Sun Life Asset Management Breaches P60B AUM; New Investor Education Campaign Launched

Sun Life Asset Management Company, Inc. (SLAMCI) has achieved a record high for its assets under management (AUM), which has reached the P61-billion mark.

SLAMCI currently serves over 131,000 clients nationwide via 11 funds that cater to different investors and answer their different needs. As of the first quarter of 2017, SLAMCI maintains its position as the largest non-bank asset management company.

SLAMCI President Riena Pama stated that the company is delighted to mark the milestone, which sets off a good momentum for the year.

“We would like to thank our clients for their trust and support over the years,” Pama said. “This further inspires us in our efforts to reach more Filipinos and help them start their investing journey so they may be able to achieve prosperity.”

At present, SLAMCI is focusing on engaging millennials who earn their own money, but do not have any financial investment. This was the inspiration behind the company’s latest investor education campaign dubbed “Make It Mutual,” which will have SLAMCI ambassador Matteo Guidicelli starring in a series of vlogs (video blogs) that aim to teach viewers the basics of investing and demonstrate how it can help them achieve their #lifegoals.

“It’s best to start early in terms of educating them on the different financial investments they can utilize in order to grow their money. Some of them may be hesitant to invest because they don’t understand how it works, and so we will break it down for them in this series of videos,” Pama said.

Comprised of four modules, the videos will tackle topics relevant to personal finance, such as growing one’s money, beating inflation and investing regularly. To make it easy for the viewer to relate these to real life, the modules shall be demonstrated in themes familiar to them, like travel, fashion, and fitness, among others. All videos will be shared via social media to make it readily accessible.

The “Make It Mutual” campaign is just the first of Sun Life’s series of financial literacy initiatives this year. According to Sun Life Chief Marketing Officer Mylene Lopa, more will be launched in the coming days as Sun Life rolls out its Financial Independence Month campaign in June. “We remain committed to this cause. Sun Life is always eager to promote it in ways that are creative, relatable, easily understandable,” she said. “We will never tire of advocating financial literacy to Filipinos.”