Wealth and Asset Management - CORPORATE BROCHURE Q2 2018 - Manulife Asset Management ...
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CORPORATE BROCHURE Wealth and Asset Management Q2 2018
Manulife Wealth and
Asset Management
brings together two of our greatest strengths –
wealth management and investment expertise,
creating a new powerhouse that aims to take our
clients to greater heights.
By combining our deep expertise and experience
in both wealth and asset management, we offer
fully-integrated solutions spanning investment
funds and pensions globally. These customised
multi-format solutions are developed to meet
Wealth & Asset Management Corporate Brochure 2Q 2018
the unique needs of different client groups,
16
ranging from retail investors to institutions and
pension groups.
Investment and client service
operations in 16 markets globally
480 +
More than 480 investment professionals
worldwide1
392 B
More than US$392 billion in assets under
management (AUM)2
1
Including Public Markets investment professionals (IP) and Private Markets investment
professionals from Hancock Natural Resource Group (HNRG) and Real Estate. Does
not include IPs from Renewable Energy, Oil & Gas, Private Equity & Mezzanine, Commercial
Mortgage Loans and Private Placement Debt.
2
Data as of 30 June 2018. AUM is rounded up to the nearest billion. Information shown
represents advised and sub-advised, public and private assets managed by Manulife Asset
100 +
Management (Manulife AM) and certain of its affiliates on behalf of Manulife AM, its clients
and the general accounts of the insurance company affiliates of Manulife AM. Manulife AM
assets under management include assets of Manulife TEDA Fund Management Company Ltd.’s
49% joint venture ownership structure. The methodologies used to compile the total assets
under management are subject to change. Information related to assets under management
may not be the same as regulatory assets under management reported on Form ADV of
applicable US affiliates of Manulife AM.
3
Past performance is not an indication of future results. The awards are for information
Over 100 illustrious industry
purposes only and should not be construed as an endorsement of Manulife Asset
02accolades to date
3
Management, its affiliates or its products. 03A Diverse Portfolio of Complementary Businesses Globally
Our Wealth and Asset Management group comprises three complementary business lines, making us the
36 th largest money manager (out of 580 investment management firms) in the world4.
US
Retail
Investments
Leveraging our asset management
expertise and a managed
Retirement
Platforms
We are a major player in the pension
business in Canada, the US, Hong
No.
1
in Small & Mid Case
Declined Contribution
(DC) Plans 5
architecture platform, we aim Kong and Indonesia where we have a
Wealth & Asset Management Corporate Brochure 2Q 2018
to bring institutional capabilities strong track record in generating solid
Canada
2
to retail investors, creating asset growth and earnings. With a
unparalleled investment solutions. relentless focus in building long-term No.
relationships with our clients, our
end-to-end retirement solutions have
been developed to meet the unique in Group Retirement
needs of our clients all over the world. Plans 6
Institutional Broad product mix across group Hong Kong
1
and individual pensions
Asset Management No.
Strong partnership ties with
We provide a comprehensive suite governments and industry in
of outcome-orientated solutions, shaping retirement and pension
Mandatory Provident
backed by stellar performance, to policies
Fund (MPF) provider 7
institutions globally. Objective-based asset allocation
Indonesia
2
solutions backed by strong
investment capabilities
No.
Defined Contribution
(DC) Plans, by AUMA8
4
Source: Pensions & Investments (P&I), 2017
5
Pro forma: includes New York Life RPS business acquired in April 2015; Small & Mid Size market includes all plans with less than US$100 million
in assets; Source (by plans): LIMRA, data as of 31 December 2016.
6
Source: 2016 Fraser Group Universe Pension Report. Based on 31 December 2016 data, for capital accumulation plans.
