Working with insurance companies

Insurance companies face unique challenges. Throughout our engagements, we gain a deep understanding of our clients’ specific situations and their evolving needs. As a global insurance asset management group, we work in tandem with our clients to deliver integrated solutions tailored to meet their objectives. 

Our clients include life, P&C and health insurers and reinsurers, both domestic and international. We manage client portfolios along the duration spectrum and in multiple regulatory and tax regimes.

$140B

Insurance AUM

250+

Insurance company clients

200+

Investment professionals

$93B

Public Fixed Income AUM

$61B

Private Credit AUM

$81B

Real Estate AUM

As of September 30, 2022

Our approach

  • Collaborate to understand our client’s risk, return and liquidity objectives

  • Analyze the drivers of return and volatility in the client’s assets and liabilities 

  • Develop solutions utilizing traditional or customized benchmarks to meet the client’s unique objectives 

  • Implement with access to diversified sources of credit

  • Monitor and adjust to reflect market conditions and to meet the changing needs of the client

Diverse range of investment strategies

Clients benefit from our diverse investment offerings across asset classes and through public and private strategies across the credit spectrum.

  • Public fixed income
  • Private credit 
  • Infrastructure
  • Real Estate equity & debt
  • Derivatives overlays

Explore more insurance solutions insights

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 and InfraRed Capital Partners.