Sun Life Financial Inc

SLF: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$48.00	Rgrn	Rrysfxm

Robust AUM Levels and Higher Rates Should Lead to Strong Profitability for Sun Life

Suryansh Sharma

Aug 13, 2024

Business Strategy and Outlook

Sun Life Financial provides a variety of financial services products including life insurance, retirement solutions, and investment management, 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 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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Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

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To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

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United States