Give your bond portfolio a checkup
Financial advisors: Request a complimentary analysis of your fixed-income allocations to ensure you’re positioned appropriately for today’s market. Together, we’ll conduct a:
- Comprehensive performance review of the funds you select
- Detailed portfolio characteristics comparison
- Sector exposure X-ray to identify potential areas of overlap
- Full risk/return analysis across market cycles
After the audit is generated, a John Hancock Investment Management representative will contact you to discuss the results and answer any questions.
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A U.S. large-cap equity manager's insight into the research process