Working with retirement plans

Plan sponsors face unique requirements and challenges to meet the needs of their participants. That’s why we work closely with our clients to understand their goals and risk tolerance and create custom solutions that help them achieve their long-term objectives.

Our clients range from defined benefit (DB) plan sponsors looking to enhance yield or return, to those taking their first steps to reduce funded status volatility, to late-stage plans looking to fine-tune their custom liability driven investment (LDI) strategies. 

We work closely with public plans seeking strategies to help manage risk, return and liquidity in their portfolios and partner with defined contribution (DC) plan sponsors aiming to diversify their offerings. 

$76B DB

Pension plan AUM

1,050+

Pension 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 plan’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 retirement planning 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.