A trusted partner to growth-minded Filipinos.

Our History

Sun Life Investment Management and Trust Corporation (the “Company” or “SLIMTC”) was incorporated and registered with the Philippine Securities and Exchange Commission (SEC) on August 28, 2020 and started its operations on July 26, 2021, primarily to carry and engage in the business of trust, other fiduciary business and investment management activities. 

Managing over PHP 433 Billion worth of assets as of 29 Dec 2025, its mission is to be a trusted investment partner of its 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 Investment Principles

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 to help you:

Balance, assess, and monitor your financial growth

Execute on a systematic, transparent strategy

Navigate the markets through our research and investment ideas

Make important and informed investment decisions

 

Our Affiliation

Our Purpose

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.

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 Team of Experts

Investments Team

Ritchie Ryan Teo, CFA

Chief Investment Officer

Francis Albert Alcausin, CFA

Head of Fixed Income

Moises Esguerra III

Head of Portfolio Risk and Analytics

Michael Adrian Vergara

Head of Multi-Asset

Mark Alan Canizares

Head of Equities

Ivan Corcuera

Head of Insurance Investment

The Senior Management

Michael Gerard Enriquez

President

Ritchie Ryan Teo, CFA

Chief Investment Officer

Jeanemar Talaman

Head of Finance and Treasurer

Moises Esguerra III

Head of Portfolio Risk and Analytics

Ramilo Ramirez

Risk Officer

Joel Bungabong

Internal Auditor

Dreda Teresa Mendoza

Head of Sales

Rafael Paolo Sanchez

Chief Operations Officer (OIC)

Dino Macasaet

Head of Strategic Development, Training and Licensing

Elvie Reyes

Chief Compliance Officer

Atty. Anna Katrina Kabigting-Ibero

Corporate Secretary

Atty. Frances Ianna Canto

Assistant Corporate Secretary and Associate General Counsel for Asset Management

  • Benjamin Bin Deng - Chairman
  • Michael Gerard Enriquez - President and Director
  • Sancho Constantino Chan - Director
  • Olivier Joel Emile Szwarcberg - Director 
  • Emilio De Quiros, Jr - Independent Director
  • Consuelo Garcia - Independent Director
  • Francisco S.A. Sandejas - Independent Director

Our Financials

Year Document
2024 Annual report
2023 Annual report
2022 Annual report
2021 Annual report