John Hancock Investments – (DCIO)

Firm Profile

John Hancock Investments provides asset management services to individuals and institutions through a unique manager-of-managers approach. We search the world to find proven portfolio management teams with specialized expertise for every fund we offer, then apply vigorous investment oversight to ensure they continue to meet our uncompromising standards. Our approach to investing has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes.

KEY CONTACTS
Aaron Esker, (617) 663-4281 aesker@jhancock.com

WEBSITE
www.JHInvestments.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million), Mid ($10-$100 million), Large ($100 – $250 million), Mega (>$250 million)

TOTAL AUM ($MM)
As of 6/30/15: $80,000MM
As of 12/31/14: $75,500MM
As of 12/31/13: $61,000MM

TOTAL DCIO ASSETS ($MM)
As of 6/30/15: $10,000MM
As of 12/31/14: $9,000MM
As of 12/31/13: $8,060MM

ASSET ALLOCATION FUNDS
• John Hancock Lifestyle Portfolios (Target Risk)
• John Hancock Retirement Living Portfolios (Target Date, Through Glide Path)
• John Hancock Retirement Choices Portfolios (Target Date, To Glide Path)
• John Hancock Alternative Asset Allocation Fund

TOP 5 FUNDS BY DC ASSETS
1. John Hancock Disciplined Value Mid Cap Fund: $4B
2. John Hancock Disciplined Value Fund: $3B
3. John Hancock Lifestyle Portfolios: $800MM
4. John Hancock Global Absolute Return Strategy: $500MM
5. John Hancock Income Fund: $400MM

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors and institutional, investment committee meetings

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 7/68