Portfolio Management

Partner with us and our strategic sub-advisor partnerships and the doors open to a full range of investment solutions across asset classes and geographies – fixed income, equities, asset allocation, specialty mandates and alternative strategies – along with a variety of investment styles.

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Manulife Investment Management

The Manulife Investment Management team includes more than 450 investment professionals managing a full spectrum of asset classes with a range of style perspectives. Located around the world, the group is well positioned to gain superior insight into markets at local and international levels.

Canadian Fixed Income Team

Led by: Terry Carr. Headquartered in Toronto, with a member also situated in Montreal, Manulife Investment Management’s 12-person strong Canadian Fixed Income Team is led by Terry Carr, Chief Investment Officer of Canadian Fixed Income. The team is responsible for managing over $30 billion¹ in assets.

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Fundamental Equity Team

Led by: Patrick Blais. Located in Toronto and Montreal, The Manulife Fundamental Equity Team averages over 10 years of experience and has more than $6.9 billion² in retail and institutional assets under management.

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Global Equity Team

Led by: Paul Boyne. Located in Boston, the Manulife Global Equity Team averages over 18 years of investment experience and has over $7.1 billion² in retail and institutional assets under management.

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Global Multi-Sector Fixed Income Team

Led by: Daniel Janis. The Manulife Global Multi-Sector Fixed Income Team has an average 30 years of experience managing portfolios for retail investors, with portfolio managers located in Boston, Hong Kong and London.

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Manulife Asset Allocation Team

Led by: Nathan Thooft. The Manulife Asset Allocation Team manage over CAD $145 billion² in the U.S., Canada and Asia. The team has an extensive intellectual capital base that spans the world, from Toronto to Boston to Hong Kong.

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U.S. Core Value Equity Team

Led by: Sandy Sanders. Based in Boston, MA, the Manulife U.S. Core Value Equity Team, a boutique investment team within Manulife Investment Management, has been utilizing their proprietary seven step investment process for over 17 years.

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Value Equity Team

Led by: Alan Wicks. Located in Toronto, the Manulife Value Equity Team averages over 17 years of investment experience and oversees more than $22 billion³ in assets under management.

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Portfolio Managers and Investment Professionals


Mawer Investment Management Ltd. Logo

Mawer Investment Management Ltd. 

Headquartered in Calgary, Alberta, Mawer has been managing portfolios for individual and institutional investors for more than three decades. Mawer is an independent, privately owned company and because investment management is their only business, they are able to focus on their primary objective: to preserve and create wealth for their clients.

The Firm employs a disciplined, research-driven process and long-term view in the management of portfolios. Value-added returns are achieved through prudent security selection and portfolio mix based on fundamental analysis of securities.

The investment management team offers investment expertise across all asset classes. Strong relative returns are achieved through a team process which blends the unique expertise and style of all investment specialists. Portfolios are managed according to the unique investment objectives and risk tolerances of their clients.

Mawer Investment Management Ltd.

Headquartered in Calgary, Alberta, Mawer Investment Management Ltd. has been managing portfolios for individual and institutional investors for more than four decades and today manages over $59.5 billion³ in assets under management.

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Portfolio Managers and Investment Professionals


Pictet Asset Management

Pictet Asset Management is an independent multi-boutique asset manager based in Geneva, Switzerland. With more than 300 dedicated investment Professionals, Pictet Asset Management oversees a range of equity, fixed income, alternative and multi-asset products and are renowned leaders in thematic investing.

Pictet Thematic Equities Team

Located in Geneva, Switzerland, the Pictet Thematic Equities Team is a pioneer in thematic equities, having started over 20 years ago, they are now responsible for over CAD$56 billion in assets under management⁴ with a team of over 35 investment professionals.

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Pictet International Equities team

A part of Pictet Asset Management (Pictet), the Pictet International Equities Team is located in London, United Kingdom. Responsible for managing over CAD $6.3 billion in assets⁵ with a team consisting of 2 portfolio managers who are supported by a dedicated product specialist and 8 research analysts. Collectively, the broad team has an average of 17 years of industry experience.

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Portfolio Managers and Investment Professionals


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Dimensional Fund Advisors

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional works to implement compelling ideas in finance for the benefit of clients.

Portfolio Managers and Investment Professionals


Brookfield Investment Management Inc. logo

Brookfield Asset Management Inc. 

Brookfield Asset Management is a global alternative asset manager with over $365 billion in assets under management (as of March 31, 2019). Brookfield has over a 100-year history of owning and operating assets with a focus on property, renewable power, infrastructure and private equity. The company offers a range of public and private investment products and services. Brookfield’s public market activities are conducted by Brookfield Public Securities Group.

Portfolio Managers and Investment Professionals


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Aberdeen Standard Investments

Aberdeen Standard Investment is a leading asset manager with an expanding global reach. Their wide range of investment solutions is backed by their distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence.

Portfolio Managers and Investment Professionals

1 As of September 30, 2018 CAD.

2 As of December 31, 2018 CAD.

3 As of June 30, 2019.

4 As at March 31, 2018.

5 As at May 31, 2018.