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SLC Global Insurance Group
Customized solutions to meet the complex needs of leading insurance companies.
Heritage is our greatest asset
Insurance companies require investment solutions that reflect a comprehensive understanding of the industry’s continuously changing and region-specific regulatory, capital and accounting constraints. Our insurance heritage has guided the deliberate evolution of a global investment and insurance solutions platform that has been constructed to meet insurers’ specialized needs.
$156B
Insurance AUM
260+
Insurance company clients
55%
of SLC Management's total AUM represented by insurance clients
800+
Investment professionals
North America
$144B AUM
Europe
$7B AUM
Asia
$4B AUM
Information as of December 31, 2023, and in U.S. dollar terms unless otherwise stated. Total insurance AUM represents the combined assets managed by Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, Crescent Capital Group, InfraRed Capital Partners and Sun Life Financial, on behalf of third-party insurance clients and the Sun Life general account. Data include unfunded commitments and cash for the previously noted entities. Percentage of total firm AUM represents the assets managed for insurance clients on behalf of the SLC Management platform, including by its affiliate entities. Investment professionals include individuals from across the SLC Management group of companies, including Sun Life and affiliated entities; not all entities and their investment professionals will represent the insurance business. Region-specific data are based on client domicile and includes assets managed by Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, Crescent Capital Group, InfraRed Capital Partners and Sun Life Financial on behalf of third-party insurance clients and the Sun Life general account. Region-specific data include unfunded commitments and cash for the previously noted entities.
A platform of public and private credit and real asset strategies built for insurers
The SLC Global Insurance Group provides access to a diverse suite of investment capabilities across multiple asset classes, leveraging the expertise and resources of various SLC Management companies. These strategies are delivered in capital efficient structures when practical and serve as critical building blocks that help meet insurers’ needs for enhanced income and total return, downside risk mitigation and liquidity management.
- Public Credit
- Private Credit
- Real Estate Equity and Debt
- Infrastructure
Public Credit
US$105B in assets under management
(as of December 31, 2023)
Investment Grade
- Core/insurance core
- Short duration
- Intermediate gov’t credit
- Long credit/LDI
- Long treasury
- Structured credit/CLO
- Derivatives and overlays
Below Investment Grade
- High yield
- Senior secured loans
- Narrowly syndicated loans
- Special situations
- Multi-asset credit
Private Credit
US$70B in assets under management
(as of December 31, 2023)
Investment Grade
- Corporate private placement
- Infrastructure debt
- Structured credit/ asset-backed finance
Below Investment Grade
- Core middle market direct lending
- Lower middle market direct lending (U.S. and Europe)
- BDCs
- Insurance dedicated funds (IDFs)
- Multi-strategy
Real Estate Equity and Debt
US$84B in assets under management
(as of December 31, 2023)
Equity
- Core
- Core plus
- Value add
- Cold storage
- Industrial
- Single family rental
Debt
- Core mortgages
- High yield mortgages
- Secured debt
Infrastructure
US$13B in assets under management
(as of December 31, 2023)
Equity
- Core
- Value add
- Renewables
Information as of December 31, 2023, and in U.S. dollar terms unless otherwise stated. Data include unfunded commitments and cash for each relevant entity. AUM represents the assets managed for insurance clients on behalf of the SLC Management platform by each entity.
Bespoke solutions from a like-minded partner
Our client-centric solutions are constructed utilizing our broad global investment platform, sophisticated modeling and analytics tools, and our team’s in depth knowledge of the specialized needs of insurance companies, including the varied regulatory environments in which they operate.
Crafting customized investment portfolios for insurance companies
1.
Determine goals/objectives
2.
Understand and assess risk tolerance
3.
Estimate liquidity needs
4.
Identify and model portfolio constraints
5.
Incorporate regulatory and capital efficiency considerations
6.
Construct and monitor
portfolio
A rich history navigating the complexities of insurance portfolios across global regulatory regimes
Our experience working with more than 200 insurance companies across the globe gives us valuable insight into our clients and their unique operational and investment dynamics. We believe that our expertise in portfolio construction, risk management, credit analysis and deal sourcing leads to a highly differentiated and bespoke client experience.
Regulatory updates
Check here often for the latest updates on industry and regulatory issues that affect insurance investors.
Contact us for more information
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