Combining active, passive, and strategic beta investing

For financial professional use only

Investors today have plenty of options to consider when it comes to building their portfolios, from mutual funds to ETFs and hybrid strategies such as strategic beta. Against this backdrop of complex choice, we sought to provide a new starting point for asset allocation decisions. This paper examines the roles to be played in portfolios by actively managed mutual funds, market-cap-weighted passive index products, and the growing category of strategic beta ETFs. If youʼd like to learn more about this topic or are interested in a personal presentation for continuing education credit, please contact your John Hancock Investment Management Business Consultant.