Portfolio management team
Sadiq S. Adatia, Chief Investment Officer
As Chief Investment Officer, Sadiq S. Adatia manages Sun Life Global Investment’s Portfolio Management Team which offers investors leading asset management solutions from around the world.
Sadiq joined Sun Life Global Investments in 2011, just a year after the company’s launch. He brought with him strong expertise in managed solutions and tactical asset allocation and led the investment team as he further developed the company’s product lineup.
From the outset, his investment strategy has focused squarely on managing investment risk while still pursuing the growth investors are looking for. It’s a strategy that has been widely embraced, with Sadiq’s team overseeing over $20 billion today.
Sadiq’s investment knowledge is also sought after in the broader investment community, and is frequently asked by media outlets like CNBC, BNN, CBC, Bloomberg and Reuters for his insights. He also travels extensively across Canada, meeting with advisors, consultants, investors, plan sponsors and companies to discuss the markets and world economy.
Before joining Sun Life Global Investments, Sadiq was Chief Investment Officer at Russell Investments Canada. He was responsible for all domestic and foreign investment funds sold in Canada and was also the portfolio manager for Canadian equity, dividend and small cap products, as well as asset allocation funds. Prior to that, he worked at Mercer Canada as Business Leader for Investment Consulting for Central Canada.
Sadiq holds an Honours Bachelor of Mathematics degree in Actuarial Science & Statistics from the University of Waterloo. He is also a CFA Charterholder, and is a Fellow both of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.
Chhad Aul, Vice-President, Portfolio Management and Portfolio Manager
As Vice-President, Portfolio Management and Portfolio Manager, Chhad Aul oversees Sun Life Global Investment’s asset allocation strategies with a specific focus on Sun Life Granite Managed Solutions and Sun Life Milestone Funds.
When Chhad joined the company in 2014 he brought with him deep expertise in quantitative strategies, asset allocation and investing with derivatives. He uses these strengths to build and manage sophisticated solutions for Canadian investors seeking broadly-diversified portfolios.
To increase investor knowledge, Chhad also travels extensively across Canada to discuss the market and his team’s investment process with advisors and consultants.
Prior to joining Sun Life Global Investments, Chhad was Vice President and Senior Portfolio Manager at State Street Global Advisors where he managed a broad number of equity strategies – from traditional long-only funds to alternative strategies and hedge funds. Earlier he was Associate Portfolio Manager at Hillsdale Investment Management and a Quantitative Analyst at TD Securities.
Chhad holds a BASc in Engineering Science and a Master of Mathematical Finance, both from the University of Toronto. He is also a CFA Charterholder.
Kathrin Forrest, CFA , Portfolio Manager
Kathrin is responsible for providing portfolio management, fund manager oversight and leading the risk management function for Sun Life Global Investments’ suite of asset allocation funds. Prior to joining Sun Life Global Investments, Kathrin was Assistant Vice President, Product and Strategy at Sun Life Investment Management. In this role, she oversaw all aspects of the product development process across Sun Life Investment Management's group of institutional investment management companies. Prior to that, Kathrin was Assistant Vice President, Investment Consulting, where she was integral in building out Sun Life's International Investment Centre and positioning it as the primary resource for investment manager research, monitoring and search activities for Sun Life Financial globally. Kathrin originally joined Sun Life in 2004 as an Investment Analyst within the firm's Group Retirement Services division.
Kathrin holds a Master of Arts in Economics and is a CFA Charterholder. She is an active member at the CFA Society Toronto, serving on various committees including Continuing Education and Governance and Nominations.