Viewpoints by Leo Zerilli, Head of Wealth and Asset Management, Canada, Manulife Investment Management at Manulife Investment Management

Leo is responsible for the firm’s wealth and asset management business in Canada, one of three key regions in which the firm operates globally. Previously, he was the firm’s global head of investment product, overseeing all investment product development, asset manager selection, and ongoing oversight of global performance and risk across a wide range of investment vehicles. Prior to his appointment to that position in 2017, Leo was with the firm’s U.S. retail business, John Hancock Investment Management, where he served as head of investments and chief investment officer after holding diverse roles of steadily increasing responsibility within the organization dating to 1997. He currently serves as a director of the Investment Funds Institute of Canada.
- Education: B.A., Political Science and Economics, Colgate University; M.B.A., Boston University
- Joined the company: 1997
- Began career: 1997
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Why blending active and passive strategies is right for investors
Active/passive isn't an either/or. Learn how investors can benefit by combining both approaches in the same portfolio.
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Understanding strategic beta
While the category may feel relatively new, the concepts driving this most contemporary of investment approaches have roots that are decades old.
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Incorporating ETFs into your portfolio
How do advisors use ETFs? We take a look at the most common strategies and offer some asset allocation insight.
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Pursuing market premiums through a time-tested multifactor approach
The equity characteristics that John Hancock Multifactor ETFs are built to tap into have delivered higher returns than the broad market over time.
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Why alternative investments may matter more than ever before
If the essence of investing resides in risk management, then maintaining a meaningful allocation to alternatives makes sense—especially now. John Hancock Investment Management’s Leo M. Zerilli, CIMA, shows why.
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How top active managers add value in international equity markets
A substantial number of actively managed international equity strategies have outperformed over the past three years, according to our research.
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Where strategic beta ETFs have outpaced active funds
Active management isn’t the only option for beating an equity benchmark. Our research shows that a substantial number of strategic beta ETF strategies have outperformed over the past three years.
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Opening your search for yield to the closed-end fund market
In a world characterized by low yields, low economic growth, and low expected returns, many closed-end funds offer distinctive features that may be particularly suited to address these challenges.
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U.S. mid-cap stocks are flourishing in the shadows
Mid-cap stocks typically combine the most attractive attributes of large and small companies, but they're often underrepresented in portfolios, despite a history of outperformance over the past 25 years, often with less risk.
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ESG investing: from niche player to mainstream approach
From its humble beginnings some 40 years ago, environmental, social, and governance (ESG) investing has come into the mainstream among the investing public as well as the financial industry.
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