September 19, 2023
Asset allocation model portfolios at John Hancock Investment Management
Asset allocation model portfolios are a great way to get diversified exposure to financial markets in a single step. Explore this site to learn more about the benefits of model portfolios and our range of options.
Building block model portfolios introduce greater flexibility
Unlike asset allocation model portfolios that provide broad exposure across multiple asset classes, building block model portfolios focus on one specific asset class, such as fixed income, U.S. equity or international equity. We consider some of the benefits of using building block model portfolios.
Our model portfolios
Investors in our range of model portfolios benefit from deep diversification, with our open-architecture structure allowing us to incorporate some of the leading investment talent from anywhere in the world.
Multi-Asset Income Model Portfolio brochure Watch the video
Targeting specific investment outcomes using a range of asset classes, management strategies, and investment styles
John Hancock Multi-Asset Income Model Portfolio
A solution in the search for yield
- Consistent income over time
- Diversified income sources
- Principal and inflation protection
- Growth over time
Active/Passive Model Portfolios brochure Multimanager Model Portfolios brochure ETF Model Portfolios brochure Watch the video
Portfolios targeting the highest potential returns within defined risk parameters
John Hancock Target Risk Model Portfolios
A solution for investors seeking a relatively stable balance of risk and return potential over time
Dynamic Equity Model Portfolio brochure Watch the video
Using opportunistic trading strategies to source equity returns and manage risk
John Hancock Global Dynamic ETF Equity Model Portfolio
Dynamic solution in equity investing that allocates across
- U.S. sectors
- Market capitalizations
Asset allocation across our suite of model portfolios
Global multi-asset expertise
The portfolio management team follows a consistent process that has endured over multiple market cycles. Managing multi-asset portfolios for over two decades, the team combines macroeconomic research, fundamental analysis, and robust risk management to arrive at asset class expected return forecasts that form the foundation of asset allocation decisions.
Investor risk-and-return objectives
Our multi-asset investment process is centered around investors’ risk parameters and return objectives. The key objective is to maximize returns for any given level of risk, which relies on robust asset class analysis and skilled portfolio construction.
Expected return forecasts
Macro inputs are combined with fixed-income, equity, and alternative asset class forecasts that consider growth expectations, valuation changes, currency returns, and income return among other analyses.
Asset class and strategy selection
Asset class and strategy selection is aligned to investors’ risk/return objectives. Asset class analysis is model driven, using both quantitative and fundamental inputs.
Optimal portfolio construction is based on rigorous ongoing ex-ante analysis and ex-post analysis and return forecasts. Risk management is embedded in every step of the process with ongoing monitoring and evaluation.
John Hancock model portfolios are managed by a large, experienced team of investment professionals with key expertise in portfolio construction and management and macroeconomic analysis.
Multi-asset solutions team:
59 investment professionals
34 CFA charterholders
Manager research team:
28 investment professionals
31 professional designations
19 advanced degrees
A history of multi-asset investment and innovation
Reasons to consider model portfolios
Financial professionals want to give their clients the best, which is why more financial professionals are realizing the advantages of using model portfolios.
To enrich client relationships
Models can enable financial professionals to spend more time with their current clients on holistic wealth and financial planning and less time on investment research, portfolio construction, rebalancing, trading, and fund rationalization.
To develop new business
Leveraging models may also lead to more efficient integration of new client relationships, as clients with similar risk profiles elect the same models, enabling financial professionals to spend more time converting prospects into clients.
To sharpen fiduciary oversight
Models enjoy the benefits of asset allocation and manager selection from an experienced third party with a robust process and a documented rationale for key investment decisions. They also enable financial professionals to leverage manager investment commentary and other materials.
Not all model portfolios are created equal
Scale, experience, and fee structures can vary widely across the industry.
Diversification does not guarantee a profit or eliminate the risk of a loss.
Latest views and market outlook
How financial professionals may benefit from leveraging the power of model portfolios
In this episode, Katie Baker, senior national account manager and model delivery lead at John Hancock Investment Management, and Bruce Picard, CFA, portfolio manager and head of model portfolios at Manulife Investment Management, discuss potential opportunities in model portfolios.
June 15, 2023
February 28, 2023
John Hancock Multimanager Model Portfolios advisor brochure
This guide offers reasons for financial professionals to consider model portfolios, key factors to consider when evaluating providers, and our investment approach.
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Financial professionals: Learn more about reasons to consider model portfolios, key factors to consider when evaluating providers, and our approach.
Investors: Ask your financial professional how model portfolios can help you achieve your long-term investing goals.
Request a meeting with a John Hancock Investment Management business consultant
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