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Where strategic beta and active management can add the most value

May 2017 |

New research identifies the equity categories where outperformance among top actively managed and strategic beta approaches has been the most substantial. Head of Investments Leo M. Zerilli, CIMA, explores the implications for the active versus passive debate and the growing use of strategic beta.

How ETF strategists are employing strategic beta in model portfolios

April 2017 | PDF

This paper includes profiles of strategists who are employing strategic beta ETFs in different ways—along with our views on each approach.

Acquiring significant net new business through strategic messaging and branding

March 2017 | PDF

Financial advisors understand that there’s more to a personal brand than just a great visual identity. Your brand is about stewarding your business at every level and in every detail. Learn actionable ideas on how communicating your value through strategic messaging and branding can lead to more client interactions, referrals, and net new business by making some subtle tweaks to your personal brand.

A better way to invest: manager selection and oversight at John Hancock Investments

February 2017 | PDF

Financial advisors and consultants face an investment management landscape increasingly split between industry giants and specialized boutiques. John Hancock Investments’ Leo M. Zerilli, CIMA, explains how the firm’s unique approach blends the innovation and agility of today’s boutique asset managers with strong risk controls and oversight.

Attracting clients through ESG and sustainable investing

February 2017 | PDF

The rapid growth of environmental, social, and governance (ESG) investing reflects rising demand from investors for values-based approaches and poses challenges for advisors wishing to attract and retain these clients. Todd J. Cassler, President of Institutional Distribution, outlines simple steps that advisors can take to speak intelligently about ESG, provide credible ESG investment alternatives, and position their practices to better address growing client demand for ESG investing.

Target-date funds: embracing open architecture

February 2017 | PDF

Defined contribution plan-level best practices call for an open-architecture, or multimanager, lineup of investment offerings, but that line of thinking rarely extends to target-date portfolio construction. If open architecture is important, explains John Hancock Investments’ CEO Andrew G. Arnott, then more target-date funds should be open.

Active share and mutual fund performance

January 2017 | PDF

The development of active share in the mid-2000s offered a potentially forward-looking view into a fund’s performance prospects and, as a result, it has become an increasingly popular metric for investors. Head of Investments Leo M. Zerilli, CIMA, discusses the definition and origin of active share and its benefits and limitations as a predictor of fund performance.

Advisor Insight: Fiduciary prudence in rising interest rates

January 2017 | PDF

Retirement plan sponsors face a unique challenge as interest rates continue to rise. In this commentary, C. Frederick Reish, Esq., of Drinker Biddle & Reath LLP, discusses the fiduciary implications of switching to bond portfolios that may be less susceptible to losses due to rising rates.

Why blending active and passive strategies is right for investors

October 2016 | PDF

The debate over whether investors should use active or passive strategies in their portfolios has generated many opinions but far fewer conclusions for investors. In this paper, Head of Investments Leo M. Zerilli, CIMA, explores the advantages and drawbacks of each approach and suggests how investors may be well served by blending the two in a diversified portfolio.

What your older 401(k) clients can learn about asset allocation from millennials

July 2016 | PDF

The popular perception that younger investors are unduly averse to equity risks doesn’t hold up, according to 401(k) participant data. In fact, millennials are far more likely than older plan participants to maintain age-appropriate stock exposure, thanks to younger investors’ greater use of target-date funds, writes Todd J. Cassler, president of institutional distribution.

Discussing fees with your clients

July 2016 | PDF

As an advisor, you typically add value to your clients that goes well beyond managing investments. But how well do you communicate your level of personal value in relation to fees? Learn actionable ideas on how to articulate your expertise, be confident in how you set and address fees, and understand how your personal brand can attract new business and grow assets under management.

From niche to mainstream: how ESG principles are reshaping investing today

June 2016 | PDF

Head of Investments Leo M. Zerilli, CIMA, discusses the evolution of ESG investing and debunks three myths about the increasingly popular practice.

The impact of advocacy on ESG investing

June 2016 | PDF

Trillium Asset Management’s CEO and Portfolio Manager Matthew W. Patsky, CFA, discusses the importance of shareholder advocacy and its positive impact on corporate practices and performance.

A time to sell: three succession planning tips for registered investment advisors (RIAs)

May 2016 | PDF

Of those principals of independent registered investment advisors (RIAs) working today, nearly half hope to retire in the next decade—but 60% have no succession plan in place. This paper outlines three specific steps designed to help RIAs successfully navigate the multi-year business transition process.

Intention versus practice: factors limiting downside protection in portfolio models

April 2016 | PDF

January’s market volatility put many well-constructed portfolios to the test, including model portfolios employed by registered investment advisors and other professional investors. Our portfolio consulting team looked at moderate allocation models and found a number of factors that together are limiting downside protection and diversification potential for advisors and their clients.

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