Quantitative management team

Based in Montreal, QC, the Manulife quantitative management team has been applying their diverse investment and actuarial expertise when designing custom, value-add fixed income solutions for over 20 years.

The quantitative team difference

Custom solutions for complex challenges – The team blends an insurance company heritage with capabilities shaped from pension and insurance liability management experience.

Diverse backgrounds create custom solutions – 15 investment professionals with over 200 years of combined experience, including 10 with actuarial backgrounds*, fit into four groups:

  • Quantitative research
  • Solution design
  • Financial engineering
  • Portfolio management

Get to know the team

There are 'pockets of value' in the fixed income market. Quantitative credit and curve analysis enables us to identify and exploit these pockets of value in the pursuit of long-term returns, while minimizing downside risk.

The team also has full-access to resources on Manulife’s global teams, including derivatives services, global trading platform, risk and analytics and credit research.

Serge Lapierre, FSA, FCIA

Global head of Liability-Driven Investments (LDI), Financial Engineering & Quantitative Research and senior managing director
Investing for 26 years

Jean-Francois Giroux, CFA, FRM

Portfolio manager and head of LDI Canada
Investing for 19 years

Sonia Chatigny, CFA

Managing director and portfolio manager 
Investing for 22 years

Nadia Live, CFA

Managing director and portfolio manager 
Investing for 22 years

Nicholas Scipio del Campo

Managing director and head portfolio manager 
Investing for 15 years

Christina Somers, CFA

Portfolio manager
Investing for 19 years

Émilie Paquet, FSA

Head of Financial Engineering and managing director 
Investing for 18 years

François Panneton, PhD

Head and managing director
Investing for 16 years


Investment process

Within a quantitative framework we apply our expertise to generate innovative investment solutions, and develop state of the art portfolio management techniques, allowing us to remain at the forefront of the investment industry. But first and foremost we are committed to understanding client needs and developing specific solutions to meet those needs.

The team is committed to understanding your needs and developing specific solutions to meet those needs. The first step is Discover and Understand your unique needs – listening to your needs is at the core of what we do. The second step is Model Goals – We use a robust proprietary toolkit to support multiple types of goals and assumptions. The third step is custom benchmark – we create a custom benchmark to match the goal and achieve your target risk and return profile. The fourth step is Portfolio. We build a custom portfolio to meet or exceed the custom benchmark return potential.

For illustrative purposes only.

This four-step process was the framework used when building the Manulife Smart Bond ETFs.

The team manages the Smart Bond ETFs by combining a disciplined, quantitative model with a security specific-credit overlay. This robust quantitative approach includes seeking maximum value from sector, industry and yield curve positioning while the credit analysis overlay and strong risk management process ensure a high quality, diversified portfolio.

Manulife Smart Bond ETF investment process

The team manages the Smart Bond ETFs by combining a disciplined, quantitative model with a security specific-credit overlay. This robust quantitative approach includes seeking maximum value from sector, industry and yield curve positioning while the credit analysis overlay and strong risk management process ensure a high quality, diversified portfolio.
For illustrative purposes only.

ETFs

Hedged ticker

Unhedged ticker

Fund name

Morningstar category

Use for

-

TERM

Manulife Smart Short-Term Bond ETF

Canadian short-term fixed income Core Canadian investment grade bond holding

-

BSKT

Manulife Smart Core Bond ETF

Canadian fixed income Core Canadian investment grade bond holding

-

CBND

Manulife Smart Corporate Bond ETF

Canadian corporate fixed income Core Canadian investment grade bond holding

*As of 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.