Understanding Manulife Private Wealth’s portfolio construction process

The cornerstone of the portfolio construction process is the expected return forecast we build for your asset classes.

Manulife Private Wealth engages with Manulife’s Multi Assets Solutions Team (MAST) to update the research and data that go into formulating Manulife Private Wealth’s asset mixes, taking a 5-year time horizon, and considering forward-looking risk and return estimates. Our Investment Committee then approves the recommended asset mix shift if they believe the changes will help our clients reach their performance goals, while at the same time pulling back on the overall risk profile.

The upcoming Q4 webinar featuring Alex Grassino, Head of North American Macro Strategy, Multi-Asset Solutions Team at Manulife Investment Management, will share his assessment of upcoming macroeconomic trends. James (Jamie) Robertson, Head of Asset Allocation Canada and Global Head of Tactical Asset Allocation, Multi-Asset Solutions Team, will then explore the considerations his team made when looking at tactical allocation changes.

Date: Tuesday, November 29, 2022
Time: 1:00 PM – 2:00 PM (ET)
Link to join webinar: https://manulife-johnhancock.zoom.us/j/84963305059, password: 1129
Or join by telephone: +1-855 703 8985, Webinar ID: 849 6330 5059, Password: 1129