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Viewpoints by Cheryl I. Smith, Ph.D., CFA, Portfolio Manager at Trillium Asset Management

Cheryl is a portfolio manager and economist at Trillium Asset Management, where she began her investment management career in 1987. In 1992, she joined United States Trust Company, now known as Walden Asset Management, as a portfolio manager. She rejoined Trillium in 1997 and, in addition to working at the firm, is a board member of Oikocredit USA and Cornerstone Capital. Cheryl earned a B.S. in Foreign Service from Georgetown University School of Foreign Service and an M.A., M.Phil., and Ph.D. in Economics from Yale University, and holds the Chartered Financial Analyst designation.

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U.S. equities

Human capital and consumer brands in a post-pandemic world

The pandemic is disrupting consumer patterns, putting many retail, entertainment, and leisure companies at risk. We explore how consumer brands can recover and thrive.

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May 04, 2020

Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Trillium Asset Management
How climate resilient is your portfolio?

What does the big picture of climate risk and opportunity look like from the viewpoint of a dedicated ESG strategy? Cheryl Smith offers her perspective.

Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Trillium Asset Management

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October 03, 2019

Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Trillium Asset Management
Sustainability's virtuous feedback loop

As public companies step up to address global climate risks, questions of social equity, and better governance, business sustainability gathers new strength.

Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Trillium Asset Management

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November 30, 2018

Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Trillium Asset Management
Active engagement: how top ESG managers make a difference

Rather than merely excluding companies, today’s top ESG portfolio managers directly engage firms to combine financial returns with positive impact.

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Matthew A. Zalosh, CFA, Portfolio Manager Trillium Asset Management

Matthew A. Zalosh, CFA, Portfolio Manager Boston Common Asset Management

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June 02, 2017

Khurram Gillani, Portfolio Manager Breckinridge Capital Advisors

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Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Trillium Asset Management

Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Boston Common Asset Management

Matthew A. Zalosh, CFA, Portfolio Manager Breckinridge Capital Advisors

Matthew A. Zalosh, CFA, Portfolio Manager Trillium Asset Management

Matthew A. Zalosh, CFA, Portfolio Manager Boston Common Asset Management

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Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by its affiliates under license.

John Hancock Investment Management LLC is the investment advisor for the closed-end funds.

A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment.

Mutual funds

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Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

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ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

529

If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2021 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date.

John Hancock Freedom 529

P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529

529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.

Viewpoints by Cheryl I. Smith, Ph.D., CFA, Portfolio Manager at Trillium Asset Management

Human capital and consumer brands in a post-pandemic world

How climate resilient is your portfolio?

Sustainability's virtuous feedback loop

Active engagement: how top ESG managers make a difference

Explore the latest thinking from our network

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