7
MPF market shares are measured by scheme sponsor share of asset under management and net cash flows. Source: Table on p.5 of Mercer MPF
04 Report as of 29 December 2017.
8
Source: DPLK Association; Market rank by sales or cash flows is unavailable. Data as of December 2016.130
Years
Deep-rooted insurance culture
Our Rich Heritage Means… Our Insurance Pedigree
Wealth & Asset Management Corporate Brochure 2Q 2018
Access to a Wealth of Experience Means…
Be Cautious of Your Investments
Our parent company, Manulife Financial Corporation,
is a leading global financial services group, with a rich
We strongly value our beginnings as an insurance
heritage and investment track record that dates back to
company more than 130 years ago. The resulting
the 1800s.
deep-rooted insurance culture over the years means
As one of Asia’s most trusted brands since 1897, that prudent risk management is very much part of
Manulife Financial Corporation manages our DNA. And it is this commitment in preserving our
over C$1.1 trillion (US$850 billion) clients’ wealth that makes us a trusted partner of many
in assets under management and administration across the world.
(AUMA) (as of 30 June 2018) globally, with principal
operations in Asia, Canada and the US.
This strong parentage enables our Wealth and Asset
Management group to benefit from the goodwill and
strong relationships that come with being a part of
an established financial titan – one that commands a
solid global reputation in providing financial advice,
insurance, as well as wealth and asset management
solutions.
05Our Unparalleled Regional Presence Means…
We Understand Asia and Offer Strong Local Insights
With more than 120 years of operating history in Asia, we are deeply embedded in each of the 10 Asian markets
where we operate.
We have over 180 on-the-ground professionals in the region who conduct proprietary research to provide our clients
with unique local insights. These professionals form part of a wider network of more than 480 investment professionals
located around the world, giving us unparalleled edge in investment management.
USA Canada Europe Asia Ex-Japan Japan
163 105 24 184 13
Wealth & Asset Management Corporate Brochure 2Q 2018
Our Strong Footprint in 10 Asian Markets Means…
Flexibility in Creating Unique Solutions for You
We are deeply entrenched in the markets we operate in, with local platforms that offer greater flexibility in
customising solutions for every client.
5
6 North Asia:
Southeast Asia:
7
8Our Proven Investment Philosophy Means…
You Get Results
Our team-focused investment philosophy combines local-level expertise with extensive global resources. Each
specialist investment team holds its own distinct investment process, backed by multi-faceted risk management.
Interconnected local teams also feed real-time information into regional and global strategies.
This unique collaboration-focused approach to responsible investing has translated to the ability to deliver solid
investment results across public and private markets, that meet our client needs.
Public Assets Private Assets
Alpha-focused active management Driven by in-house sector expertise
Differentiated investment process Broad access to private market
Wealth & Asset Management Corporate Brochure 2Q 2018
with intrinsic value orientation strategies
Proprietary fundamental research Fully-integrated operational platforms
supported by global intellectual capital in real asset strategies
in macroeconomics and analytical
resources
Public Asset Capabilities
Equities Fixed Income Multi Assets
Strong Asian footprint of over 80 Strong track record of expertise Offer diversified exposure across
experts across 10 markets underpinned by fundamental a variety of asset classes and
research-driven investment markets globally
Extensive proprietary research
approach
network to identify unique Dynamic asset allocation strategy
opportunities Well-resourced Asian team of maximises risk-return potential
over 60 experts across 10 markets
Focus on delivering alpha Focus on downside risk
via a proprietary investment Strong and robust risk through rigorous in-house risk
process, supported by rigorous management process management process
fundamental bottom-up research
Global Equity Global Multi-Sector
US Core Value Equity US Core and Core Plus
Canadian Value Equity Canadian Fixed Income
Asian Equity Asia ex. Japan Fixed Income
EAFE Equity Japan Fixed Income
Emerging Market Equity Emerging Market Debt
07Our Deep Private Asset Capabilities Mean…
A Greater Opportunity Set for You
Our extensive investment experience is not just limited to traditional asset classes such as equities and fixed income;
we have an equally strong track record in private markets 9, managing over US$91 billion of AUM10.
This means you can tap into a diverse group of assets that allows the potential for strong risk-adjusted returns.
Alongside our ability to customise solutions for our clients, we offer access to a full spectrum of options to meet your
investment needs.
