Separately managed accounts
Separately managed accounts (SMAs) are designed for high-net-worth individuals seeking tailored investment solutions along with direct ownership of securities. We offer a spectrum of SMAs to address different client needs, leveraging our multimanager approach and experience across asset classes.
Our SMA managers and strategies
Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company, Manulife Financial, to serve individuals, institutions, and retirement plan members worldwide.
Invests in companies of all market capitalizations that possess wide moats and offer the potential to compound cash flows across market cycles
Invests in large-cap companies that demonstrate a sustainable competitive advantage and are trading at compelling discounts to their long-term intrinsic value
Seeks long-term capital appreciation through opportunistic exposure to companies with global franchises and sustainable competitive advantage
Invests in profitable small-cap companies with niche business models that offer improving earnings and attractive valuations
Pursues capital preservation and high current income by investing in a mix of high-quality U.S. government, agency, and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds
Pursues high current income consistent with a prudent level of risk by investing in a mix of government and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds
The benefits of SMAs
- Direct ownership of securities in a professionally managed portfolio
- Potential for tax efficiency through the use of in-kind securities and other strategies
- Portfolio customization, including the ability to exclude certain securities or sectors based on social, political, or environmental beliefs