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Sun Life Financial Inc
Symbol SLF
Shares Issued 555,403,056
Close 2026-10-26 C$ 111.51
Market Cap C$ 61,932,994,775
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Sun Life's SLC Management to rebrand as GreenOak

2026-10-26 18:17 ET - News Release

Mr. Sonny Kalsi of GreenOak reports

SLC MANAGEMENT UNVEILS GREENOAK, BRINGING ITS $326 BILLION GLOBAL INVESTMENT PLATFORM UNDER ONE BRAND

Following years of strategic acquisitions and growth, SLC Management's $326-billion (U.S.) investment management platform will come together under a single global brand, GreenOak, bringing together BGO, Crescent Capital, InfraRed Capital Partners, SLC Fixed Income and Advisors Asset Management. The brand transition will occur over the next 12 months.

"The launch of GreenOak reflects the evolution of our business and how we will operate as one integrated platform," said Sonny Kalsi, president and chief executive officer, GreenOak. "While our name may be changing, our focus remains the same: generating strong investment outcomes, delivering exceptional client service and empowering our people to do their best work."

The GreenOak platform will continue to be defined by its established investment teams, strategies and client relationships, supported by experienced leadership and a deep bench of talent positioned to lead the firm through its next phase of growth.

"The businesses coming together under GreenOak have each earned the trust of clients through deep expertise and disciplined investing. Together, we offer significant scale and breadth across public and private markets, with a presence spanning more than 31 offices in 15 countries worldwide. Bringing these capabilities together under one brand unlocks even greater potential to collaborate, innovate and deliver the full value of our platform," added Mr. Kalsi.

The GreenOak name has deep roots in investment management. Sun Life acquired GreenOak Real Estate in 2018 and combined it with Bentall Kennedy to form BentallGreenOak, which later became BGO. Its return at the broader platform level builds on that history while extending the name beyond its real estate origins to represent the full breadth of the organization today. The reimagined brand retains the strength and continuity representing the firm's collective heritage while bringing a renewed sense of growth, vitality and ambition.

The GreenOak brand will be introduced progressively across client, employee and broader market channels.

About GreenOak

GreenOak is a global investment platform with approximately $326-billion (U.S.) in assets under management as of June 30, 2026, and a presence across more than 31 offices in 15 countries worldwide. The firm invests across real estate, infrastructure, alternative credit and investment-grade fixed income, bringing together deep specialist expertise, decades of market knowledge, and the scale and reach of a global platform. GreenOak's investment capabilities are complemented by a broad distribution platform serving institutional, wealth and other investor channels around the world.

GreenOak brings together the investment capabilities represented by BGO, Crescent Capital, InfraRed Capital Partners, SLC Fixed Income and Advisors Asset Management under one global brand.

GreenOak is majority owned and controlled by Sun Life Financial. Each regulated legal entity under the GreenOak brand provides products and services where permitted under applicable law.

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