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You are on the Sun Life Financial Philippines website. Language selection is English. Expand or collapse region and language section. PHILIPPINES | EN
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.
- Our Products and Services
- Our Capabilities
- Our Investment Process
- Our Management and Financials
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
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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.
