SLIMTC is a new, stand-alone trust corporation duly authorized to conduct business as such by the Bangko Sentral ng Pilipinas (BSP).
Given the continuous growth and evolution of investment products, sought by both individual and institutional investors in the Philippines, SLIMTC was established and incorporated in August 2020 and started its operations in July 2021. Leveraging on its reputable parent company, Sun Life of Canada, the company aims to provide multi-strategy local and global portfolio management services, delivering superior risk-adjusted returns for its clients.
Solutions and Multi-Asset |
Public and Private Credit |
Local Equity |
Local Fixed Income |
Global Equity |
Global Fixed Income |
Liquidity Management |
Liability Driven Investing |
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.
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.
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.
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
Management Team
Michael Gerard D. Enriquez - President and Chief Investment Officer
Maria Concepcion P. Cruz - Chief Operations Officer
Ritchie Ryan G. Teo, CFA - Deputy Chief Investment Officer and Head of Fixed Income
Grace T. Chua - Head of Marketing
Evelyn D. De Castro - Head of Finance and Treasurer
Ramilo L. Ramirez - Risk Officer
Atty. Mara Angeli T. Villegas - Compliance Officer
Joel O. Bungabong – Internal Auditor
For any inquiries, feedback or concerns regarding any of SLIMTC products and services, e-mail us at: SLIMTC.Communications.Notice@sunlife.com
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.
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.
