New Sun Life Bright Paper: Redefining Investment Success in Capital Accumulation Plans

June 04, 2026

One of the key discussions among Capital Accumulation Plan committees includes reviewing performance of equity funds. This is especially true since many equity managers underperformed their market benchmarks in recent years.

To support these discussions, our latest Bright Paper, Redefining Investment Success in Capital Accumulation Plans provides relevant context for the below-index performance, how members define investment success and importantly, a toolkit for evaluating investment success for the equity funds in your plans.

Specifically, the paper covers some key considerations, including:

  • How do members define investment success?
  • Has the fund’s investment style been out of favour?
  • Has the manager been managing the risks associated with an increasingly concentrated market?
  • How has the fund performed relative to peers? How has the fund performed over the long-term?

Click here to read Redefining Investment Success in Capital Accumulation Plans and contact the GRS Investment Solutions team today to discuss further.

Questions? We’re here to help.

Please contact your Group Retirement Services Representative.