Village Connect
Sun Life Investment Management and Trust Corporation (SLIMTC) is reinforcing its position as a leading investment solutions provider in the Philippines as it celebrates its fourth anniversary this July. The company continues to introduce innovative financial products aimed at helping Filipinos diversify their portfolios and secure long-term financial growth.
“Our goal is to provide clients with a wide range of investment opportunities tailored to their financial needs,” said Michael Gerard Enriquez, President of SLIMTC. “We are committed to delivering expertly managed solutions that enable individuals and institutions to navigate both local and global markets with confidence.”
SLIMTC’s portfolio includes Investment Management Accounts, Corporate Trust Accounts, Retirement Fund Accounts, and Pre-Need Accounts, designed to cater to various financial goals. The company also offers Unit Investment Trust Funds (UITFs), including money market, fixed income, and equity-based investments, giving investors flexible options based on their risk appetite and investment horizon.
A key driver of SLIMTC’s growth is its team of seasoned investment professionals who apply local and international market expertise to optimize returns. This expertise has helped the company achieve PHP 400 billion in assets under management as of December 2024, making it the sixth-largest trust company in the country and the second-largest standalone trust entity.
The company’s outstanding performance has also gained international recognition. At the Asset Benchmark Research Awards in Singapore, SLIMTC was recognized as one of the Top Investment Houses for Local Currency Bonds. Additionally, Fixed Income Portfolio Manager Chelsea Vanessa Lim was ranked among the most astute investors for both Local Currency and G3 Bonds.
SLIMTC sees these milestones as stepping stones toward further expansion. “Our achievements over the past four years inspire us to continuously improve and develop more sophisticated investment solutions,” Enriquez added. “We are dedicated to helping more Filipinos achieve financial security through smart and strategic investment planning.”
As SLIMTC moves forward, it remains focused on delivering client-centric investment products and enhancing its role in the financial industry. For more information on its latest offerings, visit www.slimtc.ph.
