Group Sun Life Financial Inc.

Operates as an insurance company

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

Functions as an open-end investment fund

Sun Life-HK allocates clients' assets based on their goals and risk tolerance.

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

SLC Management employs securities investment strategies that involve fixed income securities, including investments in both publicly traded and privately offered fixed income securities. The firm also provides a range of investment strategies involving ETFs, derivatives and equity securities. In addition, they provide risk management or hedging strategies, which involve the use of various types of derivative instruments, for their affiliated clients. SLC Management employs bottom-up security selection and they are actively managing portfolios to seek relative value. The firm is looking for risk that is fundamentally or technically mispriced in order to find investment opportunities.

SLAM is an active, conservative investment manager, focused on limiting volatility to preserve assets over the long-term. The firm invests in domestic equity and debt using a fundamental approach to security selection. They also invest in money market instruments. They are a risk-averse investor favoring high-grade securities. Private lending is restricted to prime corporate issues preferably backed with collateral. Fixed-income investments consist of government and high quality corporate bonds, as well as dollar-denominated bonds.

Provides life & health insurance services

Functions as a financial holding company

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Provides insurance services

Acts as Open-End Investment Fund/Unit Trust

Functions as an investment fund

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Functions as an open-end investment fund

Provides banking services

Unit Investment Trust

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

Provides life insurance services

Functions as an open-end investment fund

Functions as investment fund

Functions as an exchange traded fund

Acts as Open-End Investment Fund/Unit Trust

Provides banking services

Provides trust services

Acts as Open-End Investment Fund/Unit Trust

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

MFSI UK is a team-based manager which seeks to help clients build diversified portfolios using the “ADR” strategy, allocate across asset classes, diversify within each class, and rebalance regularly to maintain the desired allocation. The firm follows a proprietary bottom-up security-selection process, known as MFS Original Research, with which they seek to take advantage of investment opportunities in capital markets across asset classes globally. Their portfolio managers construct diversified portfolios by combining analysts' recommendations and their own experience to select securities that match their portfolio's investment discipline.

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

AAM offers access to alternatives, exchange-traded funds, fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts.