Sun Life Prosperity Fund Managers

MICHAEL GERARD D. ENRIQUEZ

President and Chief Investment Officer 
Sun Life Investment Management and Trust Corporation (SLIMTC) 

Mr. Enriquez joined Sun Life in 2012 as Chief Investment Officer, Sun Life of Canada Philippines, Inc. in charge of managing about US$7.0bn in assets under management. He was promoted as the President and Chief Investment Officer (CIO) of Sun Life Investment Management and Trust Corporation (SLIMTC) in 2021. As President and CIO, he is in charge of the day-to-day management, administration, operation and supervision of SLIMTC; developing and implementing relevant policies, procedures, risk management practices and controls. He is also responsible for the achievement of the volume and revenue growth targets of the SLIMTC business via establishment of long term plans, strategic direction and policies. Moreover, he is primarily accountable for the formulation and implementation of strategic and tactical portfolio strategies for all the mandates under management.  He is a member of the Sun Life Philippine Leadership Team.

Prior to joining Sun Life, he was the Vice President at BPI Asset Management and Trust Group, heading the BPI Odyssey Equity Funds. He was part of the Board of Trustees of the Fund Managers Association of the Philippines from 2012 – 2014. He has over 24 years of solid and distinguished portfolio management experience gained from stints in various investment and financial service companies. Graduated from the Ateneo De Manila University with a Bachelor of Science degree in Management.

RITCHIE RYAN G. TEO, CFA

Deputy Chief Investment Officer and Head of Fixed Income
Sun Life Investment Management and Trust Corporation (SLIMTC) 

Mr. Teo, joined Sun Life in November 2014 as Head of Fixed Income, and was promoted to SLIMTC Deputy CIO in 2021.  In his new capacity, he is responsible for overseeing all investment portfolio related activities for the firm. As Head of Fixed Income, he was responsible for the fixed income strategies employed on some of the industry leading fixed income funds.  Prior to joining Sun Life, he was an AVP and Fixed Income Portfolio Manager at BPI Asset Management and Trust Group.  He handled BPI Odyssey Fixed Income Funds, which were in the top quartile under his watch.  His other responsibilities include monitoring and rebalancing the asset allocation of the asset management’s discretionary accounts, as well as leading the liquidity team to ensure sufficient funding to maximize return on cash.  In addition, he was part of the core group of ING Investment Management, which was later on acquired by BPI.  He has more than 17 years of portfolio management experience. 

Mr. Teo served as a trustee of the Fund Managers Association of the Philippines (FMAP) from 2018- 2020.  During his stint, he founded and chaired the markets committee of FMAP.  The committee is responsible for spearheading initiatives that are market related to foster the development of capital and financial markets.  He is also a CFA Charter holder since 2010 and a certified Treasury Professional since 2012.  His other achievements include being consistently recognized as one of the Asset’s Most Astute Local Bond Investor for the Philippines.  He graduated with honors from the Ateneo de Manila University with a degree in Management Engineering. 

MA CRISTINA B. GABALDON, CPA, CFA

Head of Equities
Sun Life Investment Management and Trust Corporation (SLIMTC) 

Ms. Gabaldon is responsible for constructing fundamental and tactical strategies for the various equity-laced portfolios in SLIMTC, as well as managing equites research.

Prior to joining Sun Life, Cristina was an AVP and Senior Equity Fund Manager at BPI Asset Management, managing more than Php10bn of the firm’s equity mutual funds. She started her fund management career in Union Bank of the Philippines as an equity portfolio manager, later rising to Chief Investment Officer for the asset management division of the bank, overseeing various portfolio mandates for both equity and fixed income.

She is a seasoned investment professional with more than 14 years of fund management experience handling both equity and fixed income portfolios. Her funds managed have won numerous awards from Philippine Investment Fund Association (PIFA) and the Reuters Lipper Award. She was also voted in the The Asset awards for Asian Currency Bonds.

Cristina holds a bachelor’s degree in Commerce major in Applied Economics and Accountancy from De La Salle University, and is a Certified Public Accountant and a CFA Charter holder. She also served as a Trustee of the CFA Philippines as Treasurer (2014-2018) and is currently part of the board of trustees of Fund Managers Association of the Philippines (FMAP) as VP heading the Capital Markets Committee. She has also passed the Treasury Certification Program, SEC Fixed Income Salesman, and the Trust Operations and Investment Management Course. 

MOISES C. ESGUERRA III

Head of Portfolio Risk and Analytics
Sun Life Investment Management and Trust Corporation (SLIMTC)

Mr. Esguerra is the Head of Portfolio Risk and Analytics for SLIMTC.   He heads the team that is in charge of monitoring fund and mandate performance of the assets managed by SLIMTC, ensuring that performance metrics are monitored and that day to day management of the funds are consistent with the client-approved mandates and strategies.   He team will also oversee the planned product development and quantitative analysis processes in SLIMTC

He has over 16 years of experience in fund management as part of the team that managed the SLOCPI VUL, general life, and SLAMCI mutual funds.  Prior to joining Sun Life, he also had 7 years of experience as a fundamental research analyst in various foreign brokerage houses.

Mr. Esguerra graduated from the Ateneo De Manila University with a BS Management-Honors degree and is a Level 2 Candidate for Chartered Financial Analyst programme.

MICHAEL ADRIAN O. VERGARA

Head of Global Funds
Sun Life Investment Management and Trust Corporation (SLIMTC)

Mr. Vergara is responsible for the formulation of investment strategy and portfolio construction for all Sun Life Philippines offshore fund-of-fund and feeder products.  During his 14-year time in the investments industry, he has held various roles in portfolio management, equity research and trading.

 Sun Life Philippine’s actively managed global funds have consistently taken PIFA awards in the Global Balanced and Global Equity categories.

Prior to joining Sun Life, Michael was an associate portfolio manager at the Bank of the Philippine Islands Asset Management and Trust Group (BPI AMTG), where he handled segregated domestic equity portfolios.

Michael graduated from Central Queensland University in Australia, with an undergraduate degree in Business Administration specializing in Management and Finance. He went on to earn his MBA at the Asian Institute of Management (AIM), and completed the Ateneo de Manila – BAP Treasury Certification Program.