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Partnerships Have Improved John Hancock

The firm's stewardship profile has been on the rise.

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Morningstar recently issued a new Stewardship Grade for John Hancock. The firm's overall grade--which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history--is a C. What follows is Morningstar's analysis of the firm's corporate culture, for which John Hancock receives a B. This text, as well as analytical text on the other four Stewardship Grade criteria, is available to subscribers of Morningstar's software for advisors and institutions: Morningstar Advisor Workstation(SM), Morningstar Office(SM), and Morningstar Direct(SM).

John Hancock outsources its fund management to subadvisors, and this business model steers its corporate culture toward partnerships with industry-leading management. As such, the firm’s culture exceeds the industry standard for its focus on fundholders.

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Laura Pavlenko Lutton does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.