Building Trust. Delivering Solutions.
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Building Trust. Delivering Solutions. Document Transcript

  • 1. Building Trust. Delivering Solutions. MFC GLOBAL INVESTMENT MANAGEMENT 2009
  • 2. Who we are What we do MFC Global Investment Management® MFC GIM delivers solutions tailored to meet (MFC GIM) is the asset management division the most sophisticated institutional investment of Manulife Financial. The MFC GIM needs, offering exceptional individual diversified group of companies provides investment managers across a diversified comprehensive asset management solutions range of complementary asset classes, styles for institutional investors, such as pension and geographies. plans, foundations, endowments and We provide expertise across a full range of financial institutions, in key markets around investments – from equity and fixed income the world. strategies to alternative investments, such as real With more than 300 investment professionals estate, timberland and agricultural property in key markets in North America, Asia and – and employ a broad spectrum of investment Europe, MFC GIM offers breadth and depth management styles. in our investment management capability. We work closely with our clients to understand their risk tolerance, return requirements, liquidity needs and time horizon, and are committed to comprehensive and open communication that is essential to building a successful long-term partnership to help them achieve their investment goals. 1
  • 3. Our value proposition Organizational Strength and Breadth MFC GIM is committed to the institutional asset management business with the support and infrastructure of Manulife Financial, to you a leading global financial services organization. We support the skills of our specialized teams with state-of-the-art resources, The value and expertise we provide to our clients is based tools and technologies only available through a large-scale global on the integration of three elements that form the foundation organization. We combine this with an uncompromising of our institutional investment management process. commitment to best compliance practices and transparency throughout the investment management process. Expertise in asset allocation Empowered Culture of In addition to the three elements of our asset Investment Teams Managing Risk management approach, MFC GIM provides sophisticated asset allocation strategies to help our clients build diversified portfolios to meet target risk or absolute return objectives. We bring together asset allocation management expertise in four areas: ■ strategic asset allocation Organizational Strength ■ economic analysis and Breadth ■ tactical asset allocation ■ risk monitoring Empowered Investment Teams Our teams of talented, experienced investment managers Amalgamating macroeconomic and quantitative focus on, and specialize in, well-defined market segments. research capabilities in this way strengthens the We encourage our managers to act on their convictions, process underlying our tactical overlay asset allocation resulting in consistent long-term outperformance relative strategies, and enhances risk monitoring. Our asset to their benchmarks. allocation team has more than a decade of experience in developing and managing asset allocation portfolios that provide the highest rate of Culture of Managing Risk return for a given level of risk. And we advise on a Monitoring and controlling risk is a key component of the range of mandates, from lifestyle and target-date investment process at MFC GIM, and we consistently adhere funds to absolute return strategies, employing both to a disciplined investment style and process for every portfolio affiliated and non-affiliated investment managers in we manage. Our equity risk management process is a blend of North America, Europe and Asia. quantitative and qualitative analysis, whose goal is to optimize risk of the overall portfolio. Among our fixed income mandates, all elements of risk are monitored daily to ensure precision in positioning portfolios. 2
  • 4. Global investment Fixed income portfolios are managed by an experienced and deep team of portfolio managers seeking to identify relative value opportunities from a diverse range of fixed income sectors in the operations through U.S and international markets. a local presence Hong Kong and Asia Region MFC GIM (Asia) offers clients a variety of investment MFC GIM maintains a local presence in thirteen major markets solutions focused on the Asian equity and fixed income markets. worldwide to effectively manage a full spectrum of investment Our cornerstone Asian strategies include Hong Kong, Greater mandates. Our network of investment offices and affiliates China and Asia Pacific strategies. ensures that our portfolio managers and analysts can offer "on-the-ground" market perspectives on a range of asset Hong Kong is the regional centre for all the investment activities classes well beyond that of most investment managers. throughout the region and home to senior investment staff. With the oversight from the Hong Kong headquarters, MFC GIM Toronto (Asia) also manages several single country strategies around Asia. The Toronto-based investment operations of MFC GIM With more than 60 investment professionals situated in offices are comprised of Equity, Fixed Income and Strategic Asset in Hong Kong, China, Indonesia, Malaysia, Philippines, Singapore, Allocation teams. Taiwan, Thailand and Vietnam, MFC GIM provides a significant Specialized equity teams manage a range of Canadian, U.S. resource to clients around the world, offering local perspective and global equity mandates, styles, and market caps using and unique insights into the very dynamic markets of the Asia disciplined investment and risk management processes through Pacific region. quantitative and qualitative approaches to security selection and portfolio construction. Tokyo Located in Tokyo, Japan, MFC GIM (Japan) manages a broad The Fixed Income team manages investment grade and range of Japanese equity and fixed income portfolios for high-yield debt, real estate-related asset-backed securities, institutional clients in Japan and abroad. The Equity team manages and money market strategies utilizing a proprietary global credit value, growth and dividend income mandates, while the Fixed research database and a multi-disciplined approach to generate Income team offers yen-denominated active bond