John Hancock Investments hires subadvisors for its mutual funds and has used a manager-of-managers approach for more than 25 years (as of 2016).
John Hancock Distributors began marketing the firm's first two mutual funds, the John Hancock Signature Fund and the John Hancock Growth Fund, in 1969. In 2013, John Hancock Financialrebranded John Hancock Funds to its current name, John Hancock Investments.
Hancock is one of the most aggressive fund firms in adopting funds from other fund families.
2011: International Value Fund from Optique Capital Management.
2010: Mid-cap Value Fund from Robeco Boston Partners
2009: Fiduciary Management Associates' FMA Small Company Portfolio (reorganized into the John Hancock Small Company Fund).
2008: Rainier Growth Fund from Rainier Investment Management, Disciplined Value Fund from Robeco Asset Management.
2005: Technology Leaders Fund from Light Index Investment Co., Growth Opportunities and International Core Funds from GMO.
2004: Small Cap Fund from Independence Investment LLC.
2003: Large Cap Select Fund from Shay Asset Management.
2002: US Global Leaders Growth Fund from Yeager, Wood & Marshall, Classic Value from Pzena Investment Management.
In 2015, six years after Hancock its first ETF filings with the SEC, Hancock entered the ETF space with six strategic beta exchange-traded funds, all powered by Dimensional Fund Advisors (DFA [profile]).
Hancock's roots date to 1862, when former Massachusetts governor John Hancock founded the firm in Boston as the John Hancock Mutual Life Insurance Company. Canadian multinational Manulife Financial Corporation acquired John Hancock Financial in April 2004. The U.S. arm maintains the John Hancock brand.
In addition to mutual funds and insurance, Hancock's other business lines include a small-to-mid-market 401(k) recordkeeper (John Hancock Retirement Plan Services) and a broker-dealer and an advisor network (Signator Investors and John Hancock Financial Network, respectively) for independent financial advisors.
The John Hancock name is connected with one of the two most recognizable buildings in the Boston skyline. In 1971, chairman Gerhard Bleicken and president Frank Maher oversaw the construction of the 62-story glass John Hancock Tower, designed by architect I. M. Pei. Completed in 1976, the building immediately became a Boston landmark.
Andrew Arnott President, CEO, John Hancock Investments
Jeff Duckworth President of Retail Distribution, John Hancock Investments
Karen McCafferty Senior Vice President, Head of Marketing, John Hancock Investments
Todd Cassler President of Institutional Distribution, John Hancock Investments
Leo Zerelli Head of Investments, John Hancock Investments
Jeffrey Long Chief Financial Officer, John Hancock Investments
John Hatch Head of Operations, John Hancock Investments
Brad Douglas Assistant Vice President, Human Resources, John Hancock Financial Services
Charles Rizzo Chief Financial Officer of Mutual Fund Trusts, John Hancock Investments
Michael Mahoney Chief Compliance Officer , John Hancock Funds
John Danello Vice President & Chief Legal Counsel, John Hancock Investments
Frank Knox Chief Compliance Officer, John Hancock Financial Services
Steven Dorval Head of Innovation and Digital Advice, John Hancock Financial Services