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.
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Multi-Asset Income Model Portfolio brochure Watch the video
Outcome oriented
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
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Active/Passive Model Portfolios brochure Multimanager Model Portfolios brochure ETF Model Portfolios brochure Watch the video
Target risk
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
Dynamic
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
- Regions
- U.S. sectors
- Market capitalizations
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Asset allocation across our suite of model portfolios
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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.
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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.
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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.
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Portfolio construction
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.
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Multi-asset solutions team:
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59 investment professionals
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34 CFA charterholders
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2 Ph.D.s
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Manager research team:
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28 investment professionals
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31 professional designations
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19 advanced degrees
A history of multi-asset investment and innovation
Timeline
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1988
Firm introduces multimanager approach to investing
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1995
Multimanager asset allocation portfolios for retirement plans
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2005
Target-risk portfolios for individuals
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2009
Alternative Asset Allocation Fund
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2011
Asset allocation model portfolios
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2016
U.S. sector rotation portfolios
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2019
Over $100B in multi-asset portfolios under management
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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.
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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.
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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.



Important disclosures
Diversification does not guarantee a profit or eliminate the risk of a loss.
Latest views and market outlook
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Market video Product video
Watch our latest market and product videos with Bruce Picard, CFA, portfolio manager and head of model portfolios.
June 15, 2023
Five factors influencing the effectiveness of a 60/40 portfolio
February 28, 2023
Navigating volatile markets
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Download
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.
Contact us
Request a meeting
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.
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