Portfolio Intelligence podcast: why advisors use asset allocation models
U.S. Co-Head of Retail Product Steve Deroian shares his insight on the rise of asset allocation model portfolios and how new technology is changing how financial professionals work with clients.
Deroian details how third-party model portfolios can help professionals focus more on the relationship building that’s important to clients. Finally, he explains how model portfolios may make sense for specialized approaches such as income generation, lower volatility, and tax-aware investing.
“When you think about income, it's a difficult story today. Rates are low, dividends are kind of hit or miss if you will. So you really do need a multi-asset approach to income.” —Steve Deroian, U.S. Co-Head of Retail Product, John Hancock Investment Management
About the Portfolio Intelligence podcast
The Portfolio Intelligence podcast features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. Hosted by John Bryson, head of investment consulting at John Hancock Investment Management, the dynamic discussion explores ideas advisors can use today to build their business while helping their clients pursue better investment outcomes.
This podcast is being brought to you by John Hancock Investment Management Distributors, LLC, member FINRA,SIPC. The views and opinions expressed in this podcast are those of the speaker, are subject to change as market and other conditions warrant and do not constitute investment advice or a recommendation regarding any specific product or security. There is no guarantee that any investment strategy discussed will be successful or achieve any particular level of results. Any economic or market performance information is historical and is not indicative of future results, and no forecasts are guaranteed. Investing involves risks, including the potential loss of principal.