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Asset allocation model portfolios are a great way to get diversified exposure to financial markets in a single step. Explore this site to learn more about the benefits of model portfolios and our range of options.
Manulife Investment Management and other managers talk about the transformative power of customization given to financial professionals using model portfolios.
Unlike asset allocation model portfolios that provide broad exposure across multiple asset classes, building block model portfolios focus on one specific asset class, such as fixed income, U.S. equity, or international equity. We consider some of the benefits of using building block model portfolios.
Targeting specific investment outcomes using a range of asset classes, management strategies, and investment styles
John Hancock Multi-Asset Income Model Portfolios
A solution in the search for yield
Portfolios targeting the highest potential returns within defined risk parameters
John Hancock Target Risk Model Portfolios
A solution for investors seeking a relatively stable balance of risk/return potential over time
Seeks to deliver consistent income for investors on a risk-managed basis, with secondary consideration for capital appreciation. Suitable for investors pursuing a relatively stable balance of risk and income potential over time.
Allocations will vary over time. All data is as of as of 3/31/24.
A conservative risk-profiled portfolio overweight in fixed income with a mix of equity and alternatives exposure
Allocations will vary over time. All data is as of 3/31/24.
A moderate risk-profiled portfolio with balanced exposure to fixed income and equities as well as exposure to alternatives
Allocations will vary over time. All data is as of 3/31/24.
A balanced portfolio with overweight equity exposure, moderate fixed-income exposure, and some exposure to alternatives
Allocations will vary over time. All data is as of 3/31/24.
A growth-oriented portfolio overweight in equities, with some fixed income exposure as well as exposure to alternatives.
Allocations will vary over time. All data is as of 3/31/24.
An aggressive risk-profiled portfolio with high equity exposure as well as some exposure to alternatives. This portfolio has no exposure to fixed income.
Allocations will vary over time. All data is as of 3/31/24.
Our multi-asset investment process is centered on investors’ risk parameters and return objectives. The key objective is to maximize returns for any given level of risk, which relies on robust asset class analysis and skilled portfolio construction.
Macro inputs are combined with fixed-income, equity, and alternative asset class forecasts that consider growth expectations, valuation changes, currency returns, and income return among other analyses.
Asset class and strategy selection is aligned to investors’ risk/return objectives. Asset class analysis is model driven, using both quantitative and fundamental inputs.
Optimal portfolio construction is based on rigorous ongoing ex-ante analysis and ex-post analysis and return forecasts. Risk management is embedded in every step of the process with ongoing monitoring and evaluation.
Every quarter, the Multi-Asset Solutions Team compiles an analysis of anticipated performance for different asset classes over a 5-year and long term (20-year plus) time horizon. These views guide the team's asset allocation decisions across a range of portfolios and investment strategies.
Source: Multi-Asset Solutions team, Manager research team, as of 3/31/24.
Representative example is for illustrative purposes only. All logos are the property of their respective owners.
1988
Firm introduces multimanager approach to investing
1995
Multimanager asset allocation portfolios for retirement plans
2005
Target-risk portfolios for individuals
2009
Alternative Asset Allocation Fund
2011
Asset allocation model portfolios
2016
U.S. sector rotation portfolios
2019
Over $100B in multi-asset portfolios under management
Models can enable financial professionals to spend more time with their current clients on holistic wealth and financial planning and less time on investment research, portfolio construction, rebalancing, trading, and fund rationalization.
Leveraging models may also lead to more efficient integration of new client relationships, as clients with similar risk profiles elect the same models, enabling financial professionals to spend more time converting prospects into clients.
Models enjoy the benefits of asset allocation and manager selection from an experienced third party with a robust process and a documented rationale for key investment decisions. They also enable financial professionals to leverage manager investment commentary and other materials.
Scale, experience, and fee structures can vary widely across the industry.
Diversification does not guarantee a profit or eliminate the risk of a loss.
In this episode, Katie Baker, senior national account manager and model delivery lead at John Hancock Investment Management, and Bruce Picard, CFA, portfolio manager and head of model portfolios at Manulife Investment Management, discuss potential opportunities in model portfolios.
March 18, 2024
February 23, 2024
January 31, 2024
This guide offers reasons for financial professionals to consider model portfolios, key factors to consider when evaluating providers, and our investment approach.
Financial professionals: Learn more about reasons to consider model portfolios, key factors to consider when evaluating providers, and our approach.
Investors: Ask your financial professional how model portfolios can help you achieve your long-term investing goals.
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