Investing for a Changing World

Today’s changes are tomorrow’s opportunities

We constantly monitor the global investment landscape and deliver our unique perspective directly to you.

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Individual Investors

Management services for individual investors looking for Separately Managed Accounts or Mutual Funds

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Customized investment strategies for organizations, including Endowments, Foundations, Defined Benefit Plans, and Pension Plans

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Investment management services for Retirement Plan Advisors and Investment Consultants

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Investment insights to guide you through today’s financial realities


Manning & Napier's Guide to Financial Planning

We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this innaugural issue we cover a wide varitey of planning topics such as retirement planning, estate planning, investing, and so much more.

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Recent Insights

  • September 25, 2018

    Too High Too Fast

    Shares of newly IPO’d cannabis company Tilray went on a wild ride last week as the stock whipsawed between unbelievable gains and extraordinary losses. Having just IPO’d at $17 a share on July 19, the stock has been soaring since. The euphoria peaked when trading was halted on four separate …
  • September 21, 2018

    Webinar: Market Update

    Marc Bushallow, Managing Director of Fixed Income, provides an update on the economy with an emphasis on fixed income markets, and offers his insights on what investors may encounter going forward. We discuss what indicators we look for at this point in the cycle to help …
  • September 14, 2018

    What is ESG Investing?

      ESG investing—environmental, social, and governance—is becoming increasingly popular with investors. Christopher Petrosino, Managing Director of Manning & Napier’s Quantitative Strategies Group, explains why it isn’t just an investment trend and common ways ESG investing can …
  • September 12, 2018

    Four Charitable Giving Strategies Favored by Tax Reform

    The Tax Cuts and Jobs Act has had sweeping impacts for many US entities, and the not-for-profit sector is no exception. Tax reform doubled the standard deduction for individuals and married couples filing jointly. Consequently, fewer people will choose to itemize deductions, opting for the higher …