Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

4 Ways to Build Stronger Relationships with your Donors

July 13, 2016 | Investment Themes

How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships...

Markets & Economy » Update on Brexit: Theresa May Set to Become Prime Minister

July 13, 2016 | International Markets

New Prime Minister Theresa May will have to balance domestic political considerations with questions about the international status as the government develops a plan for potentially moving beyond the UK's recent shared experience with Europe.

Second Quarter 2016 International Perspective

July 13, 2016 | International Markets

Compared to the market gyrations at the outset of 2016, global financial markets were relatively sanguine for most of the second quarter. April and May saw a continuation of risk-on sentiment, and global equity markets followed a measure of economic surprises in some of the world's largest economies to their highest point this year.

Markets & Economy » Monthly Market Update - June

July 06, 2016 | Market Commentary

The Brexit surprised markets in June. Research Communication Strategist, Tom Patterson shares Manning & Napier's outlook for Europe and other economic news in the latest Monthly Market Update video.

July 2016 Perspective

July 06, 2016 | Market Commentary

The nonfarm payroll report released at the beginning of June showed that the economy created only a paltry 38,000 jobs in May, well below the 178,000 average for the first four months of the year. The unemployment rate fell to 4.7% from 5.0%, but only due to a significant drop in the size of the labor force.

Webinar: From Complacency to Volatility

July 01, 2016 | Market Commentary

While the markets appear to have settled, the risk for volatility remains. Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss our outlook moving forward, the importance of avoiding complacency, and how you can plan to capitalize on volatility.

Vantage » Checking in on the Consumer

June 30, 2016 | Active Management

The U.S. consumer is widely known to be the major contributor to domestic economic activity. In fact, the American consumer’s share of the U.S. economy (over 68%) ranks among the highest in the world.

July 2016 YourShare

June 29, 2016 | Market Commentary

There continues to be mixed economic data coming out of the U.S. For example, while manufacturing survey data remain soft and the jobs report released at the beginning of May came in below consensus forecasts, retail sales have been relatively strong and the growth in new home sales has been stellar.

Markets & Economy » Britons Vote in Favor of Brexit

June 24, 2016 | International Markets

Following a referendum held yesterday, citizens of the United Kingdom have chosen to leave the European Union. Find out what the Brexit means for investments in our new post.

George Marron

George Marron

Senior Wealth Management Consultant

Three Essential Components of a Family Wealth Succession Plan

June 23, 2016 | Wealth Management

Preparing for a successful wealth transfer should not only incorporate a plan for what will happen to the wealth, but also for who will acquire and, ultimately, manage the wealth. Learn more about the three essential elements of family wealth succession planning we believe can help set the next generations up for success.

Webinar: 5 Habits of Successful Endowments & Foundations

June 20, 2016 | Investment Themes

James Ebenhoch, Endowment & Foundation Consultant, and Nicholas Cintineo, Senior Investment Consultant, discuss the habits and norms that we’ve seen shared across many successful Endowments and Foundations, and explain how they might be of particular relevance today.

Ebrahim Busheri

Ebrahim Busheri

Director of Research

Remaining Active Through Uncertainty

June 17, 2016 | Active Management

As we head into the second half of 2016, we provide our view of what to expect in global financial markets, and highlight how active management may help navigate the current market environment as long-term investors work to reach their investment objectives.

Vantage » Country in Focus: Argentina

June 13, 2016 | Emerging Markets

Argentina is a country with plentiful natural resources, a well-educated labor force, and some of the highest income levels in Latin America. It has a rich, diverse culture and heritage, as well as a very turbulent past. Argentina’s story essentially centers on the questions of ‘what’ and ‘why.’ The former is less contentious, while the latter remains quite vexing.

Markets & Economy » Monthly Market Update - May

June 08, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier’s outlook on the latest economic news, including Japan’s stimulus options, Brazil’s impeachment proceedings, and the possibility of another federal funds rate hike in the U.S.

Unlocking Income: Using a BDIA to Optimize Cash

June 07, 2016 | Fixed Income

Recent regulatory changes have made it challenging for organizations to generate income on excess cash to help meet their goals. Learn more about an alternative cash management solution and how organizations can maximize its benefits in our new post, Unlocking Income: Using a BDIA to Optimize Cash.

June 2016 Perspective

June 03, 2016 | Market Commentary

There continues to be mixed economic data coming out of the U.S. For example, while manufacturing survey data remain soft and the jobs report released at the beginning of May came in below consensus forecasts, retail sales have been relatively strong and the growth in new home sales has been stellar.

Markets & Economy » Digital Trends Driving Opportunity

June 02, 2016 | Investment Themes

As consumers spend more time online, we expect to see a commensurate shift in advertising and retail sales dollars away from traditional forms towards the internet. Learn about how we are capitalizing on these long-term trends in our new blog post, Digital Trends Driving Opportunity.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

A Knowledgeable Board & Staff is Key to Success

May 25, 2016 | Wealth Management

What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success...

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 10: Best Practices in a New Regulatory Environment

May 20, 2016 | Retirement Plans

A new wave of 401(k) litigation and the Department of Labor’s (DOL) impending conflict of interest regulations has the retirement industry aflutter. With so much activity in the realm of “fiduciary best practices,” it is difficult to keep track of what has changed and what has remained the same.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 10: DOL Encourages Participant Education

May 20, 2016 | Retirement Plans

The widely anticipated final fiduciary rule from the Department of Labor (DOL) is here. As expected, the rule broadly expands the definition of fiduciary investment advice but provides welcome flexibility for providing general education materials to participants without triggering fiduciary liability.