Extensive Research,Proven Managers       Presented by:                      Name                      Title               ...
Who is IMS? Investment consultant responsible for building platforms for mutual fund, retirement plan, asset allocation, v...
“Manager of Managers” for over 40 years• Responsible for overseeing nearly $800 billion in direct, subadvised,  and multi-...
ManagerRelationships    46    Number of                       Funds         827                            Fund-of-Fund As...
ClientsHow Does JHIMS HelpYou and Your Clients?With a diverse lineup of funds and managersResources and Experience        ...
IMS Leadership IMS Leadership                  5
We are a steward of capital― our primary goal is toprotect and grow our clients’assets over the long term
A multi-manager lineupadds value; our globalfootprint allowsus to find managers whoare the best at what they do
A successful manager research process involves defining thedesired performance blueprint, looking beyond pastperformance, ...
Risk goes beyond standard deviation; it is critical tounderstand the multiple drivers of risk
Continuously testing ourconvictions through debate anddialogue results in superiorinvestment decisions
The IMS Process                           2                  3                               Direct                  Inten...
What’s Wrong with Looking atPast Performance Alone?        85                        12                          13     BO...
Understanding Other Types Of Risk     John Hancock Risk Oversight Framework Internal Oversight               CCO Office   ...
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John Hancock PowerPoint Presentation

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John Hancock PowerPoint Presentation

  1. 1. Extensive Research,Proven Managers Presented by: Name Title FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.
  2. 2. Who is IMS? Investment consultant responsible for building platforms for mutual fund, retirement plan, asset allocation, variable annuity, variable life insurance, and 829 products • Researching new investment products, asset classes, and investment managers • Monitoring the performance of investment managers on an ongoing basis • Supporting investment-related sales and marketing efforts 1
  3. 3. “Manager of Managers” for over 40 years• Responsible for overseeing nearly $800 billion in direct, subadvised, and multi-manager assets 64 Team members (in Chicago) • 20 CFA Charterholders • 57 MBAs/MSFs • 8 CAIA (Certified Alternative Investment Analyst) Designees • 8 CIMA (Certified Investment Management Analyst) Designees 2
  4. 4. ManagerRelationships 46 Number of Funds 827 Fund-of-Fund Assets $101.7 Total Assets $167.8 Direct Assets $208.6 3
  5. 5. ClientsHow Does JHIMS HelpYou and Your Clients?With a diverse lineup of funds and managersResources and Experience Size and breadth to attract and gain access • Nearly 100 team members • More than 9 hours per week dedicated to • Oversees nearly $280 billion in assets manager research • 46 asset manager relationshipsCommitment to intensive due Independent oversight with adiligence focus on risk • 550+ due diligence meetings per year • Investment stress-testing • Non-investment risk framework 4
  6. 6. IMS Leadership IMS Leadership 5
  7. 7. We are a steward of capital― our primary goal is toprotect and grow our clients’assets over the long term
  8. 8. A multi-manager lineupadds value; our globalfootprint allowsus to find managers whoare the best at what they do
  9. 9. A successful manager research process involves defining thedesired performance blueprint, looking beyond pastperformance, and holding the manager accountable
  10. 10. Risk goes beyond standard deviation; it is critical tounderstand the multiple drivers of risk
  11. 11. Continuously testing ourconvictions through debate anddialogue results in superiorinvestment decisions
  12. 12. The IMS Process 2 3 Direct Intensive Access to Debate and Portfolio Dialogue Managers1 Robust Historical Risk/Return Analysis 4 A Thorough Understanding of RiskThe bottom line – we know asset managers! 12
  13. 13. What’s Wrong with Looking atPast Performance Alone? 85 12 13 BOTTOM HALF BOTTOM QUARTILE BOTTOM DECILEPercentage of top quartile large cap equity managers whose performance fellinto the bottom half, quartile or decile for at least one three-year period 13
  14. 14. Understanding Other Types Of Risk John Hancock Risk Oversight Framework Internal Oversight CCO Office Risk and Board of Committees and IMS Investment Trustees Operations Trade Oversight Committee Complex Securities Platform Management Ethics Oversight Pricing Disclosure, Controls, and Procedures 14

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