Portfolio Insight®: take your portfolio modeling to the next level
Financial professionals: register for an account today to start using Portfolio Insight®, our advanced portfolio modeling tool.
Create
When you build custom portfolios to compare, you're not limited to funds from Manulife John Hancock Investments—you can choose from thousands of mutual funds, ETFs, and closed-end funds from across the industry. Just enter a name or ticker in the search field to get started.
Analyze
Analyzing your portfolios is easy and intuitive. You'll find performance data across multiple time periods, but that's just the start. Risk metrics, alpha, maximum drawdown—everything you need to make informed comparisons is right at your fingertips.
Compare
Comparing portfolios lets you see at a glance how different investment approaches would've fared over time—and which strategy works best for your clients' goals. Model multiple portfolios to compare performance, risk metrics, historical allocations, and more.
Share
Once you're ready to share your results, sending out customized comparisons is just a click away. You can share a portfolio with another investment professional on your team for further collaboration, or deliver your findings straight to a client's inbox to kick off a conversation.
Explore our Resources page
At Manulife John Hancock Investments, we provide a wide range of investing resources for investors and financial professionals.