and short-term alpha on behalf of our clients. corporate bond portfolios, both of which are geared to produce The Strategic Asset Allocation team manages solutions for higher alpha by incorporating foreign credits. The team of investors in Canada, the U.S. and Asia. Using sophisticated dedicated investment professionals offers clients in-depth local modeling techniques and a dynamic review process, the team knowledge and understanding, while leveraging the strength delivers strategic and tactical asset allocation solutions with of our global presence to deliver focused investment solutions. the aim of generating consistent long-term returns. London Boston MFC GIM's European and global asset management team is In the U.S., our lead office in Boston offers a number of actively located in London, England. Our local research capabilities and managed equity and fixed income strategies with distinct market presence give us a valuable perspective on European and investment styles and return objectives, and the common goal global equity markets. With access to companies from around the of generating consistently superior returns. globe, we offer our expertise in European and global equity management to clients worldwide. The team manages a wide Our equity strategies span multiple market caps and are range of regional and global equity strategies, including global, managed using the bottom-up, fundamental research process international, emerging market and European equity strategies. of our Intrinsic Value team. 3
  • 5. Alternative asset Real Estate Manulife Real Estate management expertise Based in Toronto, Canada, Manulife’s Real Estate Division owns, develops and manages a diversified real estate MFC GIM’s affiliates worldwide offer a depth of experience portfolio either occupied or invested in by Manulife Financial. managing investment strategies across a range of alternative The portfolio of prime office, industrial, retail and residential investments. From the world’s largest timberland investment properties is located in key metropolitan centres throughout manager to award-winning commercial property investments, Canada, the U.S., Japan and Asia. our affiliates provide our institutional clients with access to skilled advisors in non-traditional asset classes. Timber Agriculture Hancock Timber Resource Group Hancock Timber Resource Group (HTRG) Hancock Agricultural was founded in 1985 and is based in Boston, Investment Group Massachusetts, USA. HTRG develops and The Hancock Agricultural Investment Group manages globally diversified timberland portfolios for public (HAIG) is one of the largest institutional and corporate pension plans, high net-worth individuals, and managers of agricultural real estate in the U.S. and the first foundations and endowments. Assets are located in the United U.S.-based institutional farmland manager to offer its clients States, Canada, Australia, New Zealand and Brazil. international investment options. They oversee nearly 165,000 HTRG is the world's largest timberland investment manager acres of prime U.S. farmland in major agricultural regions for institutional investors, serving both domestic and non-U.S. including California, the Midwest, the Mississippi Delta, clients. Timberland investments provide institutional investors the Pacific Northwest, the Southern Plains and the Southeast, with a number of benefits, including a history of attractive and 6,000 acres of farmland in New South Wales and returns, excellent capital preservation, portfolio diversification Queensland, Australia. and low to moderate risk. Agricultural investments can provide institutional investors with a number of benefits including attractive returns, excellent capital preservation, portfolio diversification and low to moderate risk. Fixed Income and Structured Products Declaration Management & Research LLC Declaration is a fixed income manager with expertise in the major credit sectors, including asset-backed securities, residential and commercial mortgage-backed securities, corporate bonds and distressed credit. This group seeks alpha through bottom-up security analysis and portfolio level risk management. Throughout its history, Declaration has embraced innovation. An early entrant in portable alpha credit-based absolute return and liability-driven products, Declaration is based in McLean, Virginia, U.S.A. 4
  • 6. Talk to Us Global Offices Toronto Hong Kong MFC Global Investment Management (Canada) MFC Global Investment Management (Asia) 200 Bloor St. E., NT-6 47/F, Manulife Plaza Toronto, Ontario The Lee Gardens M4W 1E5 33 Hysan Avenue Canada Causeway Bay, Hong Kong Phone: (416) 852-2204 Phone: (852) 2910-2600 Boston Tokyo MFC Global Investment Management (U.S.), LLC. MFC Global Investment Management (Japan) Limited 101 Huntington Ave, Kyobashi TD Building 7F Boston, MA. 02199 1-2-5 Kyobashi, Chuo-ku, Tokyo 104-0031 United States Japan Phone: (617) 375-1500 Phone: (81) 3-5204-5540 London MFC Global Investment Management (Europe) Limited 10 King William Street London, U.K. EC4N 7TW Phone: (020) 7256-3500 www.mfcglobal.com MFC Global Investment Management® MFC Global Investment Management® ('MFC GIM') is the asset management division of Manulife Financial. MFC GIM’s diversified group of companies and affiliates provide comprehensive asset management solutions for institutional investors, investment funds and individuals in key markets around the world. This investment expertise extends across a full range of asset classes including equity, fixed income and alternative investments such as oil & gas, real estate, timber, farmland, as well as asset allocation strategies. MFC GIM has investment offices in the United States, Canada, the United Kingdom, Japan, Hong Kong, and throughout Asia. Additional information about MFC GIM may be found at www.mfcglobal.com. MFC Global Investment Management®, Manulife and the block design are trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation. The opinions expressed are those of MFC Global Investment Management® as of February 2009, and are subject to change based on market and other conditions. Neither Manulife Financial, MFC Global Investment Management®, nor any of their affiliates or representatives is providing tax, investment or legal advice. Past performance does not guarantee future results. This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of MFC GIM to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by MFC GIM. CO-BR-0209