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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’ CEO Andrew G. Arnott, then more target-date funds should be open.

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.

What your older 401(k) clients can learn about asset allocation from millennials

July 2016 | PDF

The popular perception that younger investors are unduly averse to equity risks doesn’t hold up, according to 401(k) participant data. In fact, millennials are far more likely than older plan participants to maintain age-appropriate stock exposure, thanks to younger investors’ greater use of target-date funds, writes Todd J. Cassler, president of institutional distribution.

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.

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

March 2016 | 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.

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.

Navigating volatility: five strategies for today’s turbulent markets

February 2016 | PDF

The recent volatility in both stock and bond markets has investors wondering whether the turbulence might be a sign of more troubled times to come. We tapped into our network of asset managers for five ideas for navigating markets and mitigating risk.

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.

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

September 2015 | 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.

Deepening diversification in trust portfolios with
alternative investments

June 2015 | PDF

Until recently, many bank trust departments managed client portfolios almost exclusively with proprietary equity and fixed-income offerings. However, demand for open architecture has prompted many banks to tap the expertise of external managers, particularly those proficient in alternative investments, which are now playing a more prominent role in client trust portfolios.

Six fixed-income investment ideas for 2015 and beyond

April 2015 | PDF

With the yields across fixed-income markets near historic lows and the direction of interest rates proving so difficult to anticipate, how do investors position their bond portfolios today for income and stability? Our network of veteran fixed-income managers offers its take on how to build more resilient portfolios for today’s unpredictable markets.