Strategic Fixed Income

The strategy seeks to generate competitive, consistent, risk-adjusted performance by investing across global fixed-income markets while adding value primarily through sector rotation, security selection, and opportunistic currency investments. The team believes in a fundamental, risk-managed investment process that seeks out the best opportunities on a global basis while controlling interest-rate, credit, currency, and liquidity risk.

 

Philosophy

The team believes strong, consistent returns can be generated by investing primarily in a portfolio of global government, corporate, and securitized debt, including emerging markets and high-yield securities. Currency management seeks to further diversify the portfolio, mitigate risk, and add value. By expanding the investment universe to include multiple sectors and currencies, the team believes they increase their potential to add value while reducing risk.

For complete award information, criteria and methodology, please click here.

 

 

Documents

Managed by

Daniel S. Janis III

Senior Portfolio Manager, Head of Global Multi-Sector Fixed Income

Dan is head of global multi-sector fixed income at Manulife Investment Management. He’s a senior managing director, senior portfolio manager, and the lead portfolio manager for the company’s global multi-sector fixed-income strategies, responsible for asset allocation, global bond research, and currency management. His areas of expertise include global economics, foreign exchange, derivatives, and risk management. Prior to joining the company, Dan was a vice president and proprietary risk manager for BankBoston. Earlier in his career, he worked as a vice president for Morgan Stanley in the foreign exchange department and managed their forward desk. Dan holds certification from the International Capital Market Association.

  • Education: A.B. in Economics, Harvard University
  • Joined the company: 1999
  • Began career: 1984
Daniel S. Janis III

Thomas C. Goggins

Senior Portfolio Manager, Global Multi-Sector Fixed Income

Tom is a senior managing director and senior portfolio manager on the global multi-sector fixed-income team at Manulife Investment Management, responsible for portfolio management, global bond research, security selection, and risk management for the company’s global multi-sector fixed-income strategies. Prior to joining the company, Tom held positions at Putnam Investments, Transamerica Investments, SAC Capital, and Fontana Capital.

  • Education: B.B.A., University of Wisconsin; M.A. in Finance and Accounting, Northwestern University
  • Joined the company: 1995; rejoined in 2009
  • Began career: 1987
Thomas C. Goggins

Kisoo Park

Portfolio Manager, Global Multi-Sector Fixed Income

Kisoo is a managing director and portfolio manager on the global multi-sector fixed-income team at Manulife Investment Management, responsible for portfolio management, global bond research, and currency management for the company’s global multi-sector fixed-income strategies. Kisoo joined us from a hedge fund firm based in Hong Kong, where he was a founding member and COO. Prior to that, he was the CIO, responsible for tactical asset allocation investing in global equities, fixed-income, commodities, FX, and interest-rate asset classes at Prince Asset Management, Hong Kong. Earlier in his career, Kisoo held positions at Bank of Montreal, Fleet National Bank, Morgan Stanley, and Bank of New England, where he began his career specializing in treasury products, FX, and interest-rate trading.

  • Education: B.A. in Economics, Tufts University; University of Chicago, Graduate School of Business
  • Joined the company: 2011
  • Began career: 1986
Kisoo Park

Christopher M. Chapman, CFA

Portfolio Manager, Global Multi-Sector Fixed Income

Chris is a managing director and portfolio manager on the global multi-sector fixed-income team at Manulife Investment Management, responsible for portfolio management, global sovereign debt, currency research, portfolio construction, and risk management for the company’s global multi-sector fixed-income strategies. Prior to this position, Chris was a senior investment analyst with the global multi-sector fixed-income team. Before that, he worked in several other areas of the firm, including as an investment risk analyst on the quantitative research team. Chris began his career at State Street Bank. He holds the Certified Financial Analyst designation and is a member of CFA Society Boston.

  • Education: B.S.B.A. in Management, Stonehill College; M.S.F., Boston College
  • Joined the company: 2005
  • Began career: 1999
Christopher M. Chapman, CFA

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

  • Separate accounts

    Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

  • CITs

    Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

  • Mutual funds

    Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.

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Important information

The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. Any decision to engage Manulife Investment Management should be based upon a review of the terms of the prospectus, offering documents or investment management agreement, as applicable, and the specific investment objectives, policies and guidelines that apply under the terms of such agreement. There is no guarantee investment objectives will be met. The investment process may change over time. The characteristics set forth above are intended as a general illustration of some of the criteria the strategy team considers in selecting securities for client portfolios. Client portfolios are managed according to mutually agreed upon investment guidelines.

This information has been provided by Manulife Investment Management. All material is compiled from sources believed to be reliable and correct but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instrument nor does it constitute an offer or invitation to invest in any fund managed by Manulife Investment Management and has not been prepared in connection with any such offer. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed.

References to securities, transactions or holdings should not be considered a recommendation to purchase or sell a particular security and there is no assurance that, as of the date of publication, the securities remain in the portfolio. Additionally, it is noted that the securities or transactions referenced do not represent all of the securities purchased, sold or recommended during the period referenced and there is no guarantee as to the future profitability of the securities identified and discussed herein.

The indices cited are widely accepted benchmarks for investment performance within their relevant regions, sectors or asset classes, and represent non managed investment portfolio.