and includes assets managed by such entities on behalf of external clients, and the Sun Life General Account. Total AUM includes unfunded commitments, cash, equity, and other AUM, but excludes assets under administration. AUM includes assets managed by Bell Partners Inc., which was acquired by Sun Life and combined with BGO on July 2, 2026. The methodologies used to compile the total AUM are subject to change, may vary by entity, and may not reflect regulatory AUM. Where AUM is displayed by asset class, not all affiliated entities may be represented. Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists and Investment Strategists acting on behalf of certain GreenOak entities, globally.