Potential benefits for investors
Investors gain access to actively managed investment grade and high yield private credit strategies, which can provide:
Interested in Private Credit investing?
Average industry experience of investment team members
Private credit assets under management
Years managing private credit assets
As of June 30, 2024
Our investment teams have specialized in private debt for more than 40 years, offering the necessary skills to navigate a nuanced asset class.
Investors can gain access to privately issued investment grade bonds, as well as high yield securities such as senior bank loans, high yield bonds, mezzanine debt and distressed debt.
We integrate environmental, social and governance (ESG) considerations as enabled throughout our investment processes, which we believe can result in attractive risk-adjusted returns for our clients.
Our strategies have achieved excess spreads with lower default rates than their representative benchmarks over time.
Origination & sourcing
Prospective investments are sourced through a network that includes commercial and investment banks, independent brokers, private equity firms, developers, other lenders and potential investments directly from issuers.
Underwriting & due diligence
All potential investments undergo a rigorous analytical underwriting process. Prospective investments that pass a preliminary review are researched further through on-site meetings with management teams as well as extensive due diligence processes.
Portfolio monitoring
Portfolios are monitored on a continual basis and through formal quarterly and annual reviews focused on covenants compliance, financial statements, ratings reviews and recommendations.
Credit risk management
Credit risk is managed continually through an independent governance structure and via proprietary scorecards and risk ratings.
Daily valuation
Our investment grade private credit funds are valued daily, based on monthly deal-by-deal valuation from a third party and, ensuring transparency for investors.
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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.
