Manulife to introduce goals-based investing program

September 26, 2018 | Last updated on September 26, 2018
1 min read
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Manulife is launching a goals-based investing program that uses data analytics and a liability-driven investment strategy.

Manulife Goals-Based Investing (GBI) uses variables such as age, income, health factors and postal code to assess income needed at retirement, says a release. The program also includes liability-driven investing (LDI), a strategy that matches future income need with a corresponding income payment.

The program will be offered through GBI mutual funds.

“Through simple questions, advisors will be able to provide an actionable retirement plan that’s personalized to a client’s unique needs,” said Bernard Letendre, head of Wealth and Asset Management, Manulife Canada, in the release.

Manulife GBI will be available on Oct. 1.

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