Private Asset Capabilities
Timberland Farmland Oil & Gas Real Estate
Our active and disciplined Our farmland capabilities We have expertise in all Our fully-integrated real
approach to timberland include providing areas of finding, estate operational
investment encompasses investment management, developing and platform encompasses
acquisitions, portfolio property management managing oil & gas investment, asset and
Wealth & Asset Management Corporate Brochure 2Q 2018
management and oversight, and direct assets. property management.
dispositions. operating client asset
Today, we are a fully- Today, we hold 62 million
management.
Today, we are the world’s integrated manager square feet of real estate
largest timberland Today, we have planted covering all functional – equivalent to owning
investment manager for over 1 billion trees and and technical areas, and 23 Empire State
institutional clients. produced enough grapes produced over 61,000 Buildings.
to make 8 million bottles barrels of oil to date.
of wine.
Experience: Experience: Experience: Experience:
30+ years
25+ years
25+ years
80+ years
Infrastructure Private Equity Commercial Private Placement
Equity & Mezzanine Mortgage Loans Debt
We have deep experience We are focused on well- We have demonstrated We have specialised
investing in and established, operationally ability to capture yield by lending teams across
managing power and and financially stable US actively lending through a range of disciplines
infrastructure middle-market all economic cycles and including corporate
investments. companies. a robust deal flow that finance, project finance
allows for selectivity. and a range of individual
Today, our vertically Today, we boast a long- industries.
integrated-platform tenured team with deep Today, we hold leading
operates along all points industry knowledge, first-mortgage origination Today, we are amongst
in the value chain, with leveraging a disciplined capabilities, supported by the world’s largest
deep industry perspective sourcing, pricing and on-the-ground teams in investors in private
offering unique monitoring process. 14 offices throughout placement debt.
investment insights. North America.
Experience: Experience: Experience: Experience:
30+ years
20+ years
70+ years
30+ years
9
Private market products are not authorized by the Securities and Futures Commissions (SFC) in Hong Kong and are not available for retail investors
in Singapore. Affiliates of Manulife Asset Management Private Markets include: Manulife Real Estate, John Hancock Real Estate Finance Group,
North American Corporate Finance Group, Hancock Timber Resource Group, Hancock Agriculture Investment Group, Hancock Natural Resource
08 Group, Regional Power, Hancock Renewable Energy Group, NAL Resources, Hancock Capital Management and Manulife Capital.
10
This includes assets managed for Manulife’s general fund and external clients.Our Solid Wealth Management Capabilities Mean…
We Offer Well-Rounded Expertise
Our Wealth and Asset Management capabilities extend beyond investment management to cover total
wealth management solutions.
By combining our expertise and experience in both investment and pension across an open managed-
architecture platform, we customise multi-faceted, outcome-oriented solutions that address each and
every of our client’s unique wealth needs.
