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NWQ to manage flexible income strategy for Sun Life Global Investments Canada


Nuveen Investments’ affiliate NWQ Investment Management is to sub-advise Sun Life Global Investments’ new Sun Life NWQ Flexible Income Fund.

The high income fund draws upon the team’s bottom-up, fundamental investment approach to seek out a mix of select equity, preferred stock, and debt investments it believes will produce an optimal combination of high income and risk adjusted return.
George Webb, managing director and head of distribution for NWQ, says: “We are pleased to bring the knowledge and experience of portfolio manager Mike Carne and his team to Sun Life and their clients throughout Canada. We are also excited that we can provide our growing base of institutional partners, both within the US and beyond, meaningful access to sophisticated and diversified investment strategies designed to meet investors’ growing income needs.”
This latest mandate builds upon recent institutional appointments for NWQ and its flexible income strategy, which has grown to more than USD875m in AUM assets since the strategy’s inception, and represents a significant amount of interest from corporate, foundation, Taft-Hartley plans and individual investors, all seeking alternative fixed income strategies.

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