Sun Life Financial Inc. (SLF) - Financial and Strategic SWOT Analysis Review by GlobalData

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									           Sun Life Financial Inc. (SLF) - Financial and Strategic SWOT Analysis
                                            Review
        Reference Code: GDFS33259FSA                                                                                           Publication Date: JUL 2013

          6th Floor, 150 King Street West                    Phone              +1 416 9794800                  Revenue          17,559 (million CAD)
          Toronto, ON                                        Fax                +1 416 9793121                  Net Profit       1,681 (million CAD)
          M5H 1J9                                            Website            www.sunlife.com                 Employees        14,890
                                                                                SLF [Toronto         Stock
          Canada                                             Exchange                                           Industry         Financial Services
                                                                                Exchange]

       Company Overview
       Sun Life Financial Inc. (Sun Life) is an international financial organization offering protection and wealth management solutions to
       individual and corporate clients. The company's product portfolio consists of individual life insurance, group life insurance, dental
       insurance and disability insurance, individual annuity and savings, group pension and retirement, individual health insurance,
       asset management, mutual funds, and reinsurance. Sun Life main markets include Canada, the US, Bermuda, Ireland, the UK,
       India, China, Hong Kong, Philippines, Japan and Indonesia. The company focuses on expanding its business in Asia region. Sun
       Life is headquartered in Ontario, Canada.
       Key Executives                                                                SWOT Analysis
                      Name                                 Title                      Sun Life Financial Inc., SWOT Analysis
         Dean A. Connor                      Chief Executive Officer                  Strengths                              Weaknesses
         David A. Ganong                     Director
                                                                                      Leading Market Position                Sale of US Annuity Business
         Krystyna T. Hoeg                    Director
                                                                                      Operational Performance                Net Investment Income
         Idalene F. Kesner                   Director
         James H. Sutcliffe                  Chairman
        Source: Annual Report, Company Website, Primary and Secondary
                                                                                      Opportunities                          Threats
        Research, GlobalData
                                                                                      Positive Outlook for Global            Fee Disclosure Regulations
       Share Data                                                                     Wealth Market
                                                                                                                             Low Interest Rate Environment
         Sun Life Financial Inc.
                                                                                      Joint Venture
        Share Price (CAD) as on 15-Jul-                                32.95
        2013
                                                                                     Source: Annual Report, Company Website, Primary and Secondary Research,
        EPS (CAD)                                                        2.29        GlobalData
        Market Cap (million CAD)                                      19,883
        Enterprise Value (million CAD)                                24,472
        Shares Outstanding (million)                                     603
       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData

       Financial Performance




       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData




Sun Life Financial Inc. (SLF) - Financial and Strategic SWOT                                                                   Reference Code: GDFS33259FSA
Analysis Review
Source : www.globalcompanyintelligence.com                                                                                                                     Page 1
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       Table of Contents
       Table of Contents ............................................................................................................................................................................... 2
          List of Tables .................................................................................................................................................................................. 3
          List of Figures ................................................................................................................................................................................. 3
       Section 1 - About the Company.......................................................................................................................................................... 4
       Sun Life Financial Inc. - Key Facts ..................................................................................................................................................... 4
       Sun Life Financial Inc. - Key Employees ............................................................................................................................................ 5
       Sun Life Financial Inc. - Key Employee Biographies .......................................................................................................................... 7
       Sun Life Financial Inc. - Major Products and Services ....................................................................................................................... 9
       Sun Life Financial Inc. - History ........................................................................................................................................................ 10
       Sun Life Financial Inc. - Company Statement .................................................................................................................................. 12
       Sun Life Financial Inc. - Locations And Subsidiaries ........................................................................................................................ 13
          Head Office ................................................................................................................................................................................... 13
          Other Locations & Subsidiaries ..................................................................................................................................................... 13
          Joint Venture................................................................................................................................................................................. 14
       Section 2 – Company Analysis ......................................................................................................................................................... 15
       Sun Life Financial Inc. - Business Description.................................................................................................................................. 15
       Sun Life Financial Inc. - Corporate Strategy ..................................................................................................................................... 17
       Sun Life Financial Inc. - SWOT Analysis .......................................................................................................................................... 18
          SWOT Analysis - Overview........................................................................................................................................................... 18
          Sun Life Financial Inc. - Strengths ................................................................................................................................................ 18
             Strength - Leading Market Position ........................................................................................................................................... 18
             Strength - Operational Performance.......................................................................................................................................... 18
             Strength - Adequate Capital ...................................................................................................................................................... 18
          Sun Life Financial Inc. - Weaknesses ........................................................................................................................................... 18
             Weakness - Sale of US Annuity Business ................................................................................................................................. 18
             Weakness - Net Investment Income.......................................................................................................................................... 19
          Sun Life Financial Inc. - Opportunities .......................................................................................................................................... 19
             Opportunity - Positive Outlook for Global Wealth Market .......................................................................................................... 19
             Opportunity - Joint Venture ....................................................................................................................................................... 19
             Opportunity - Strategic Acquisition ............................................................................................................................................ 19
          Sun Life Financial Inc. - Threats ................................................................................................................................................... 19
             Threat - Fee Disclosure Regulations ......................................................................................................................................... 19
             Threat - Low Interest Rate Environment.................................................................................................................................... 20
             Threat - Competition.................................................................................................................................................................. 20
       Sun Life Financial Inc. - Key Competitors......................................................................................................................................... 21
       Section 3 – Company Financial Ratios ................................................................................
								
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