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Our Investment Consulting Group is dedicated to helping financial professionals enhance their investment management—through one-on-one consultations, educational programs, and our proprietary market dashboard.
We believe investment consulting should be an unbiased resource for financial professionals—never a product pitch. And given busy schedules, it’s about quality over quantity. We offer candid suggestions aimed at improving investment management, helping you meet your fiduciary obligations and grow your business.
Decision Economics is our behaviorally informed framework for investment decision-making. Through this program, we’ll help you establish a definable, defendable, and repeatable investment decision process. We use a probability-based framework for making decisions that’s designed to systematically tilt the odds of success in your favor. In an age of heightened regulatory scrutiny, having such a well-defined process is more critical than ever.
Designed to help you pursue better outcomes. Learn more.
July 10, 2025
June 11, 2025
May 20, 2025
We analyze the latest trends we're seeing from professional buyers to guide you in your portfolio construction.
When we engage with you, we’ll help you define your process and analyze your decision-making, which can produce better outcomes for your clients.
Is it based on institutional best practices?
Does it help or hurt your process?
Our work with you is collaborative and comprehensive. We offer advanced portfolio diagnostics that can provide helpful insight into the risks and potential return drivers of your toal portfolio. Whether you’re considering adjusting your asset allocation mix, changing managers, or looking for a comprehensive model portfolio review, our Investment Consulting Group will work with you every step of the way.
Correlation analysis
Measure downside equity market risk
Mitigate interest rate risk
Discover the potential benefits of alternatives
Standard deviation is a statistical measure of the historic volatility of a portfolio. It measures the fluctuation of a fund's periodic returns from the mean or average. The larger the deviation, the larger the standard deviation and the higher the risk. The S&P 500 Index tracks the performance of 500 of the largest publicly traded companies in the United States. The MSCI All Country World Index (ACWI) tracks the performance of publicly traded large- and mid-cap stocks of companies in both developed and emerging markets. The Dow Jones Conservative Portfolio Index tracks asset allocation strategists who are willing to take 20% of the risk of the global securities market. The Dow Jones Moderately Conservative Portfolio Index tracks asset allocation strategists who are willing to take 40% of the risk of the global securities market. The Dow Jones Moderate Portfolio Index tracks asset allocation strategists who are willing to take 60% of the risk of the global securities market. The Dow Jones Moderately Aggressive Portfolio Index tracks asset allocation strategists who are willing to take 80% of the risk of the global securities market. The Dow Jones Aggressive Portfolio Index tracks asset allocation strategists who are willing to take 100% of the risk of the global securities market. The Bloomberg U.S. Aggregate Corporate Index is a broad-based benchmark that tracks the investment-grade, U.S. dollar-denominated, fixed-rate, taxable corporate bond market. It is not possible to invest directly in an index.
First, your dedicated portfolio consultant will take inventory of your investment objectives and examine the risks and prospective returns of the equity, bond, and alternative assets in your model portfolio.
Next, we'll help develop your performance blueprint—a custom set of characteristics and expectations for your model portfolio’s behavior across a range of market environments.
Finally, we’ll interpret the results together and review a range of potential options, exploring the practical implications of your model portfolio decisions, revisiting them over time as needed.
DECISION TRAP
Issue
Low conviction in the process leads to trial and error implementation.
BEST PRACTICE
Solution
Create an investment philosophy statement.
DECISION TRAP
Issue
Information sources distract more than inform.
BEST PRACTICE
Solution
Build a market dashboard to separate signals from noise.
DECISION TRAP
Issue
Inattention to market cycles can lead to performance chasing.
BEST PRACTICE
Solution
Apply base rates to identify attractive entry points.
DECISION TRAP
Issue
Individual and group biases lead to fast and lazy thinking.
BEST PRACTICE
Solution
Employ counterintuition to address groupthink and lazy thinking.
DECISION TRAP
Issue
Poor recall leads to a focus on score carding.
BEST PRACTICE
Solution
Design a feedback loop to promote learning and process improvement.
Data you can use
Market Dashboard
Chart legend
For each of four equity market indicators (spreads, volatility, valuations, and U.S. dollar), we show the historical range of values, from the 5th to 95th percentile of average monthly outcomes. The dark blue current value box indicates the most recent average monthly value for each indicator.
Unless noted otherwise, data in charts for spreads, volatility, valuations, and U.S. dollar uses a start date of May 31, 2003
To view the most recent data and commentary, access the latest version of the Market Dashboard.
Chart legend
For each of three fixed-income market indicators (curve, policy, and inflation), we show the historical range of values, from the 5th to the 95th percentile of average monthly outcomes. The dark blue current value box indicates the most recent average monthly value for each indicator.
Unless noted otherwise, data in charts for spreads, volatility, valuations, and U.S. dollar uses a start date of May 31, 2003
To view the most recent data and commentary, access the latest version of the Market Dashboard.
Chart legend
For each of three economic market indicators (leading economic indictors (LEI), oil, quarterly lending survey), we show the historical range of values, from the 5th to the 95th percentile of average monthly outcomes. The dark blue current value box indicates the most recent average monthly value for each indicator.
Unless noted otherwise, data in charts for spreads, volatility, valuations, and U.S. dollar uses a start date of May 31, 2003
To view the most recent data and commentary, access the latest version of the Market Dashboard.
Financial professionals: schedule a portfolio consultation or Decision Economics workshop.
Request a meeting with a Manulife John Hancock investment consultant
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