Viewpoints by Geoffrey Kelley, CFA, at Manulife Investment Management

As senior portfolio manager and global head of systematic equity solutions within Manulife Investment Management, Geoff is responsible for the team’s investment processes and portfolio management activities related to systematic active and passive equity strategies. This includes the management of the firm’s active factor-based equity exchange-traded funds, collective investment trusts, and other investment vehicles available as stand-alone investments or used as building blocks within some of the firm’s multi-asset class target-date, target-risk, managed volatility, and income strategies.

Prior to joining the firm, Geoff spent 5 years at State Street Global Advisors (SSGA) managing the research team as well as developing bespoke client solutions within SSGA’s investment solutions group. In these roles, he promoted factor-based asset allocation strategies across a wide variety of multi-asset class solutions, most notably within the target-date space. In addition, Geoff spent over 14 years at Putnam Investments as a portfolio manager, where he was responsible for developing, evolving, and implementing factor-based optimized strategies that were an integral part of the investment process. Geoff holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

Education: M.B.A., Duke University; B.A., Washington State University

Joined the company: 2018

Began career: 1994