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Event Date Wed Nov 24 EST (14 days ago)
Location Online
Region Americas

Target Date Funds (TDFs) have become the dominant investment vehicle in the Capital Accumulation Plan industry: 84% of plans on the Sun Life Group Retirement Services recordkeeping platform use TDFs as their default investment option, and TDFs account for over 80% of monthly net inflows. As a result, the performance of TDFs will play a significant role in the retirement outcomes of millions of Canadians for decades to come.

An overview of the investment process of a Canadian-based TDF manager, highlighting the decisions and trade-offs that are continually being made in the pursuit of a TDFs ultimate objective – providing Canadians with a sustainable income during their retirement.

Who Should Attend:
• Plan Sponsors.
• Human Resource Professionals.
• Retirement and Benefits Professionals.
• Consultants and Brokers.
• Insurers and Plan Providers.


2021 Speakers

Christine Tan
Portfolio Manager, Sun Life Global Investments

James Wells
Director, Institutional Business Development and Client Relationships, Sun Life Global Investments

Sponsors & Partners

2021 Sponsors

• Gold
• Hub
• Trust Services
• Silver
• Canada Life
• The Co-Operators
• SSQ Insurance
• Desjardins
• Sun Life
• Bronze
• Equitable Life Of Canada
• iA Financial Group
• Manulife
• Morneau Shepell
• Blue Cross