One insurer recently announced changes to the investment teams, which reflects its acquisition by Manulife back in January.
One insurer recently announced changes to the investment teams, which reflects its acquisition by Manulife back in January.
Standard Life Mutual Funds and Manulife Asset Management Accord (2015) recently announced changes to the investment teams affecting certain Standard Life mutual funds, which include corporate class funds).
On January 30, the Canadian operations of Standard Life (including Standard Life mutual funds and its mutual fund family) were acquired by Manulife. As a result of the acquisition, Standard Life Investments was renamed “Manulife Asset Management Accord (2015)” and became a part of Manulife Asset Management (MAM).
While the investment objectives and guidelines of these funds are not affected, the personnel changes and responsibilities include:
Terry Carr, head of MAM’s Canadian fixed income team, will now oversee the extended Canadian fixed income team. As such, he and his team will be responsible for the management of funds that include Standard Life Canadian bond fund, Standard Life Canadian bond class, Standard Life short term bond fund and Standard Life tactical bond fund. The team will also be responsible for management of the fixed income portion of various balanced funds including Standard Life balanced fund. Carr’s team consists of 10 portfolio managers and four analysts, and manages a wide range of fixed income strategies.
Manulife Asset Management (US) and Manulife Asset Management (Hong Kong) have been appointed as sub-advisers for the Standard Life Global Bond Fund. Daniel Janis and Thomas Goggins of Manulife Asset Management (US) and Kisoo Park of Manulife Asset Management (Hong Kong) will assume the management of Standard Life global bond fund.
Edward (Ted) Whitehead, Senior Portfolio Manager and lead of the MAM Canadian small cap equity team and Luciano Orengo, portfolio manager, will now assume the additional responsibility of managing Standard Life Canadian small cap fund and Standard Life Canadian small cap class.
Steve Belisle and Marie-Eve Savard, both Portfolio Managers with MAM, will from this point co-manage funds that include Standard Life Canadian dividend growth fund, Standard Life Canadian dividend growth class, Standard Life dividend income fund, Standard Life dividend income class as well as the equity portion of Standard Life tactical income fund.
Monika Skiba, senior portfolio manager, MAM, and head of the Canadian fundamental equity team, will now chair the Canadian asset mix committee comprised of Susan Da Sie, Terry Carr and Glen Martin. Martin will be responsible for the implementation of asset mix decisions made by the committee on funds that include Standard Life balanced Fund, standard life diversified income fund, Standard Life Monthly income fund, Standard Life monthly income class and Standard Life tactical income fund.
Manulife Asset Management (US) has been appointed as sub-adviser to the portrait portfolio funds. Glen Martin, senior portfolio manager, portfolio solutions group, MAM, will assume management of asset allocation for the portrait portfolios and he will be joined by Robert Boyda and Steven E. Medina of Manulife asset management (US) while Cordell Tanny continues to be responsible for fund selection and due diligence for these portfolios.
The portrait portfolios comprise the following funds: Standard Life conservative portfolio, Standard Life moderate portfolio, Standard Life growth portfolio, Standard Life dividend growth & income portfolio, Standard Life aggressive portfolio, Standard Life global portfolio, Standard Life conservative portfolio class, Standard Life moderate portfolio class, Standard Life growth portfolio class, Standard Life dividend growth & income portfolio class, Standard Life aggressive portfolio class and Standard Life global portfolio class.
Standard Life Mutual Funds and Manulife Asset Management Accord (2015) recently announced changes to the investment teams affecting certain Standard Life mutual funds, which include corporate class funds).
On January 30, the Canadian operations of Standard Life (including Standard Life mutual funds and its mutual fund family) were acquired by Manulife. As a result of the acquisition, Standard Life Investments was renamed “Manulife Asset Management Accord (2015)” and became a part of Manulife Asset Management (MAM).
While the investment objectives and guidelines of these funds are not affected, the personnel changes and responsibilities include:
Terry Carr, head of MAM’s Canadian fixed income team, will now oversee the extended Canadian fixed income team. As such, he and his team will be responsible for the management of funds that include Standard Life Canadian bond fund, Standard Life Canadian bond class, Standard Life short term bond fund and Standard Life tactical bond fund. The team will also be responsible for management of the fixed income portion of various balanced funds including Standard Life balanced fund. Carr’s team consists of 10 portfolio managers and four analysts, and manages a wide range of fixed income strategies.
Manulife Asset Management (US) and Manulife Asset Management (Hong Kong) have been appointed as sub-advisers for the Standard Life Global Bond Fund. Daniel Janis and Thomas Goggins of Manulife Asset Management (US) and Kisoo Park of Manulife Asset Management (Hong Kong) will assume the management of Standard Life global bond fund.
Edward (Ted) Whitehead, Senior Portfolio Manager and lead of the MAM Canadian small cap equity team and Luciano Orengo, portfolio manager, will now assume the additional responsibility of managing Standard Life Canadian small cap fund and Standard Life Canadian small cap class.
Steve Belisle and Marie-Eve Savard, both Portfolio Managers with MAM, will from this point co-manage funds that include Standard Life Canadian dividend growth fund, Standard Life Canadian dividend growth class, Standard Life dividend income fund, Standard Life dividend income class as well as the equity portion of Standard Life tactical income fund.
Monika Skiba, senior portfolio manager, MAM, and head of the Canadian fundamental equity team, will now chair the Canadian asset mix committee comprised of Susan Da Sie, Terry Carr and Glen Martin. Martin will be responsible for the implementation of asset mix decisions made by the committee on funds that include Standard Life balanced Fund, standard life diversified income fund, Standard Life Monthly income fund, Standard Life monthly income class and Standard Life tactical income fund.
Manulife Asset Management (US) has been appointed as sub-adviser to the portrait portfolio funds. Glen Martin, senior portfolio manager, portfolio solutions group, MAM, will assume management of asset allocation for the portrait portfolios and he will be joined by Robert Boyda and Steven E. Medina of Manulife asset management (US) while Cordell Tanny continues to be responsible for fund selection and due diligence for these portfolios.
The portrait portfolios comprise the following funds: Standard Life conservative portfolio, Standard Life moderate portfolio, Standard Life growth portfolio, Standard Life dividend growth & income portfolio, Standard Life aggressive portfolio, Standard Life global portfolio, Standard Life conservative portfolio class, Standard Life moderate portfolio class, Standard Life growth portfolio class, Standard Life dividend growth & income portfolio class, Standard Life aggressive portfolio class and Standard Life global portfolio class.
