Enhancing Alpha with Sector Investing – John Hancock Investments – 5.7.19

Summary:

Now On Demand.

With a changing market environment, we believe investors can use sectors to take a targeted approach to managing risks and enhancing returns. In this upcoming webcast, John Hancock Investments and Dimensional Fund Advisors will outline how financial advisors can incorporate sector-specific investments to best position portfolios for today’s markets.

Join us for this discussion, which will cover:

• An overview of how the evolving sector landscape may affect portfolios
• The case for a diverse, multifactor approach to sector investing
• Advisor-focused strategies for incorporating sector-specific ETFs into a diversified investment portfolio

Speakers:

Steve is responsible for growing the firm’s ETF platform by expanding distribution opportunities for our existing offerings, developing new capabilities, and overseeing the ETF lineup as a whole. Prior to joining the firm, Steve accumulated over two decades of industry experience in a variety of roles, including North America product specialist for risk-based investment solutions at Rothschild Asset Management, where he was charged with driving their strategic beta product and sales strategy. Steve also worked at F-Squared Investments as senior vice president of global strategic product and partnerships. The majority of his career was spent at Fidelity Investments, where he helped build the foundation for their ETF platform as investment product director for ETFs and index funds. Steve received a B.A. in History from Boston College.

Peter Dillard serves as Chief Data Officer and Head of Investment Analytics & Data at Dimensional. He oversees data management and governance across the firm. The Investment Analytics & Data group is responsible for performance measurement processes such as attributions and characteristics, performing ad hoc analysis and for providing centralized oversight of investment data. Additionally, Peter is the Chairman of the Index Committee.

Peter joined Dimensional’s Research group in 2006, working within and eventually leading the group’s Portfolio Management support efforts and its management of security data. Prior to that, Peter worked at the corporate headquarters of Hilton Hotels Corporation, managing the building and integration of various enterprise systems. Peter earned an MBA from the Anderson School of Business at the University of California, Los Angeles. He also holds an MFA from the University of North Carolina, Chapel Hill, and a BA from the University of Notre Dame.

Michelle is a Senior Managing Director and Head of ETF Distribution for John Hancock Investments. In this role, she is responsible for leading a team of regionally based ETF Specialists who collaborate with multiple distribution channels to deliver ETF ideas and solutions to John Hancock clients. In addition, Michelle is responsible for building and maintaining home office ETF platform and analyst relationships with John Hancock’s partner firms nationwide.

Prior to joining John Hancock Investments in 2016, she held ETF specialist and national accounts roles at PIMCO and State Street Global Advisors, respectively. She started her career at UBS Financial Services in rotational program. Michelle received a B.S. in Marketing and International Business from the Pennsylvania State University, and holds the Certified Investment Management Analyst designation.