Recognition of Excellence in Asia
Wealth & Asset Management Corporate Brochure 2Q 2018
Hong Kong China
Manulife Asset Management powers The 1st financial institution to receive
Hong Kong’s largest Mandatory Provident Investment Company Wholly Foreign Owned
4
Fund (MPF) provider – Manulife Entity (WFOE) license
Philippines Indonesia
The 1st Trust corporation backed by a Awarded the Best Fund House in Indonesia11
leading multinational financial services group
11
Source: Asia Asset Management, January 2018 09Contact Us
North America North Asia Southeast Asia
Toronto China Indonesia
Manulife Asset Management Ltd. Manulife Investment (Shanghai) Ltd. Co. PT Manulife Asset Manajemen Indonesia
200 Bloor Street East Unit 2501, 88 Yincheng Road 31/F Sampoerna Strategic Square
Toronto, Ontario, M4W 1E5 China Life Financial Center, Pudong New Area South Tower, Jalan Sudirman Kav, 45-46
Phone: (1) 416 852 2204 Shanghai Jakarta 12930, Indonesia
Phone: (86) 21 3602 1600 Phone: (62) 21 2555 7788
Boston
Manulife Asset Management (US) LLC Hong Kong Malaysia
197 Clarendon Street Manulife Asset Management (Hong Kong) Ltd. Manulife Asset Management Services Bhd
Boston, MA, 02117 16/F Lee Garden One 16/F Menara Manulife
United States 33 Hysan Avenue 6 Jalan Gelenggang, Damansara Heights
Phone: (1) 617 375 1500 Causeway Bay, Hong Kong 50490 Kuala Lumpur, Malaysia
Phone: (852) 2910 2600 Phone: (60) 3 2719 9228
Japan Philippines
Europe
Wealth & Asset Management Corporate Brochure 2Q 2018
Manulife Asset Management (Japan) Ltd. Manulife Asset Management and Trust Corporation
15/F Marunouchi Trust Tower North Building 20/F LKG Tower, 6801 Ayala Avenue, Makati City
London 1-8-1 Marunouchi, Chiyoda-ku Philippines 1226
Manulife Asset Management (Europe) Ltd. Tokyo, Japan 100-0005 Phone: (63) 2 884 5433
One London Mall Phone: (81) 3 6267 1940
London, EC2Y 5EA, UK
United Kingdom
Singapore
Taiwan
Phone: (44) 20 7256 3500 Manulife Asset Management (Singapore) Pte. Ltd.
Manulife Asset Management (Taiwan) Co., Ltd
51 Bras Basah Road
6/F, No.89, Sungren Road
#11-02 Manulife Centre
Taipei 11073
Taiwan, R.O.C. Singapore 189554
Phone: (886) 2 2757 5615 Phone: (65) 6501 5411
Thailand
Manulife Asset Management (Thailand) Co., Ltd.
6/F Manulife Place
364/30 Sri Ayudhaya Road, Rajthevi
Bangkok 10400, Thailand
Phone: (66) 2246 7650
Vietnam
Manulife Asset Management (Vietnam) Co., Ltd.
4/F Manulife Plaza, 75 Hoang Van Thai
Tan Phu Ward, District 7
Hochiminh City, Vietnam
Phone: (84) 8 5416 6777
10Source: Manulife Asset Management, all data as at 30 June 2018 unless otherwise stated.
Important notes
Manulife Asset Management is the asset management division of Manulife Financial. The information and/or analysis contained in this material have been compiled or
arrived at from sources believed to be reliable but Manulife Asset Management does not make any representation as to their accuracy, correctness, usefulness or
completeness and does not accept liability for any loss arising from the use hereof or the information and/or analysis contained herein. Neither Manulife Asset
Management or its affiliates, nor any of their directors, officers or employees shall assume any liability or responsibility for any direct or indirect loss or damage or any
other consequence of any person acting or not acting in reliance on the information contained herein.
This material was prepared solely for informational purposes and does not constitute a recommendation, professional advice, an offer, solicitation or an invitation by or
on behalf of Manulife Asset Management to any person to buy or sell any security. Nothing in this material constitutes investment, legal, accounting or tax advice, or a
representation that any investment or strategy is suitable or appropriate to your individual circumstances, or otherwise constitutes a personal recommendation to you.
Past performance is not an indication of future results. Investment involves risk. In considering any investment, if you are in doubt on the action to be taken, you should
consult professional advisers.
Proprietary Information – Please note that this material must not be wholly or partially reproduced, distributed, circulated, disseminated, published or disclosed, in
any form and for any purpose, to any third party without prior approval from Manulife Asset Management.
The material is issued in the following countries by the respective Manulife Asset Management affiliates - Indonesia: PT Manulife Aset Manajemen Indonesia. Malaysia:
Manulife Asset Management Services Berhad. Singapore: Manulife Asset Management (Singapore) Pte. Ltd. (Company Registration Number: 200709952G). Vietnam:
Manulife Asset Management (Vietnam) Company Ltd. Hong Kong: Manulife Asset Management (Hong Kong) Limited in Hong Kong and has not been reviewed by the
HK Securities and Futures Commission (SFC).
WAM Asia-2018/08
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