Sun Life Asset Management and Investa announce partnership

Sun Life Investa partnership will make mutual funds management possible using the Investa App. 

Mutual funds managed by Sun Life Asset Management Company, Inc. (SLAMCI) will soon be available via
the Investa App, after the company entered into a partnership with InvestaFinancial, Inc.

The partnership was recently formalized in a virtual ceremony graced by SLAMCI President Gerald
Bautista, SLAMCI Banks and Alternative Distribution Channel Manager Angeline Cruz, Investa CEO and
Co-founder JC Bisnar, and Investa’s Senior Operations and Partnership Manager Erwin Angeles.

Just this year: Sun Life Asia now has Ingrid Johnson as president

“SLAMCI has always been committed to making investing more accessible to Filipinos. Through this
collaboration with Investa, the largest and fastest growing social-financial platform in the country, we can make a big leap towards this goal,” Bautista said.

“This is likewise aligned with our goal of digitalizing the Filipinos’ investing experience, so that it can be easily integrated into their lifestyle.”


Meanwhile, Bisnar highlighted how Investagrams and SLAMCI were aligned in its advocacy of bringing
prosperity to more Filipinos through financial literacy and investing opportunities. “Filipinos are very
hardworking, but opportunities to be more prosperous aren’t readily available to them. That’s what we
hope to address,” he said.

Under the partnership, Sun Life Prosperity Funds will be made accessible to Investa’s over one million
subscribers. They simply need to choose the fund that suits their risk appetite best, whether
conservative, moderate, balanced, growth or aggressive.

With Investa, SLAMCI expands its roster of broker partners to a total of nine (9). The other partners
include COL Financial, First Metro Securities (FirstMetroSec), Wealth Securities (WSI), Unicapital
Securities (UTrade), AB Capital Securities (ABCSI), Rampver Financials, BDO Securities and Citi Financial
Services and Insurance Brokerage (CFSI). This initiative is the latest among SLAMCI’s many efforts to
make investing a more delightful experience for Filipinos. Even amid the pandemic, the company has
been providing seamless service to its investors, enabling them to stay on track in their financial journey.
It also remains to be the largest non-bank asset management company in the country in terms of assets
under management.

Also read: Sun Life’s Dollar Advantage Fund named as one of best managed funds of the year

“Our promise to be the Filipinos’ partner in their pursuit of prosperity remains,” Bautista said. “We are
thankful for our investors’ trust and will always strive to bring them the best possible service we can

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