WEBCASTS

Securitized Assets for Income and Diversification

Advisors are finding it increasingly difficult to rely on their traditional fixed-income portfolios to fill the dual role of generating income and providing real portfolio diversification. Focusing only on U.S. Treasuries and corporates means advisors are missing a huge part of the bond market—the $12 trillion market for securitized assets.

In this upcoming, one-hour webcast, John Hancock Investment Management and ETF Trends will explore how mortgage-backed and other securitized assets can complement traditional allocations.

November 1, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Dave Nadig CIO and Director of Research of ETF Trends and ETF Database,will moderate a discussion on:

  • Exploring the complexities of the securitized market and our outlook
  • Why expertise and investment approach matter so much in these markets
  • How these alternative approaches work in active strategies and complement traditional fixed-income portfolios 

Accepted for one hour of CFP/CIMA 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

Lee Giunta, CFA

Client Portfolio Manager
Manulife Investment Management

David A. Bees, CFA

Portfolio Manager, Securitized Assets
Manulife Investment Management

Chad Bucur

ETF Specialist
John Hancock Investment Management

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

Disclaimer
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Important Disclosures

Investing involves risks, including the potential loss of principal. There is no guarantee that a fund’s investment strategy will be successful. 

John Hancock ETF shares are bought and sold at market price (not NAV), and are not individually redeemed from the fund. Brokerage commissions will reduce returns.

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 or Manulife Investment Management (US) LLC.

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.