SAGICOR Investments Jamaica is reinforcing its dominance in the country’s collective investment market, with assets under management standing at $118.5 billion at the end of June, reflecting continued investor confidence in the company’s long-term investment strategy and wealth management offerings.

The figure, which excludes approximately $33 billion in interfund investments, underscores Sagicor’s position as Jamaica’s largest collective investment scheme (CIS) manager.

“Our leadership in Jamaica’s unit trust [CIS] market is the result of decades of earning our clients’ trust through consistent performance, disciplined investment management, and an unwavering focus on helping Jamaicans build long-term wealth,” Sagicor Jamaica Group President and CEO Christopher Zacca said.

“We are proud of that position and of the responsibility it represents. Every day we remain committed to delivering value and investment solutions that help our clients achieve their financial goals,” he added, noting that the reported $118.5 billion excludes inter-fund investments, which occur when one fund invests in another.

The growth comes as Sagicor continues to invest heavily in digital technology to make investing more accessible and efficient for clients.

Earlier this year, the Jamaica Observer reported that Sagicor Investments completed a major enhancement to its digital platform, giving clients the ability to buy and sell shares listed on the Jamaica Stock Exchange (JSE) directly through the Sagicor Bank e-bank platform. The upgrade, which was rolled out to clients in December 2025, expands on existing digital services and now allows customers to fund repurchase agreements (repos) and equity purchases directly from their bank accounts.

“We’ve been moving at full speed, working closely with our teams to deliver a smarter, faster and more connected digital experience for our clients,” the company said in an e-mail to the Observer.

“Recent upgrades to the Sagicor e-bank platform now allow clients to trade equities, purchase repos and access richer portfolio insights all in one place, while upcoming enhancements across Sagicor Bank and Sagicor Investments will unlock even more transaction options and seamless self-service,” the company added.

Sagicor Investments was among the first five brokerage firms to join the JSE’s JTraderPro platform when it launched in May 2015. Although the trading platform has been upgraded several times since then — including a major update in May 2025 — clients previously had to rely on an investment advisor to process deposits and withdrawals. The additional step was designed to verify that funds were available and that payment instructions came from the account holder.

The latest integration with the Sagicor Bank e-bank platform streamlines that process by allowing clients to place stock purchase orders using cash held in their bank accounts without requiring manual intervention. Investors can also access real-time trading data and a live market overview before executing transactions.

The enhanced platform also offers greater flexibility when clients sell shares. Proceeds can be deposited into the client’s Sagicor Bank account, transferred to another Sagicor customer, sent to another local bank or issued by cheque. Once trades settle under the JSE’s T+1 settlement cycle, funds become available on the next business day without the need for a traditional fund withdrawal request through an advisor.

Testing of the upgraded system indicates that trade confirmations are processed within 20 to 30 seconds between the e-bank platform and the JSE’s trading system. The faster turnaround makes it easier for investors to reinvest proceeds, including dividend payments, while clients already registered on JTraderPro can also sell shares purchased through the e-bank platform after the standard settlement period.