Sun Life Financial Inc

SLF: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$55.00	Jsnv	Mlkkyvl

Rising Rates Help but Equity Market Movements Will Impact Sun Life's Outsized Asset Management Unit

Rajiv Bhatia

Mar 16, 2022

Business Strategy and Outlook

Following the 2008-09 financial crisis, Sun Life made several positive changes to its business operations, most notably selling its lagging U.S. life insurance and annuities business. Sun Life’s medium-term objectives include underlying EPS growth of 8%-10%, underlying return on equity of 12%-14%, and a dividend payout rate of 40%-50%.

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How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

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United States