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John Hancock Investment Management Arms its Sales Team with YCharts


YCharts will provide John Hancock Investment Management’s sales team with data and tools for showcasing performance, illustrating investment ideas, and streamlining client communications.

John Hancock Investment Management, a company of Manulife Investment Management, one of the industry’s leading providers of multimanaged investment solutions, announced today that it has entered into an agreement to outfit the company’s sales division with YCharts, a cloud-based investment research and analysis platform.

With YCharts’ mobile-friendly offering, John Hancock Investment Management’s sales team will be able to keep abreast of market and fund flow movements; deliver timely market research and analysis; highlight model portfolio solutions; and objectively address challenges that may arise during meetings.

Jeffrey Duckworth, president of retail distribution at John Hancock Investment Management, commented, “We’ve been extremely impressed with YCharts, from both a product and customer support standpoint. By providing our sales team with a cutting-edge investment research platform, we’re helping them quickly and clearly communicate complex investment ideas—and deliver more value—to our clients.”

“We’re thrilled to have been selected by a market leader like John Hancock Investment Management, a company with over $150 billion in assets under management, to help its team achieve its goals,” said Sean Brown, president and CEO at YCharts. “This new relationship is further validation for us of our focused strategy to provide clients with the powerful tools and high-touch customer service they seek to support their efforts to win in the market.”

For YCharts, this announcement comes shortly after the news of its partnership with WealthManagement.com in April 2019, as well as the October 2018 launch of its Model Portfolios tool, which has since been used to create more than 11,000 model investment strategies.

About YCharts

YCharts is an investment research platform that enables smarter investments, serving a client base of more than 4,000 professional advisors, RIAs, financial planners, and asset managers that oversee more than $500 billion in assets under management. The platform’s comprehensive data, powerful visualization tools, and advanced analytics have enabled YCharts to become the market’s go-to financial research platform, serving as a one-stop shop for equity, mutual fund, and ETF data and analysis. Industry professionals use YCharts for security research, portfolio construction, idea generation, and market monitoring. Through enhanced client communications and simplification of often complex financial topics using visuals, YCharts helps professional investors and advisors easily demonstrate their value to clients and prospects. For more information, visit ycharts.com, contact sales@ycharts.com, or follow us on Twitter at @ycharts.

About John Hancock Investment Management

John Hancock has helped individuals and institutions build and protect wealth since 1862. Today, we're one of the strongest and most-recognized financial brands. John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests of our shareholders. Our approach to asset management has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes.

About Manulife Investment Management

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than 150 years of financial stewardship to partner with clients across our institutional, retail, and retirement businesses globally. Our specialist approach to money management includes the highly differentiated strategies of our fixed-income, specialized equity, multi-asset solutions, and private markets teams¹—along with access to specialized, unaffiliated asset managers from around the world through our multimanager model. Our personalized, data-driven approach to retirement is focused on delivering financial wellness in retirement plans of all sizes to help plan participants and members retire with dignity.

Headquartered in Toronto, we operate as Manulife Investment Management throughout the world, with the exception of the United States, where the retail and retirement businesses operate as John Hancock Investment Management and John Hancock, respectively; and in Asia and Canada, where the retirement business operates as Manulife. Manulife Investment Management had $837 billion in assets under management and administration as of March 31, 2019². Not all offerings available in all jurisdictions. For additional information, please visit our website at manulifeinvestmentmgt.com.

1. Investment management services provided by Manulife Investment Management, John Hancock Asset Management, Hancock Natural Resource Group and Hancock Capital Investment management. John Hancock Investment Management’s multimanager approach oversees a global network of both affiliated and unaffiliated asset management firms.

2. Source: MFC financials. Global Wealth and Asset Management AUMA at March 31, 2019 was $837 billion and includes $189 billion of assets managed on behalf of other segments and $134 billion of assets under administration.

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