Sun Life Investment Management and Trust Corporation

 

 

 

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.

 
Our Capabilities

Solutions and Multi-Asset  

  Public and Private Credit

      Local Equity 

  Local Fixed Income

Global Equity 

  Global Fixed Income

Liquidity Management 

  Liability Driven Investing

SLIMTC Assets Under Management

  • 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.
     
  • 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)
     
  • 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. 

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. 

SLIMTC Investment philosophy in local and global markets

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

INVESTMENT PROCESS

SLIMTC investment process

Board of Directors

Sancho Constantino Y. Chan - Chairman of the Board
Michael Gerard D. Enriquez - President and Director
Michael Oliver G. Manuel - Director
Olivier Szwarcberg - Director
Emilio S. De Quiros, Jr. - Independent Director
Dominador 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
Jeanemar S. Talaman - Head of Finance
Ramilo L. Ramirez - Risk Officer
Atty. Mara Angeli T. Villegas  - Compliance Officer

Sun Life Investment Management and Trust Corporation (“SLIMTC”) is regulated by the Bangko Sentral ng Pilipinas Telephone: +632-8708-7087

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.

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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 subscrivers 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.