Beta management team
Based in Toronto, ON, the Manulife beta management desk has been applying their significant depth of experience within a highly disciplined and efficient investment process for over 20 years*.
The Beta team difference
Recognized expertise—Since 2000, equity index mandates won by the team have grown significantly. And with that, assets under management (AUM) growth has been equally significant at 27.9% CAGR over 19 years.1
Comprehensive capabilities—six investment professionals with over 90 years* of combined experience, that create investor-centric solutions that fit into four styles of asset management:
- Factor and rules-based approach
- Full index replication
- Fully synthetic portfolio creation
- Stratified sampling for large indices
Get to know the team
Operating efficiently and maintaining a disciplined and repeatable process is at the core of what the team does. Here are the investment professionals behind the process.*
Investment process
The team’s experience is evident across multiple equity index mandates – 14 across four different types of strategies – and truly comes to life through disciplined process, honed over 20 years.
The team manages the Dividend ETFs through an investment process that includes a quality dividend screen and an optimization of those dividend stocks. The result is an efficient and scalable ETF.
What makes it efficient and scalable? A rigorous cash management program and a tracking error monitoring system with targets well-inside of each ETF’s performance threshold.
ETFs
Important disclosure
* September 30, 2020.
1 Source: Manulife Investment Management as of September 30, 2020.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts as well as the prospectus of the mutual funds before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Manulife Funds (including the Trust Pools) are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife Investment Management is a trade name of Manulife Investment Management Limited. Manulife, Stylized M Design, and Manulife Investment Management & Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and its affiliates under license.