Closing Out 2026: Revisiting Your Active/Passive Mix
For advisors weighing active and passive ETF exposures, the discussion offers a manager’s view on portfolio construction, manager selection and tax efficiency. It also gives context on how one asset manager describes its advisor-facing consulting and service model.
Summary
By the etfs deskETF.com’s Sumit Roy speaks with Brad Feeley of Manulife John Hancock Investments about where active ETFs fit in a portfolio and where passive approaches may make more sense. The conversation covers the firm’s Investment Consulting Group, its manager-of-managers approach, and tax efficiency ahead of capital gains season. It also addresses how the firm puts financial advisors at the center of its business.
- The conversation examines where active ETFs belong in a portfolio and where passive makes more sense.
- Brad Feeley describes Manulife John Hancock Investments’ Investment Consulting Group and manager-of-managers approach.
- Tax efficiency is discussed as a priority as capital gains season approaches.
- The firm says it puts financial advisors at the center of its business.
Similar items
Same topic
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.