Overview
Read the full story Sun Life Stories Purpose-Driven People: Ying Murdoch’s story For Ying, what stands out most about her work isn’t just the pace of investing, it’s the responsibility that comes with it.1
Sun Life Financial's investment assets support insurance reserves and enterprise balance sheet objectives.1
Investment program
- Estimated AUM
- $1.6T as of Dec 31, 20252
- Capital pool
- general_account1
- Investment model
- For its general account, Sun Life says it employs asset managers to invest and manage the account’s monies; in some cases those managers are wholly owned Sun Life subsidiaries. The page also refers to asset managers Sun Life hires, documenting affiliated and hired managers.3
- Investment approach
- "Our diversified strategy combined with our focus on our Client and our Purpose proved its strength and resilience throughout the quarter.2
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: venture capital, real estate, infrastructure, fixed income.2
- Performance
- Not listed yet
- Governance
- Sun Life’s Governance Committee assists the Board in overseeing the Investment Plan and investment performance, including practices, procedures and controls for managing the general fund investment portfolio.4
- Investment team
- A disciplined approach focused on what matters most In this video, Ying Murdoch, Managing Director, Performance & Risk, Office of the Chief Investment Officer, shares what it means to be Purpose-driven in her role.2
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (sunlife.com)Parent organization overview, Pool purpose, Capital pool · checked Jul 25, 2026
- Annual report (prnewswire.com)Estimated AUM, Investment approach, Asset allocation, Investment team · checked Jul 25, 2026
- Annual report (sunlife.com)Investment model · checked Aug 6, 2026
- Website (sunlife.com)Governance · checked Aug 6, 2026
- Website (sunlifeglobalinvestments.com)Investment office page · checked Jul 25, 2026
Reports and filings
- Public evidence references these asset classes or allocation areas: venture capital, real estate, infrastructure, fixed income.Annual report · checked Jul 25, 2026
- For its general account, Sun Life says it employs asset managers to invest and manage the account’s monies; in some cases those managers are wholly owned Sun Life subsidiaries. The page also refers to asset managers Sun Life hires, documenting affiliated and hired managers.Annual report · checked Aug 6, 2026
- Sun Life describes itself as an asset management and insurance company whose purpose is to help clients achieve lifetime financial security and live healthier lives. Its 2025 annual report states that it operates in 28 markets, serving more than 85 million clients with 68,800 employees.Annual report · checked Aug 6, 2026
Profile and job sources
- Website (sunlife.com)Website · checked Jul 25, 2026
- Website (sunlife.com)Website · checked Jul 25, 2026
- Website (sunlife.com)Website · checked Aug 6, 2026
- Website (sunlifeglobalinvestments.com)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026