COVID-19 Resource Center

How we are responding to COVID-19

Manning & Napier is committed to ensuring the health and safety of clients and employees, minimizing client disruption, and providing timely and relevant market and business updates. We’ve created this page to answer your most common questions and make it easy for you to stay up-to-date.

Please don’t hesitate to contact a Manning & Napier representative should you have any questions or concerns.

Navigating Markets

Navigating market volatility is difficult and uncomfortable, but it’s important to keep a long-term perspective. A well-defined financial plan and a disciplined approach will help you stay on track to reach your goals.

Four Things We’re Thinking About Post-Election

November 10, 2020

The markets have been waiting for certainty for months, and the last few days have finally brought some clarity. We outline how we’re thinking about the election results, vaccine trials, and more.

Read the article

The Economic Bounce: Where Are We Now?

October 23, 2020

The labor market is a vital indicator of the economy, and not only are many people still out of work, but women are being disproportionately impacted.

Read the article

Breaking Down the Run in Big Tech

September 28, 2020

Tech’s big run has only been exacerbated by the virus, and some investors are wondering if this is a bubble waiting to burst.

Read the article

View all updates on the market impacts of the Coronavirus here.

Webinar: Understanding COVID and its Controversies

September 23, 2020

Our CEO, Marc Mayer, and our Life Sciences team dissect the medical aspects of the virus, and where we believe we are likely to go.

Watch the replay

Planning Ahead

Between market volatility and the CARES Act, many are wondering how the current situation impacts their financial plan. Staying informed, knowing your options, and staying focused on your goals can help you confidently make decisions during an uncertain time.

College Planning 101 Questions & Answers with Jodi Atkin

September 18, 2020

College looks more different than ever – and there’s still a lot up in the air as your students and family members begin the application and search process.

Read the article

Mid-Year Outlook: Staying on Track in a Runaway Market

July 15, 2020

The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.

Read the outlook

CARES Act Update: IRS Releases Guidance on RMD Distributions

June 26, 2020

The IRS released further guidance on the 2020 RMD waiver. Read our update for more info, and how this might affect you.

Read the update

Webinar: One Step Ahead: Anticipating Election Outcomes, Pandemic Recovery, and More

October 21, 2020

We lay out our thinking on key issues such as the election, tech trends, and more, as well as how to proactively position your financial plan for the future.

Watch the replay

Recent Questions

The firm will remain open and our day-to-day operations will continue; however, out of precaution, we have moved to a reduced onsite workforce with the majority of our employees working remotely. Any internal meetings will be held virtually. Our staff remains accessible, and our goal is to minimize the disruption to our clients while supporting the health and safety of our communities.

You can always reach your service team via email or phone. You may also use our contact form, and we will direct your request to the appropriate person. In the event you leave a voicemail, please be assured that we are continuously monitoring our voicemail boxes and will respond to you quickly.

Yes. All account service requests such as contributions, withdrawals, address changes, etc., remain fully available to you. We ask that you provide us with as much notice as possible in order for us to meet your needs.

To support the health and safety of our communities, we are holding phone or video meetings in place of face-to-face meetings with clients & partners and are asking clients, partners, and vendors not to come into our offices at this time. If you have a meeting already scheduled and would prefer to reschedule rather than meet virtually, we would be happy to accommodate your needs once public health social distancing restrictions are lifted.

Additionally, as we have postponed several events, we have been hosting virtual webinars in order to answer your questions and provide you the information you need. Please visit our events page for a list of upcoming and on-demand webinars.

Our Research teams are working tirelessly to actively navigate this turbulent environment to deliver the investment results our clients need. For timely commentary on markets and our investment positioning, we encourage you to subscribe to receive updates or to visit the Research Library on our website.

Yes. Registering for secure online account access gives you direct access to view your portfolio's current market value, performance reports, asset allocation, holdings, and asset flow as of month, quarter, and year-end. Data is updated on the 8th of the month. Download this guide to help you complete the registration process so you can securely view your account information online.

If you're a Financial Advisor, please contact your service team or call us at (800) 551-0224 to request access to our secure site. Mutual fund shareholders can register for access to their accounts at our transfer agent site managed by BNY Mellon, Inc.

We understand that scammers have been attempting to take advantage of the uncertainty created by the COVID-19 situation. While you should expect to receive frequent communication from us during this time, we want to encourage you to remain vigilant in protecting yourself and your information. If you receive a suspicious email, phone call, or text, claiming to be from someone at Manning & Napier, we encourage you to reach out to your representative directly or to email us at so we can provide confirmation it was sent from our company or not.

For additional guidance on this subject, please visit Cybersecuriy and Infrastructure Security Agency.