John Hancock PowerPoint Presentation
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The document presents Investment Management Services (IMS) as an investment consultant responsible for researching investment products and managers, monitoring over 800 billion dollars in assets, and supporting investment-related sales and marketing efforts. IMS has over 100 team members conducting extensive manager research and due diligence, with a focus on understanding multiple types of risk beyond just past performance. The summary highlights IMS' process, resources, experience, size, and commitment to oversight and risk management.
John Hancock PowerPoint Presentation
- 1. Extensive Research, Proven Managers Presented by: Name Title FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.
- 2. Who is IMS? Investment consultant responsible for building platforms for mutual fund, retirement plan, asset allocation, variable annuity, variable life insurance, and 829 products • Researching new investment products, asset classes, and investment managers • Monitoring the performance of investment managers on an ongoing basis • Supporting investment-related sales and marketing efforts 1
- 3. “Manager of Managers” for over 40 years • Responsible for overseeing nearly $800 billion in direct, subadvised, and multi-manager assets 64 Team members (in Chicago) • 20 CFA Charterholders • 57 MBAs/MSFs • 8 CAIA (Certified Alternative Investment Analyst) Designees • 8 CIMA (Certified Investment Management Analyst) Designees 2
- 4. Manager Relationships 46 Number of Funds 827 Fund-of-Fund Assets $101.7 Total Assets $167.8 Direct Assets $208.6 3
- 5. Clients How Does JHIMS Help You and Your Clients? With a diverse lineup of funds and managers Resources and Experience Size and breadth to attract and gain access • Nearly 100 team members • More than 9 hours per week dedicated to • Oversees nearly $280 billion in assets manager research • 46 asset manager relationships Commitment to intensive due Independent oversight with a diligence focus on risk • 550+ due diligence meetings per year • Investment stress-testing • Non-investment risk framework 4
- 6. IMS Leadership IMS Leadership 5
- 7. We are a steward of capital ― our primary goal is to protect and grow our clients’ assets over the long term
- 8. A multi-manager lineup adds value; our global footprint allows us to find managers who are the best at what they do
- 9. A successful manager research process involves defining the desired performance blueprint, looking beyond past performance, and holding the manager accountable
- 10. Risk goes beyond standard deviation; it is critical to understand the multiple drivers of risk
- 11. Continuously testing our convictions through debate and dialogue results in superior investment decisions
- 13. The IMS Process 2 3 Direct Intensive Access to Debate and Portfolio Dialogue Managers 1 Robust Historical Risk/Return Analysis 4 A Thorough Understanding of Risk The bottom line – we know asset managers! 12
- 14. What’s Wrong with Looking at Past Performance Alone? 85 12 13 BOTTOM HALF BOTTOM QUARTILE BOTTOM DECILE Percentage of top quartile large cap equity managers whose performance fell into the bottom half, quartile or decile for at least one three-year period 13
- 15. Understanding Other Types Of Risk John Hancock Risk Oversight Framework Internal Oversight CCO Office Risk and Board of Committees and IMS Investment Trustees Operations Trade Oversight Committee Complex Securities Platform Management Ethics Oversight Pricing Disclosure, Controls, and Procedures 14