Go forward with conviction

Go forward with conviction

GreenOak harnesses creativity and discipline in pursuit of better investment outcomes, pairing rigorous risk management with the conviction to act when opportunity arises.

Our investment platform

Our experience across markets and asset classes allows us to combine rigorous risk management with innovative thinking. The result is a more dynamic approach to investing, one that can adapt as conditions and client needs evolve.

Our platform

Our evolution

Explore the milestones that helped shape GreenOak

Our evolution

One platform, many possibilities.

A bridge tower and cables viewed from below against a cloudy sky

The result of years of strategic acquisitions and expansion, GreenOak brings together capabilities across alternative and investment grade credit, real estate and infrastructure. Built on decades of specialized investment experience, the platform creates opportunities to draw on diverse perspectives, collaborate more deeply and deliver greater value to clients. To learn more, read the announcement introducing GreenOak and the vision behind the platform.

Read the press release

By the numbers

The scale, capabilities and global presence of our platform.

The above figures represent the combined capabilities of the entities operating under the GreenOak brand, as of (DATE). Total AUM includes assets managed by such entities on behalf of external clients, and the Sun Life General Account. AUM includes unfunded commitments, cash, equity, and other balances, but excludes assets under administration. The methodologies used to compile the total AUM are subject to change and may not reflect regulatory AUM. Where AUM is displayed by asset class, not all affiliated entities may be represented. Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists and Investment Strategists, globally.

Meet our leadership team

Drawing on experience across markets and investment disciplines, our leadership team brings the diversity of thought that shapes our investment approach.

The evolution of GreenOak

Explore the decisions, goals and ambitions driving our business, told by the people who are shaping its future.

Watch and follow the making of GreenOak series

Steve Peacher
We're trying to thread a needle.

Jacqueling Gallant
We all have to align on who we are, and we need our people to believe in that.

Michael Straka
…now what does this kind of brand stand for?

Chris Wright
I’ve got to be convinced that we can move forward…Change is natural. It's easier said than done to embrace it.

Veronique Lauzière
The key to unlock all of this is our people.

Jonathan Harari
And the stakes are very high. Super high.

Lindsay DeGrazia
It really is one of the largest growth opportunities this firm will have.

Steve Peacher
That transition’s important…It's hard and there are risks. This is a super competitive business.

Sonny Kalsi
I’m trying to look over the horizon. Yeah, we have to land this…and we will land it. I'm actually, I have zero concerns about landing it. We're going to land it, right? The plane is descending right now.

Important Information
GreenOak is the brand name under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate. The GreenOak brand is also used by BentallGreenOak (U.S.) Limited Partnership, BentallGreenOak (Canada) Limited Partnership, Crescent Capital Group LP, Infrared Capital Partners Limited, Advisors Asset Management, Inc. and their worldwide affiliates, including other regulated legal entities. Each regulated legal entity under the GreenOak brand provides products and services only where permitted under applicable law.

The commentary expressed herein is provided solely for informational purposes. It should not be relied upon as a recommendation to purchase any security or as a solicitation of investment advice. The views expressed are those of the speaker and are subject to change at any time.

Investing involves risks, including the potential loss of principal. No strategy of investment can eliminate risk or guarantee returns. This content may present materials or statements which reflect expectations or forecasts of future events. Such forward-looking statements are speculative in nature and may be subject to risks, uncertainties and assumptions. Do not place undue reliance on such statements, as actual results could differ significantly.

© 2026, GreenOak. All rights reserved.