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Manulife Financial Corporation launches "game-changer" goals-based investing

Fasken
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Manulife Financial

Manulife Financial Corporation, a leading international financial services group, has announced the launch of an innovative goals-based investment management tool powered by advanced data analytics and a liability-driven investing strategy aimed at making Canadians' decisions easier as they look to retirement. Manulife Goals-Based Investing (“GBI”) is a unique program that uses variables such as age, income, health factors and postal code to help customers get a clearer picture of the income they may need at retirement. The GBI program also includes a built-in investment solution designed to help clients with their retirement income goals. It is the first financial institution to offer Liability-Driven Investment for Canadian retail market . The GBI program tool is for educational and illustrative purposes only and will be available through Manulife Securities Advisors starting October 1. Projected expenses and income illustrated by the GBI Program tool are estimates and not guaranteed and should not be construed as a contractual undertaking. Fasken advised Manulife Financial Corporation with a team that included Anil Aggarwal (Investment Management) and Munier Saloojee (Investment Management).

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