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A seismic shift: what regulatory reform means for your retirement plan business model

January 2018 | PDF

New regulations governing fiduciary standards will challenge the ability of retirement plan advisors to differentiate their business models. Robert J. Rafter, J.D., of RJR Consulting, and Gene R. Huxhold, CFP, AIF, of John Hancock Investments, explore how advisors can reposition their value propositions and market their services for the next decade.

Sustainable results: best practices for ESG manager research and oversight

October 2017 | PDF

John Hancock Investments’ Leo M. Zerilli, CIMA, outlines four pillars of ESG manager selection—investment process, team structure, company engagement, and culture. Collectively, these help us gauge an ESG-focused asset manager's proximity to our standards for expertise, longevity, and likely consistency for competitive performance.

Flexible is the new core: fixed-income investing for the next 30 years

September 2017 | PDF

After an epic bull market for core bonds, investors have been rethinking their fixed-income allocations going forward—and for good reason. This paper explores how more flexible mandates can harness those drivers of bond performance that aren’t dependent on changes in interest rates to generate returns.

Where strategic beta and active management can add the most value

May 2017 | PDF

New research identifies the equity categories where outperformance among top actively managed and strategic beta approaches has been the most substantial. Head of Investments Leo M. Zerilli, CIMA, explores the implications for the active versus passive debate and the growing use of strategic beta.

A better way to invest: manager selection and oversight at John Hancock Investments

February 2017 | PDF

Financial advisors and consultants face an investment management landscape increasingly split between industry giants and specialized boutiques. John Hancock Investments’ Leo M. Zerilli, CIMA, explains how the firm’s unique approach blends the innovation and agility of today’s boutique asset managers with strong risk controls and oversight.

Attracting clients through ESG and sustainable investing

February 2017 | PDF

The rapid growth of environmental, social, and governance (ESG) investing reflects rising demand from investors for values-based approaches and poses challenges for advisors wishing to attract and retain these clients. Todd J. Cassler, President of Institutional Distribution, outlines simple steps that advisors can take to speak intelligently about ESG, provide credible ESG investment alternatives, and position their practices to better address growing client demand for ESG investing.

Target-date funds: embracing open architecture

February 2017 | PDF

Defined contribution plan-level best practices call for an open-architecture, or multimanager, lineup of investment offerings, but that line of thinking rarely extends to target-date portfolio construction. If open architecture is important, explains John Hancock Investments’ President and CEO Andrew G. Arnott, then more target-date funds should be open.

Learn more about John Hancock Multimanager Lifetime Portfolios.

Advisor Insight: Fiduciary prudence in rising interest rates

January 2017 | PDF

Retirement plan sponsors face a unique challenge as interest rates continue to rise. In this commentary, C. Frederick Reish, Esq., of Drinker Biddle & Reath LLP, discusses the fiduciary implications of switching to bond portfolios that may be less susceptible to losses due to rising rates.

Why blending active and passive strategies is right for investors

October 2016 | PDF

The debate over whether investors should use active or passive strategies in their portfolios has generated many opinions but far fewer conclusions for investors. In this paper, Head of Investments Leo M. Zerilli, CIMA, explores the advantages and drawbacks of each approach and suggests how investors may be well served by blending the two in a diversified portfolio.

From niche to mainstream: how ESG principles are reshaping investing today

June 2016 | PDF

Head of Investments Leo M. Zerilli, CIMA, discusses the evolution of ESG investing and debunks three myths about the increasingly popular practice.

The impact of advocacy on ESG investing

June 2016 | PDF

Trillium Asset Management’s CEO and Portfolio Manager Matthew W. Patsky, CFA, discusses the importance of shareholder advocacy and its positive impact on corporate practices and performance.

The case for equity long/short investing

February 2016 | PDF

Equity long/short funds seek to manage market risk while endeavoring to provide investors with attractive, equity-driven returns over time. Two members of Wellington Management’s hedge fund group explain why they believe long/short funds may serve as either a complement to or a substitute for traditional stock exposure in many investment portfolios.

Long/short equity with four proven teams and an
oversight leader

January 2016 | PDF

Long/short equity approaches can offer investors the opportunity to lessen portfolio volatility while participating in up markets. John Hancock Seaport Fund combines four distinct hedge fund strategies—all from Wellington Management—and we explore the investment processes behind each one.

Roundtable discussion: charting a course for investors

September 2014 | PDF

In September, we invited a distinguished panel of John Hancock portfolio managers to share their views on the global economy, the risks to investors, and where they’re finding opportunities now. This white paper features highlights from that discussion.

Six investable equity ideas for 2014 and beyond

May 2014 | PDF

Six investment professionals from our network of stock pickers and asset allocation experts offer perspectives on equity market opportunities ranging from long/short strategies to European value stocks.