Core Insights - SLGI Asset Management Inc. launched its first exchange-traded series (ETF Series) on three new fixed income ETFs, providing investors with access to specialized portfolio management expertise [1] - Sun Life Global Investments, established 15 years ago, combines the strength of Sun Life with internal multi-asset solutions capabilities [2] - As of September 30, 2025, Sun Life Global Investments manages $63.27 billion in assets across various investment products, including institutional mandates, mutual funds, ETFs, and guaranteed wealth products [3] Company Overview - Sun Life Global Investments operates under the trade name of SLGI Asset Management Inc., along with Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc., all part of the Sun Life group [4] - The new ETF Series includes the Sun Life Core Advantage Credit Private Pool, Sun Life MFS Global Core Plus Bond Fund, and Sun Life Crescent Specialty Credit Private Pool [4]

Core Insights - SLGI Asset Management Inc. has launched its first ETF Series on three popular active fixed income funds, marking its entry into the growing ETF market in Canada, which has $612.6 billion in assets [1] - The new ETF Series provides advisors and investors with access to specialized portfolio management expertise from sub-advisors MFS Investment Management, SLC Management, and Crescent Capital Group [1][4] - The funds will begin trading on the Toronto Stock Exchange (TSX) and aim to offer flexibility and choice for building tailored income portfolios [1][4] Fund Details - The three funds in the ETF Series include: - Sun Life Core Advantage Credit Private Pool – ETF Series (Ticker: SLCA) with a management fee of 0.43% [2] - Sun Life MFS Global Core Plus Bond Fund – ETF Series (Ticker: SLGC) with a management fee of 0.43% [2] - Sun Life Crescent Specialty Credit Private Pool – ETF Series (Ticker: SLSC) with a management fee of 0.70% [2] - The Sun Life Core Advantage Credit Private Pool aims to provide income while preserving capital through investments in debt securities [3] - The Sun Life MFS Global Core Plus Bond Fund seeks total return through investments in both investment grade and non-investment grade debt securities globally [3] - The Sun Life Crescent Specialty Credit Private Pool focuses on income and capital preservation by investing primarily in non-investment grade high yield debt securities [3] Company Overview - Sun Life Global Investments is part of Sun Life's commitment to helping Canadians achieve lifetime financial security, managing $40.95 billion as of December 31, 2024 [8] - The company has established itself as one of the largest asset managers for defined contribution pensions and offers a diverse suite of solutions including mutual funds, segregated funds, and now ETF Series [5][6] - Sun Life Global Investments leverages the expertise of world-class sub-advisors to provide innovative investment solutions tailored to the complex wealth needs of Canadians [4][6]