Sun Life Investment Management and Trust Corporation

Sun Life Investment Management and Trust Corporation (SLIMTC) is a stand-alone trust corporation duly authorized to conduct business as such by the Bangko Sentral ng Pilipinas (BSP).

Reinforcing Sun Life Philippines’ 128 years presence and strong leadership position, SLIMTC aims to provide a multi-strategy local and global portfolio management services, delivering superior risk-adjusted returns for its clients.

 

Your trusted investment partner for life.

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Investment Management Account (IMA)

We customize fund management solutions according to a client’s specific objectives and requirements.  Our expertise enables clients to diversify their portfolio given our access to a wide spectrum of financial instruments and asset types.

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Retirement Fund Account

We provide comprehensive services - establishing and managing pension and provident funds for the designated beneficiaries of our clients.

We offer the following types*:

  • Defined Benefit Plans
  • Defined Contribution Plans


*These plans facilitate the availment of tax benefits under the following laws:

  • Republic Act No. 7641 or the Compulsory Retirement Law
  • Republic Act No. 4917 (Tax Benefits and Incentives)
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Pre-Need Account

We provide fund management solutions to companies operating pre-need plans.  Our expertise enables companies to deliver guaranteed benefits and services in compliance with regulatory requirements. 

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Corporate Trust Account

We provide solutions for clients in need of trust arrangements for a specific purpose or beneficiaries. Our expertise enables clients to comply with regulatory requirements.

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Unit Investment Trust Fund (UITF)

Our UITFs offer a simple and efficient way of investing in a wide selection of financial instruments and securities denominated in Philippine Pesos and US Dollars.

Click here to know more about SLIMTC’s UITFs

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Local and Global Investment Assets

SLIMTC has access to a wide range of investment outlets enabling us to provide our clients with well diversified portfolios.

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Solutions-based Investment Strategies

Investment strategies are constructed specific on our clients' objectives and requirements.

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Macro-economic, Credit, and Equity Research

Our investment strategies are backed by in-depth macro-economic, credit, and equity research leveraging from both our local and global expertise.

Our Investments Team

Ritchie Ryan Teo, CFA - Chief Investment Officer

Michael Adrian Vergara - Head of Equities and Global Funds

Francis Albert Alcausin, CFA - Head of Fixed Income

Moises Esguerra III - Head of Portfolio Risk and Analytics

Jaime Antonio Lopez – Investment Research Director

SLIMTC stresses the core principles of risk management which include identifying, analyzing, managing, and controlling risks in client portfolios.  We do these via asset diversification, fundamental research and analysis of cash flows, proactive and continuous portfolio monitoring, and active fund management.

 

Given clients’ various needs, we provide a wide range of solutions – from portfolio design to asset allocation and advisory.

Our Investment Process

Our Mission

Be a trusted investment partner of our clients in their pursuit of deeper financial acumen by enlightening them with sound advice, empowering them with innovative investment solutions, and engaging them through world-class service.

Our Vision

Become the most trusted Philippine investment management company, leveraging on our global presence and local expertise, guiding clients to prosperity with relevant solutions and world-class service.

Our Management Team

Michael Gerard D. Enriquez - President
Maria Concepcion P. Cruz - Chief Operations Officer
Ritchie Ryan G. Teo, CFA - Chief Investment Officer
Grace T. Chua - Head of Marketing
Evelyn D. De Castro - Head of Finance and Treasurer
Ramilo L. Ramirez - Risk Officer and Officer-in-Charge for Compliance
Joel O. Bungabong – Internal Auditor

 

Our Board of Directors

Jose Alphonso T. Sala - Chairman of the Board
Michael Gerard D. Enriquez - President and Director
Sancho Constantino Y. Chan- Director
Olivier Joel Emile Szwarcberg - Director
Emilio S. De Quiros, Jr. - Independent Director
Dominador T. Gregorio III - Independent Director
Consuelo D. Garcia - Independent Director

Our Financials

Download the Sun Life Investment Management and Trust Corporation Annual Report:

2022 Annual Report

2021 Annual Report

Connect with us:

Interested about our investment and trust management products? Have inquiries or feedback?

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In compliance with the Data Privacy Act of 2012 (Republic Act No. 10173), you agree that the Company shall process your personal data to: a) evaluate your application and administer your account; b) process transactions and enforce/fulfill contractual rights/obligations; c) improve the provision of products and services (including improvement in systems and business processes, data analytics, automated processing, etc.); d) comply with legal obligations, as well as laws and regulations (domestic or foreign); and e) manage risks and pursue its legitimate interests, including verification and obtaining additional personal data from third party sources. The Company may disclose your personal data to its affiliates, service providers, regulators, and other third parties for processing consistent with the foregoing purposes, who shall be bound by contractual or other reasonable means to protect your personal data.

Your personal data shall be retained throughout the existence of your account(s) and/or upon the later of the expiration of the retention limit set by Company standards, laws and regulations, counted from account closure. You certify that you understand and agree with the declarations and authorizations above and the Company’s privacy statement as attached in this document and Sun Life data privacy policies at https://online.sunlife.com.ph/privacy

For any inquiries, feedback or concerns regarding any of SLIMTC products and services, reach us through: 

  • Email: SLIMTC.Communications.Notice@sunlife.com
  • Postal mail: Sun Life Investment Management and Trust Corporation. 11F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig. 
  • Telephone: (02) 8555-8888

 

Sun Life Investment Management and Trust Corporation

11F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig. Telephone Number: (02) 8555-8888

 

Sun Life Investment Management and Trust Corporation (SLIMTC) is regulated by the Bangko Sentral ng Pilipinas.

Telephone: +632-8708-7087 

Email: consumeraffairs@bsp.gov.ph

BSP Webchat: http://www.bsp.gov.ph

SMS (Globe subscribers only): (02)-158-2277

Facebook: https://www.facebook.com/BangkoSentralngPilipinas/

 

Disclaimer: Any information contained on this website is for general information only and should not be solely relied upon to make any business or investment decisions. It is not intended to provide professional, investment or any other type of advice or recommendation in relation to purchases or sales of securities whether or not they are related to SLIMTC. It is recommended that you should seek professional advice before making any such investment decision. Any information reflected herein are subject to change at any time without notice.