John Hancock Investment Arms Sales Team with YCharts

YCharts will provide John Hancock Investment Management’s sales team with data and tools for showcasing performance, illustrating investment ideas, and streamlining client communications.

John Hancock Investment Management, a company of Manulife Investment Management, one of the industry’s leading providers of multimanaged investment solutions, announced today that it has entered into an agreement to outfit the company’s sales division with YCharts, a cloud-based investment research and analysis platform.

With YCharts’ mobile-friendly offering, John Hancock Investment Management’s sales team will be able to keep abreast of market and fund flow movements; deliver timely market research and analysis; highlight model portfolio solutions; and objectively address challenges that may arise during meetings.

Jeffrey Duckworth, president of retail distribution at John Hancock Investment Management, commented, “We’ve been extremely impressed with YCharts, from both a product and customer support standpoint. By providing our sales team with a cutting-edge investment research platform, we’re helping them quickly and clearly communicate complex investment ideas—and deliver more value—to our clients.”

“We’re thrilled to have been selected by a market leader like John Hancock Investment Management, a company with over $150 billion in assets under management, to help its team achieve its goals,” said Sean Brown, president and CEO at YCharts. “This new relationship is further validation for us of our focused strategy to provide clients with the powerful tools and high-touch customer service they seek to support their efforts to win in the market.”

For YCharts, this announcement comes shortly after the news of its partnership with WealthManagement.com in April 2019, as well as the October 2018 launch of its Model Portfolios tool, which has since been used to create more than 11,000 model investment strategies.