Viewpoints by Eric Menzer, CFA, CAIA, AIF , at Manulife Investment Management
Eric’s responsibilities include portfolio management and oversight of pension, outsourced chief investment officer (OCIO), model, and real asset solutions. He’s also a member of the investment committees for Manulife’s U.S. and Canadian employee defined benefit and defined contribution plans.
Previously, Eric was director of trading for John Hancock Financial Network, a retail broker-dealer for Manulife Financial. In that role, he was responsible for managing a team of traders and brokerage representatives trading equity, fixed-income, options and mutual fund transactions for John Hancock’s U.S. registered representative sales force.
Eric holds the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Accredited Investment Fiduciary designations, and is a member of the CFA Society Boston and the CFA Institute.
Education: B.Sc., Finance, Northeastern University; M.B.A., Bentley University
Joined the company: 2006
Began career: 1997
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Diversified private real assets: real diversification with the potential for sustainable outcomes
An allocation to private real assets can provide a diversification benefit, help hedge against inflation, and put a portfolio on the path toward sustainability objectives.
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Real assets: don’t let current conditions undermine your long-term success
Making asset allocation changes during a market downturn isn’t necessarily an easy feat. When it comes to allocating to private real assets, we believe there are three main reasons why investors shouldn’t wait: diversification, capital protection, and what we call unsung tailwinds.
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Short-term lessons for long-term success: four common pitfalls in volatile markets
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Real assets can offer an income alternative to low bond yields
Low bond yields got you down? Learn more about the pivotal role private real assets can play in creating a robust investment income stream that’s built to last.
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