In a press briefing on Friday, Feb. 28, 2025, officials said the company offers various investment solutions, including investment management accounts, corporate trust accounts, retirement fund accounts, and pre-need accounts.
It also provides unit investment trust funds covering money market funds, medium- and long-term fixed income, local equity index funds, and an active global fixed income “fund of funds”.
“Sun Life Investment Management provides access to a wide range of investment outlets that can help clients gain access to investment opportunities both locally and globally,” SLIMTC president Michael Gerard Enriquez said.
Managed by experienced investment professionals, SLIMTC ranks as the sixth-largest trust company in the Philippines and the second-largest standalone trust entity. As of December 2024, its assets under management reached P400 billion.
The company has also earned industry recognition, receiving accolades at the Asset Benchmark Research Awards in Singapore. It was named one of the Top Investment Houses under the Local Currency Bond category.
Additionally, its fixed income portfolio manager, Chelsea Vanessa Lim, secured the second spot as the Most Astute Investor for Local Currency Bonds and the top ranking for G3 Bonds.
“Our achievements in the past four years fuel our drive to help even more Filipinos achieve lifetime financial security,” Enriquez said. “Sun Life Investment Management is only just beginning, and we look forward to offering more relevant and sophisticated investment solutions.”
For more information on its products and services, visit www.slimtc.ph.
— Edited by Daxim L. Lucas
