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AI as the next investment frontier: accelerating insight, capturing opportunities

Driven by curiosity, inspired by possibilities

Striving to create value by harnessing AI capabilities strategically, transparently, and responsibly

We began exploring AI applications for our investment process earlier this year with an emphasis on enhancing our research workflows to help create value for our clients. In this video, our Global Chief Investment Officer for Public Markets Colin Purdie, CFA, explains our approach to AI integration, highlighting one key element that helped propel our efforts forward—inclusive partnership.

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AI introduction with Colin Purdie

“We regard AI as a tool to refine and inform human judgment rather than replace it. We don’t use AI to make investment decisions, nor do we intend to.”

—Colin Purdie, CFA Global Chief Investment Officer, Public Markets, Manulife Investment Management

AI in action

Charting our path forward—leaning into the transformative power of AI

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Strategically focused

AI efforts are often measured by efficiency and time savings, but that’s only part of the picture. Their true value lies in providing timely and relevant insight that enables us to explore a broader range of questions with more depth, allowing us to make more informed investment decisions—advances that have the potential to help us deliver better outcomes for our clients.

Collaborative and open

AI tools shouldn’t be designed in silos. We embed our AI team within our investment team, helping ensure that everyone is speaking the same language and has a clear view of what we’re working toward. We believe strongly that collaboration through transparent, open communication is critical to achieving success.

Always curious, always learning

We’re driven by curiosity and believe in learning by doing. The fact that we, along with the broader industry, are in discovery mode both intrigues and excites us. We’re committed to an always-learning mindset.

Harnessing the power of AI

AI has the potential to reshape global financial markets, leading to new opportunities as well as risks. The way we manage data can also have an impact on the extent to which we can expect to benefit from this new technology. Colin Purdie, our global chief investment officer for public markets, shares his views on AI and our approach to AI integration.

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AI in investment management

Navigating the evolving AI landscape

Discover how AI is transforming investment management—case studies and thought leadership coming soon

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News and updates

Stay informed on how Manulife Wealth & Asset Management is leading the way in responsible AI adoption.

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Manulife Wealth & Asset Management brings transformative power of AI to its investment teams

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Manulife named #1 life insurance company for AI maturity by Evident

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GenAI capabilities rolled out to 100% of Manulife’s workforce with 75% engagement rate

Important disclosures

About Manulife Wealth & Asset Management

As part of Manulife Financial Corporation, Manulife Wealth & Asset Management provides global investment, financial advice, and retirement plan services to 19 million individuals, institutions, and retirement plan members worldwide. Our mission is to make decisions easier and lives better by empowering people today to invest for a better tomorrow. As a committed partner to our clients and as a responsible steward of investor capital, we offer a heritage of risk management, deep expertise across public and private markets, and comprehensive retirement plan services. We seek to provide better investment and impact outcomes and to help people confidently save and invest for a more secure financial future. Not all offerings are available in all jurisdictions. For additional information, please visit manulifeim.com.

Caution regarding forward-looking statements

This document contains forward-looking statements within the meaning of the "safe harbour" provisions of Canadian provincial securities laws and the U.S. Private Securities Litigation Reform Act of 1995 with respect to Manulife’s use of its digital capabilities, including AI-enabled tools, and the expected benefits it expects to realize with such tools, including with respect to outcomes for clients and partners. Although we believe that the expectations reflected in such forward-looking statements are reasonable, such statements involve risks and uncertainties, and undue reliance should not be placed on such statements. Certain material factors or assumptions are applied in making forward-looking statements, and actual results may differ materially from those expressed or implied in such statements. Important factors that could cause actual results to differ materially from expectations include but are not limited to general business and economic conditions; changes in laws and regulations with respect to the use of AI-enabled tools; our ability to execute our digital plans and to deploy future digital use cases; our ability to adapt products and services to the changing market; our ability to attract and retain key employees; and our ability to protect our intellectual property and exposure to claims of infringement from others. Additional information about material risk factors that could cause actual results to differ materially from expectations may be found in our most recent annual and interim reports and elsewhere in our filings with Canadian and U.S. securities regulators.

The forward-looking statements in this document are, unless otherwise indicated, stated as of the date hereof. We do not undertake to update any forward-looking statements, except as required by law.

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