Manulife Investment Management (North America) Limited
Firm details
- Headquarters
- Toronto On,
- CRD number
- 125142
- Registered since
- March 20, 2003
- Website
- www.manulifeim.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Manulife Investment Management (North America) Limited is a corporation focused on institutional portfolio management. The firm is SEC-registered (since 2003) and reports ownership that includes a foreign entity alongside individual ownership. Its client base is institutional and its advisory work centers on managing investment portfolios for businesses and other institutional clients. The firm charges fees as a percentage of assets under management and identifies as an active ESG investor. It also conducts business activities consistent with a commodity pool operator/commodity trading advisor (CPO/CTA). Regulatory and market roles listed for the firm include affiliations with broker-dealers, trust companies, insurance companies, banks or thrifts, and activities as a sponsor or manager of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds48%
- Exchange Traded Equities43%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2Mamta Sethi
Chief Information OfficerCRD 7844077

Christopher Walker
Chief Compliance OfficerCRD 4302554
Contacts
3 of 3Amirali Assef
Global Head of Investment RiskCRD 7962017

James Bogle
AVPCRD 7344902
Rebecca Hayes
Senior CounselCRD 7523574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto On, null
Location
Toronto On, null
Headquartered in Toronto On, null.
- Address
- 200 Bloor St E
- Office locations
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