John Hancock Funds has developed a tool that allows financial advisers to create detailed analyses of their clients portfolios and prepare high-quality, customized reports.
The web-based tool, called Portfolio Insight, offers a comprehensive and transparent view of client mutual fund holdings that can help build confidence and understanding.
If there is one thing that weve learned from the events of the last 12 months, its that portfolio transparency is more important than ever, said Keith Hartstein, president and CEO of John Hancock Funds. Investors need to know what they own. With this tool, we are able to provide financial advisers with a critical resource that will enable them to generate client reports which provide transparency down to the individual security level.
Portfolio Insight offers a portfolio snapshot summary, performance analysis for each fund, sector and style analysis for the whole portfolio and information on any stock overlap among the holdings.
In just minutes, financial advisers can create customized reports for clients with information and insights that help differentiate them, while helping the client understand what they own and if they are on track, said Carey Foran Hoch, senior vice president and head of marketing for John Hancock Funds.
"We recognize that advisers do business with multiple fund families," Hartstein said. "Virtually all funds are available through this tool, not just our own John Hancock funds."