FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. Introducing Portfolio Insight Presenter’s Name Presenter’s Title Presenter’s Name Presenter’s Title

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 2 Agenda The challenges we face Goal of Portfolio Insight What is it? How will it work? How will it help your clients How it can help build your business

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 3 Challenge How do we provide more transparency? How do we leverage technology to provide portfolio detail? How do we keep advisers better connected with clients?

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 4 What’s available

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 5 Goals of Portfolio Insight Position you as a key resource Create transparency Option to show portfolio detail in depth Fully customizable, easy to use and client friendly

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 6 Introducing Portfolio Insight An in depth analysis of a portfolio and its performance, including: Portfolio snapshot Economic and portfolio commentary Performance analysis Holdings analysis Hypothetical modeling Investment processes and manager information Value added marketing pieces

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 7 It’s easy to use simple to use The tool is simple to use while producing in-depth reports

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 8 Step 1: Select Funds John Hancock Funds Choose from both John Hancock Funds as well as those from other fund families

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 9 Step 2: Customize

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 10 Step 3: Personalize Download the PDF Download the PDF, or order a printed and bound copy from us

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 11

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 12 Page 2

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 13 Page 3

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 14 Page 4

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 15 Page 8

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 16

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 17 Page 10

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 18 Page 11

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 19 Page 12

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 20 Page 15

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 21 Page 16

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 22 Page 17

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 23 Page 18

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 24 Page 19

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 25 It is a tool for the market recovery Transparency is more important than ever Asset allocation and diversification still matter How Portfolio Insight can help your business

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC. 26 Important Information Disclosure