John Hancock Funds' "Portfolio Insight" Wins Platinum NOVA Award for Innovation in Customer Experience
BOSTON, Oct. 24, 2012 /PRNewswire/ -- John Hancock Funds' popular web-based application, "Portfolio Insight," won top honors at the 2012 NOVA Awards in the category of Innovation in Customer Experience. Sponsored by the National Investment Company Service Organization (NICSA) and Money Management Executive magazine, the NOVA awards celebrate leadership and outstanding achievement in mutual funds operations and marketing.
The awards were announced at the recent NICSA general meeting in Boston.
Available on the John Hancock Funds web site, www.jhfunds.com, the Portfolio Insight tool generates an in-depth analysis of a single fund or portfolio, or a side-by-side comparison of two fund portfolios. It allows financial advisers to create detailed analyses of client portfolios and to prepare high-quality, customized reports quickly and efficiently. The result is a comprehensive, transparent view of a client's holdings that can help build client confidence by advancing an understanding of their investments and asset allocation. Portfolio Insight allows advisers to analyze the entire universe of open end mutual funds, not just John Hancock funds, as well as most ETFs.
"The NOVA award is an important honor for John Hancock Funds, and our team is grateful for the recognition," said Eric Lachance, head of E-commerce. "Our goal with Portfolio Insight is to provide advisers with a tool that advances portfolio transparency and thus helps to build confidence and understanding with clients."
He added: "Portfolio Insight can include a portfolio snapshot summary along with performance analysis for each individual fund as well as the total portfolio, sector and style analysis for the entire portfolio, and information on stock overlap among all holdings. Economic and portfolio manager commentary also are available. And while an adviser can delve deep into portfolio information, it's the ease of use that really makes this tool compelling. 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 with their financial goals."
About John Hancock Funds
The Boston-based mutual fund business unit of John Hancock Financial, John Hancock Funds manages more than $73.7 billion in open-end funds, closed-end funds, private accounts, college savings and retirement plans, and related party assets for individual and institutional investors as at June 30, 2012.
About John Hancock Financial and Manulife Financial Corporation
John Hancock Financial is a unit of Manulife Financial Corporation, a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. In 2012, John Hancock celebrates 150 years of serving clients across the United States, while Manulife celebrates its 125th anniversary. Operating as Manulife Financial in Canada and in most of Asia, and primarily as John Hancock in the United States, Manulife Financial Corporation offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. Funds under management by Manulife Financial and its subsidiaries were C$514 billion (US$504 billion) as at June 30, 2012. Manulife Financial Corporation trades as 'MFC' on the TSX, NYSE and PSE, and under '945' on the SEHK. Manulife Financial can be found on the Internet at manulife.com. The John Hancock unit, through its insurance companies, comprises one of the largest life insurers in the United States. John Hancock offers a broad range of financial products and services, including life insurance, annuities, fixed products, mutual funds, 401(k) plans, long-term care insurance, college savings, and other forms of business insurance. Additional information about John Hancock may be found at johnhancock.com.
SOURCE John Hancock Funds