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Viewpoints by Mark E. Donovan, CFA, Senior Portfolio Manager at Boston Partners

Mark is a founding member, chief executive officer, and senior portfolio manager at Boston Partners, responsible for strategic and tactical operating decisions affecting the firm. Prior to founding the firm in 1995, he was a senior vice president and equity portfolio manager at The Boston Company, worked as a consulting associate with Kaplan, Smith & Associates, and as a securities analyst at Value Line. Mark earned a B.S. from the Rensselaer Polytechnic Institute and holds the Chartered Financial Analyst designation.

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Active management: the value of a systematic, bottom-up investment approach

The investment landscape is defined by the active-passive debate, but it is important to evaluate strategies based on each philosophy and process.

Mark E. Donovan, CFA, Senior Portfolio Manager at Boston Partners

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September 30, 2016

Mark E. Donovan, CFA, Senior Portfolio Manager at Boston Partners

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529

If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other advisor about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial advisor or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2018 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date.

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529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.

Viewpoints by Mark E. Donovan, CFA, Senior Portfolio Manager at Boston Partners

Active management: the value of a systematic, bottom-up investment approach

Explore the latest thinking from our network

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