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Viewpoints by Ryan W. Wellman, CFA, Product Manager at John Hancock Investment Management

Ryan is an ETF product manager at John Hancock Investment Management. Prior to joining the firm in 2018, he spent most of his career in product management and development roles at several asset management firms. At Janus Henderson Investors, Ryan was a product specialist on the firm’s equity and liquid alternative strategies. He also held various roles at the Harvard Management Company, where he focused on credit and interest-rate derivatives. Ryan earned a B.A. in Economics from Stonehill College and holds the Chartered Financial Analyst designation.

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U.S. equities

What do ETF investors really get with equal-weight investing strategies?

Equal-weight investing strategies for investing in stocks are often promoted as “smart beta” and a way to diversify, but is that really the case?

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management

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December 12, 2019

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management
Are dividend growth ETFs just quality ETFs by another name?

Dividend growth ETFs may simply push investors into companies that score higher on the quality factor.

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management

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November 18, 2019

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management
Momentum investing: fad or bona fide factor?

Momentum strategies have gained favor with some investors in recent years, but the question remains whether stock price changes alone represent a meaningful factor that’s a sound basis for investment.

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management

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September 26, 2019

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management
A multifactor ETF investing approach for mid-cap stocks

A multifactor investing approach in an ETF structure may make sense for mid-cap stocks due to their unique characteristics, opportunities, and challenges.

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management

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September 19, 2019

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management
What to do when momentum investing stalls—and changes its stripes

Momentum investing shows shortfalls in single-factor strategies. What’s worked on the way up hasn’t always worked on the way down. Find out why—and what to do now.

Matthew D. Miskin, CFA, Co-Chief Investment Strategist John Hancock Investment Management

Emily R. Roland, CIMA, Co-Chief Investment Strategist John Hancock Investment Management

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management

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March 21, 2019

Matthew D. Miskin, CFA, Co-Chief Investment Strategist John Hancock Investment Management

Emily R. Roland, CIMA, Co-Chief Investment Strategist John Hancock Investment Management

Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management

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John Hancock Investment Management LLC is the investment advisor for the closed-end funds.

A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment.

Mutual funds

Member FINRA | SIPC, 200 Berkeley Street, Boston, MA 02116

Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

Some information may not be approved by certain organizations. Please check with your organization before using this information.

ETFs

John Hancock ETFs are distributed by Foreside Fund Services LLC in the United States, and are subadvised by Dimensional Fund Advisors LP in all markets. Foreside is not affiliated with John Hancock Investment Management Distributors LLC or Dimensional Fund Advisors LP.

ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

529

If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2021 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date.

John Hancock Freedom 529

P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529

529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.

Viewpoints by Ryan W. Wellman, CFA, Product Manager at John Hancock Investment Management

What do ETF investors really get with equal-weight investing strategies?

Are dividend growth ETFs just quality ETFs by another name?

Momentum investing: fad or bona fide factor?

A multifactor ETF investing approach for mid-cap stocks

What to do when momentum investing stalls—and changes its stripes

Explore the latest thinking from our network

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