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Viewpoints by Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investments

Mike provides consultative, analytical, and educational portfolio construction guidance to financial advisors. Prior to his current role, he served as a product manager for the company’s alternative and asset allocation products in the retail and institutional markets. Before joining John Hancock Investments, Mike co-founded a start-up firm that delivered customized asset allocation solutions online to registered investment advisors. He also spent 14 years at Fidelity Investments in a number of roles, including portfolio specialist and institutional investment consultant. Mike received a B.S. in Finance and Economics from Miami University. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, and he is a member of CFA Society Boston, the CFA Institute, and the CAIA Association.

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Advisors are tilting client portfolios toward growth—and may not know it

After years of strong performance, growth stocks are playing a larger role in investor portfolios, but they're also showing up in ways that many advisors may not intend. We look at the risks going forward.

Michael L. Stephens, CFA, CAIA, Portfolio Consultant and Matthew D. Miskin, CFA, Market Strategist at John Hancock Investments

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August 30, 2018

Michael L. Stephens, CFA, CAIA, Portfolio Consultant and Matthew D. Miskin, CFA, Market Strategist at John Hancock Investments
Where advisors are finding value and performance with ETFs

The debate over whether investors should use active or passive strategies in their portfolios has generated many opinions but few definitive conclusions—until now. See what our research revealed.

Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investments

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December 16, 2016

Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investments

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Viewpoints by Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investments

Advisors are tilting client portfolios toward growth—and may not know it

Where advisors are finding value and performance with ETFs

Explore the latest thinking from our network

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