A Better Financial Future Starts Here
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A better financial future starts here 2020 Q1 2 Manulife Investment Management Manulife Investment Management is the global wealth Strong and asset management segment of Manulife Financial presence Corporation. We draw on more than 150 years of financial stewardship to partner with clients across worldwide our retail, institutional, and retirement businesses globally. By combining our deep expertise and experience, we offer fully-integrated solutions spanning investment funds and pensions globally. These customised multi- format solutions are developed to meet the unique needs of different client groups, ranging from retail investors to institutions and pension groups. 17 Investment and client service operations in 17 countries and territories 475+ More than 475 investment professionals worldwide1 586B More than US$586 billion in assets under management and administration (AUMA) globally2 200+ Over 200 awards received over the past 6 years3 1 Total is comprised of investment professionals of Manulife Investment Management and of Manulife-TEDA. 2 Source: MFC Statistics Information Package, Q1 2020, Manulife 3 Past performance is not an indication of future results. The awards are for information purposes only and should not be construed as an endorsement of Manulife Investment Management, its affiliates or its products. Manulife Investment Management 3 A diverse portfolio of complementary businesses We partner with institutions, financial advisors, and retirement Our three plan sponsors to help investors pursue their long-term financial goals by understanding and managing risks and by helping them complementary make the most of the investment possibilities around them. business lines Retail make us one of Leveraging our asset management expertise and a managed architecture platform, we work with the largest money financial advisors and other intermediaries to help their clients pursue life’s most important managers in financial goals, from saving for college and wealth accumulation to decumulation in retirement. the world4 Institutional We partner with clients to pursue a variety of investment goals, from risk management and liability matching strategies to highly differentiated private markets strategies. Retirement We are a major player in the pension business in Canada, the US, Hong Kong and Indonesia where we have a strong track record in generating solid asset growth and earnings. Our consultative approach and innovative plan design are based on decades of experience working with large and small retirement plans globally. • Broad product mix across group and individual pensions • Strong partnership ties with governments and industry in shaping retirement and pension policies • Objective-based asset allocation solutions backed by strong investment capabilities 4 Source: Investment & Pensions Europe (IPE), 2019 4 Manulife Investment Management United States No.1 in Small & Mid Case Defined Contribution (DC) Plans, by plans5 Canada No.26 in Group Plans, by AUMA Hong Kong No.1 Mandatory Provident Fund (MPF) provider7 Indonesia No.2 Defined Contribution (DC) Plans, by AUMA8 5 Source: Small & Mid Size market includes all plans with less than US$50 million in assets; Source (by plans and sales): LIMRA 401k Scorecard Q1 2019; Source (by AUMA): Plan Sponsor Magazine Recordkeeper Survey, data as of 31 December 2018. 6 Source: LIMRA, data as of Q1 2019. 7 Source: Table on p.5 of Mercer MPF Market Shares Report as of 31 March 2020. 8 Source: DPLK Association; Market rank by sales or cash flows is unavailable. Manulife Investment Management 5 Deep-rooted Accessing to a wealth of experience Our parent company, Manulife Financial Corporation insurance culture (the Group), is a leading global financial services group, with a rich heritage and investment track record that dates back to the 1800s. The Group manages C$1.2 trillion (US$846 billion) in AUMA globally (as of 31 March 2020), with principal operations in Asia, Canada and the US. This strong parentage enables Manulife Investment Management to benefit from the 130 years heritage of prudent risk management. It is this commitment in preserving our clients’ wealth that makes us a trusted partner of many across the world. 6 Manulife Investment Management Manulife Investment Management 7 Our unparalleled regional presence means… Representing more than 120 years of operations in Asia, We understand Manulife Investment Management has over 170 on-the- ground professionals in 10 markets across the region. Asia and offer These professionals form part of a wider network of more than 475 investment professionals located around strong local the world, conducting propriety research to provide our clients with unique local insights. insights 161 120 United States Canada 170 24 Asia (ex-Japan) Europe 12 Japan 8 Manulife Investment Management 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. North Asia China, Hong Kong, Japan, Taiwan Southeast Asia Indonesia, Malaysia, Philippines, Singapore, Thailand, Vietnam Manulife Investment Management 9 Our proven investment philosophy means… Our team-focused investment philosophy combines local-level expertise You get results 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 1 Alpha-focused active 1 Driven by in-house management sector expertise 2 Differentiated investment 2 Broad access to private process with intrinsic market strategies value orientation 3 Fully-integrated operational 3 Proprietary fundamental platforms in real research supported by asset strategies global intellectual capital in macroeconomics and analytical resources 10 Manulife Investment Management Public asset capabilities Equities Fixed income Multi assets 1 Strong Asian footprint of over 1 Long track record of expertise 1 Offer diversied exposure across 75 experts across 10 markets underpinned by fundamental a variety of asset classes and research-driven markets globally 2 Extensive proprietary research investment approach network to identify 2 Dynamic asset allocation strategy unique opportunities 2 Well-resourced Asian team of over maximises risk-return potential 50 experts across 10 markets 3 Focus on delivering alpha via a 3 Focus on downside risk proprietary investment process, 3 Strong and robust risk through rigorous in-house supported by rigorous fundamental management process risk management process bottom-up research • Global Multi-Sector • Global Equity • US Core and Core Plus • US Core Value Equity • Canadian Fixed Income • Canadian Value Equity • Asia (ex-Japan) Fixed Income • Asian Equity • Japan Fixed Income • EAFE Equity • Emerging Market Debt • Emerging Market Equity Manulife Investment Management 11 Our deep private asset capabilities Private asset mean… capabilities A greater opportunity 30+ 25+ set for you years of experience of years of experience of Timber Agriculture We are the world’s largest manager We are the global owner of farmland of timberland investments for private for institutional investors. equity investors9. Our farmland capabilities include Our active and disciplined investment providing investment management, encompasses acquisitions, portfolio property management oversight, management and dispositions. and direct operating client asset management. + + 35 10 20 years of experience of years of experience of Infrastructure Private equity & equity private credit We have significant market presence, We boast a long-tenured team with deep networks and long standing deep industry knowledge leveraging relationships, which enable a wide a disciplined sourcing, pricing and range of opportunities to source monitoring process. deals in competitive markets. 9 Source: www.htrg.com 10 Experience in North American Corporate Finance 11 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. Data as of 31 March 2020. 12 Manulife Financial Corporation as of 31 March 2020. AUM information, on a fair value basis, represents real estate equity and debt, infrastructure, private equity and credit, private placements, oil and gas, timber and agriculture assets managed by Manulife IM on behalf of the Manulife General Account, US$20B for external clients, and US$323M of unfunded committed capital of Manulife Investment Management Private Markets (US) LLC. The methodologies used to compile the total assets under management are subject to change and may not reflect regulatory AUM as reported on certain affiliates’ Form ADV. 12 Manulife Investment Management 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 markets11, managing over US$103 billion of AUM12. This means you can tap into a diverse group of assets that allows the potential for strong risk-adjusted returns. 90+ years of experience of Real estate equity Our fully-integrated real