About Manulife Investment Management

Manulife Investment Management is the global asset management arm of Manulife. We provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock’s wealth management and retirement products. 

We have operations in 17 countries and territories, including more than 4501 investment professionals across the United States, Canada, the United Kingdom, Switzerland, Japan, Hong Kong, Singapore, Taiwan, Indonesia, Thailand, Vietnam, Malaysia and the Philippines. In addition, we have a joint venture asset management business in China, Manulife TEDA, and operations in Australia, New Zealand, and Brazil.

Our investment expertise extends across a broad range of asset classes including equity, fixed income and private investments, as well as asset allocation strategies. Assets under management are approximately US$396 billion2.

Manulife Investment Management & Separately Managed Accounts ('SMA')

A Three Way Partnership

Manulife Investment Management™ has demonstrated expertise in sub-advising SMA portfolios for our financial partners and their clients since 2001. We believe that a three way partnership between investment manager, financial advisor and the investor, creates a solution that allows financial advisors to build portfolios that can be tailored to unique individual needs. SMA investors benefit from specialized investment teams and an institutional approach to investment management that utilizes disciplined and well defined investment strategies. Backed by a global financial services leader, Manulife Financial - clients are provided with stability, a robust risk management framework and an international network of resources.

At a Glance: Separately Managed Accounts

Separately Managed Accounts (SMA) provide advisors with a customized and sophisticated approach to investing that is ideally suited to the high-net-worth market.

Highlights:

  • Direct ownership of individual securities
  • Typical minimum: $100,000
  • Flexibility to transfer in/out individual securities
  • Institutional-quality investment management
  • Portfolio customization
  • Unique tax planning advantages

 

Benefits of Separately Managed Accounts

For the Investor

 

Dedicated Expertise  

  • Brings same best-in-class money management enjoyed by institutional investors to the individual high-net-worth investor
  • Each account directly managed by a dedicated investment team

      
Flexibility  

  • Portfolios can be customized according to client investment objectives

        
Unique tax planning advantages   

  • Can request portfolio manager to take loss/gain
  • Securities can be transferred into SMA account
  • Tax-deductible fee on non-registered accounts
     

For the Advisor

 

Enhanced Service Model    

  • Puts day-to-day management of client's equity or fixed income portfolio in hands of a dedicated portfolio manager
  • Advisor has more time to devote to enhancing client relationships

        
Steadier Income   

  • Fees typically calculated as a percentage of assets under management 
  • Advisor income rises in line with the growth of the book of SMA business

        
Business Growth   

  • Strong demand from a growing demographic  

Value Proposition

Our culture and why we’re different

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Global Capabilities

Detailed breakdown of our vast global reach

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History

A timeline of our history

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Leadership Team

Senior executive biographies

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Asset Breakdown

Detailed breakdown of our AUM

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Responsible Investment

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Community Involvement

The role we play in strengthening our communities

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Private Markets

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Manulife Investment Management data as of June 30, 2019.
1 Includes Public Markets investment professionals (IP) and Private Markets investment professionals from Hancock Natural Resource Group (HNRG) and Real Estate. Does not include IPs from Renewable Energy, Oil & Gas, Private Equity & Private Credit, Commercial Mortgage Loans and Private Placement Debt.
2 AUM in USD as of June 30, 2019, rounded to the nearest billion. Includes assets managed by the institutional asset management arm of Manulife Investment Management on behalf of external clients, the Insurance business and other affiliated businesses, as well as $428M of unfunded committed capital for certain HCIM clients. The methodologies used to compile the total assets under management are subject to change. Information related to assets under management may not be the same as regulatory assets under management reported on Form ADV of applicable US affiliates of Manulife IM.