Viewpoints by Geoffrey Kelley, CFA, at Manulife Investment Management
Based in Boston, Geoff is responsible for designing, delivering, and managing bespoke cross-asset class investment solutions, including pension and retirement solutions, risk management- and outcome-oriented solutions, and multimanager portfolios, including public and private assets.
Geoff joined the firm from State Street Global Advisors, where he was global head of research for the firm’s investment solutions group. Prior to that, he spent over 14 years at Putnam Investments as a managing director and portfolio manager. Geoff holds the Certified Financial Analyst designation.
Education: B.A., Washington State University; M.B.A., Duke University
Joined the company: 2018
Began career: 1994
Five factors influencing the effectiveness of a 60/40 portfolio
We take a look at 5 macroeconomic factors that may influence the effectiveness of a 60/40 investing approach.Read more
Market downturns can help target-date investors grow their retirement savings
Periods of market downturns are stressful for all investors; however, historical data shows that participants are often rewarded through higher long-term returns. Encouragingly, even participants retiring as markets enter a downturn have an opportunity to recoup losses.Read more