WEBCASTS
Portfolio construction: helping to build better outcomes
Now, more than ever, advisors are faced with increasing scrutiny over how they invest. Having a solid investment approach and decision-making process can help you meet your fiduciary obligations while articulating your value to clients and growing your business.
Join the experts at John Hancock Investment Management and VettaFi as they discuss the importance of having a definable, defendable, and repeatable investment process.
SUMMARY
Topics will include:
- An overview of John Hancock Investment Consulting Group and resources designed to help you bring institutional best practices to your investment portfolios
- Key observational findings and case studies from our deep experience working with investors
- A portfolio construction framework for implementation of active, passive, and multifactor strategies
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Michael L. Stephens, CFA, CAIA
Investment ConsultantJohn Hancock Investment Management
Gabriele A. Vincenzo, CFA
Investment ConsultantJohn Hancock Investment Management
Chad Bucur, CIMA, CETF
Vice President, ETF SpecialistJohn Hancock Investment Management
Todd Rosenbluth
Head of ResearchVettaFi
Disclaimer
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Important Disclosures
This complimentary webcast is for financial professionals only and is closed to the public.
John Hancock Investment Management is not affiliated with Tom Lydon or VettaFi.
Investing involves risks, including the potential loss of principal. There is no guarantee that a fund’s investment strategy will be successful. Fixed-income investments are subject to interest-rate and credit risk; their value will normally decline as interest rates rise or if an issuer is unable or unwilling to make principal or interest payments. It’s possible that an active trading market for fund shares will not develop, which may hurt your ability to buy or sell fund shares, particularly in times of market stress. Trading securities actively can increase transaction costs, therefore lowering performance and taxable distributions. A fund that effects creation and redemption transactions using cash may be less tax-efficient than a fund that effects all of its creation and redemption transactions in-kind. Mortgage- and asset-backed securities may be sensitive to changes in interest rates and may be subject to early repayment and the market’s perception of issuer creditworthiness. Liquidity—the extent to which a security may be sold or a derivative position closed without negatively affecting its market value, if at all—may be impaired by reduced trading volume, heightened volatility, rising interest rates, and other market conditions. A portfolio concentrated in one sector or that holds a limited number of securities may fluctuate more than a diversified portfolio. Foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and political and social instability. The use of hedging and derivatives could produce disproportionate gains or losses and may increase costs. Fund distributions generally depend on income from underlying investments and may vary or cease altogether in the future. Investments in higher-yielding, lower-rated securities include a higher risk of default. Shares may trade at a premium or discount to their NAV in the secondary market. These variations may be greater when markets are volatile or subject to unusual conditions. Please see the fund’s prospectus for additional risks.
Clients should carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. To request a prospectus or summary prospectus with this and other important information, call us at 800-225-6020, or visit us at jhinvestments.com/etf.
John Hancock ETFs are distributed by Foreside Fund Services, LLC in the United States, and are subadvised by Dimensional Fund Advisors LP or our affiliate Manulife Investment Management (US) LLC. Foreside is not affiliated with John Hancock Investment Management Distributors LLC, Manulife Investment Management (US) LLC, or Dimensional Fund Advisors LP.
Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.
JHAN-2023-0503-1855
ETFWBNREM 10/23