Sun Life Financial Inc

SLF: XTSE (CAN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	CAD 68.00	Lsthk	Jbmptryjz

Rising Rates Will Benefit Sun Life but Equity Markets Remain a Headwind in Asset Management Business

Suryansh Sharma

Jan 6, 2023

Business Strategy and Outlook

Sun Life provides a variety of financial services products, including life insurance, retirement solutions, and investment management products mainly in the U.S., Canada, and Asia. The investment management business of the company has achieved adequate scale and is a source of stable earnings and maintained cash flows.

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How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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