Sun Life Financial Inc

SLF: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$65.00	Zwzs	Gckgdgdh

Higher Rates and Decent Underwriting Profitability Position Sun Life Well for 2024

Suryansh Sharma

Mar 4, 2024

Business Strategy and Outlook

Sun Life Financial provides a variety of financial-services products including life insurance, retirement solutions, and investment management, mainly in the U.S., Canada, and Asia. The investment management business of the company has achieved adequate scale and is a source of stable earnings and cash flows.

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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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