Benefits for investors

Actively managed investment grade and below investment grade public fixed income strategies can provide investors with a host of benefits to strengthen their portfolios, including:

  • Consistent income
  • Liquidity
  • Opportunity for liability matching
  • Potential for higher yields while preserving capital

Interested in Public Fixed Income investing?

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18 years

Average industry experience of investment team members

$93 Billion

Public Fixed Income assets

$283 Billion

Total firm assets under  management

150+

Years managing assets

As of December 31, 2023

Key differentiators

Expertise across the credit spectrum

Our teams specialize in managing investment grade and below investment grade strategies, providing clients access to insights across the full credit opportunity set.

In-depth macro and fundamental research

Our process includes top-down views assessing credit cycle risks and economic factors, along with deep bottom-up research of individual issuers and sectors.

Nimble and effective execution

Our integrated team-based approach to research, portfolio management and trading leads to more efficient decision-making.

Ability to leverage global insights

Our credit teams are organized by global credit sectors, with more than 200 investment professionals* covering markets across regions.

Strong portfolio performance

Our strategies have generated alpha across a variety of market cycles and have the potential to achieve superior risk-adjusted returns for our clients.

* Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists, and Investment Strategists, globally, under Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S.) LLC, Crescent Capital Group, InfraRed, BentallGreenOak, and Advisors Asset Management.

We offer public fixed income strategies across the credit spectrum. Our rigorous investment process aims to generate outperformance over time while helping our institutional clients achieve their long-term objectives.

Learn more about our strategies and teams below, and request our factsheets for more details.

Richard Familetti, CFA

Chief Investment Officer, U.S. Total Return Fixed Income

SLC Management’s investment grade strategies combine top-down and bottom-up research to identify relative value opportunities. Throughout the investment process, we take a neutral stance on interest rates and aim to add value primarily through security selection and portfolio construction.

You can request our factsheets for more information in the form below.

Securitized opportunistic

Daniel J. Lucey Jr., CFA

Senior Managing Director, Senior Portfolio Manager

Philip Mendonca

Managing Director, Senior Portfolio Manager

Low Duration Income Strategy

Daniel J. Lucey Jr., CFA

Senior Managing Director, Senior Portfolio Manager

Philip Mendonca

Managing Director, Senior Portfolio Manager

Matthew Salzillo

Managing Director, Portfolio Manager

Core Fixed Income Strategy

Michael Donelan, CFA

Senior Managing Director, Senior Portfolio Manager

Daniel J. Lucey Jr., CFA

Senior Managing Director, Senior Portfolio Manager

Philip Mendonca

Managing Director, Senior Portfolio Manager

Matthew Salzillo

Managing Director, Portfolio Manager

Long Credit Strategy

Richard Familetti, CFA

Chief Investment Officer, U.S. Total Return Fixed Income

Annette Serrao

Managing Director, Portfolio Manager

Matthew Salzillo

Managing Director, Portfolio Manager

LDI/Custom Pension Solutions

Richard Familetti, CFA

Chief Investment Officer, U.S. Total Return Fixed Income

Annette Serrao

Managing Director, Portfolio Manager

Matthew Salzillo

Managing Director, Portfolio Manager

Daniel J. Lucey Jr., CFA

Senior Managing Director, Senior Portfolio Manager

Philip Mendonca

Managing Director, Senior Portfolio Manager

Our below investment grade strategies (also known as capital markets) are managed by Crescent Capital Group, a global alternative fixed income manager. The investment process focuses on identifying attractively priced debt securities at all levels of a company’s capital structure with the aim of generating income while preserving capital for our clients.

Learn more about the specialty managers powering our global investment platform


Crescent Capital Group strategies
 

CCG – Bank Loans

CCG – High Income

CCG – High Yield

CCG – Structured Products

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Private Credit  Real Estate  Infrastructure

The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, Crescent Capital Group, BentallGreenOak, InfraRed Capital Partners, and Advisors Asset Management.