Webinar: Fiduciary Insights for Endowments & Foundations

September 30, 2016 | Investment Themes

Nicholas Cintineo, Senior Investment Consultant, discusses some of the most common questions we’ve received from endowments and foundations about fiduciary best practices, as well as provides an update on recent developments in the field.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 11: Navigating New Regulations

September 26, 2016 | Retirement Plans

As an employee benefits professional, it is difficult to avoid talk about the Department of Labor's (DOL) new Conflict of Interest Rule (also called the fiduciary rule). Much of the discussion has focused on the impact to financial professionals...

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 11: Managing Litigation Risk

September 26, 2016 | Retirement Plans

The threat of a lawsuit is scary. With a new class action filing making headlines daily, many plan fiduciaries think they could be next. Unfortunately, too many fiduciaries try to pacify litigation fears by focusing on allegedly poor plan decisions cited in the headlines.

Markets & Economy » Hillary, Donald, and Investing

September 26, 2016 | Market Commentary

The U.S. presidential election is now full steam ahead, with the first debate between the Democratic and Republican candidates happening tonight. The campaign still plays itself out across traditional media such as print and television, but increasingly the narrative of the election is being shaped seemingly hour-by-hour through social media.

Megan Henry

Megan Henry

President, Exeter Trust Company

Let your Legacy Live On With a Trusteed IRA

September 19, 2016 | Wealth Management

Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away.

BDIA FAQ: Common Questions from Municipal Treasurers

September 14, 2016 | Fixed Income

Municipal treasurers are seeing nominal returns on their deposits with banks, given recent regulations and the current low interest rate environment. Post-financial crisis regulations limit the amount of cash banks can accept therefore turning non-operating deposits into a liability.

Markets & Economy » Monthly Market Update - September

September 09, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier’s U.S. and global economic outlook, with updates on India, China, Brazil, and more.

September 2016 Perspective

September 09, 2016 | Market Commentary

The second estimate of second-quarter gross domestic product (GDP) growth was revised down slightly from a 1.2% seasonally-adjusted annual rate to 1.1%. Lower readings for government spending and housing construction were the primary drivers of the adjusted figure.

Markets & Economy » Rousseff is Ousted by the Brazilian Senate

September 07, 2016 | Market Commentary

On August 31, the Brazilian Senate voted to remove Dilma Rousseff as president following her impeachment trial. Interim President Michel Temer, who was Rousseff's vice president, will now finish out her second term, which runs through the end of 2018.

Markets & Economy » The Economic Impact of the Olympics

September 01, 2016 | Active Management

Countries that host the Olympic Games invest billions of dollars hoping to see a boom in their economy, from increased tourism spending and infrastructure updates. Some countries flourish and see a return on their investment from hosting the Olympics, while others pile on debt that can take decades to pay off.

Vantage » Country in Focus: Indonesia

August 31, 2016 | Emerging Markets

Emerging markets tend to intrigue investors and policymakers alike, if for no other reason than they are typically quite dynamic economically and politically. For investors, the changing landscape can represent a plethora of opportunities to sniff out sustainable trends early and profit from what are often dramatic swings in market expectations.

Narrowing In on the Right Approach

August 30, 2016 | Retirement Plans

This paper seeks to explore the various approaches to menu design and identify how plan demographics and participant behavior can aid in determining what may be most appropriate for a specific plan.

Vantage » Research Note - September 2016

August 29, 2016 | Market Commentary

Once again equity markets have demonstrated their ability to bounce back from a flare up in volatility. The market shock from the unexpected victory for the “Leave” camp in the United Kingdom’s referendum on membership in the European Union has faded, and the VIX is once again near multi-year lows.

Markets & Economy » The Positive Impact of Real Estate Getting a Seat at the GICS® Table

August 22, 2016 | Market Commentary

The addition of the Real Estate sector to the GICS® structure is significant because it highlights real estate’s important and growing position in today’s global economy. We explore the implications for real estate and REITs in our new blog post.

Building and Interpreting Custom Investment Benchmarks

August 22, 2016 | Active Management

From simple beginnings, the investment benchmark has become a de-facto aspect of most investment programs today. There are many types of benchmarks, but the most widely accepted version uses passive market indices as standards of performance measurement and points of comparison for various portfolio characteristics.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Comparing Traditional Cash Management Strategies

August 17, 2016 | Fixed Income

Recent regulations and the current low interest rate environment are limiting how much organizations can earn on their excess cash. A Bank Deposit Investment Account (BDIA), a customized cash management solution that can help organizations generate more income on their excess cash, may be worth considering.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Five Ways to Attract Millennial Donors

August 17, 2016 | Investment Themes

With more millennials than baby boomers, it is important to incorporate marketing tactics in your overall strategy to attract millennials to help your organization create life-long donors. We have outlined five ways your organization can adopt a millennial mindset and attract millennial donors.

Product Spotlight: Real Estate Series

August 17, 2016 | Investment Themes

Beth Mallette, Portfolio Manager and Mike Magiera, Managing Director discuss our Real Estate Series.

Shelby George

Shelby George

Senior Vice President, Advisor Services

DOL’s Fiduciary Rule Poses New Litigation Threat to IRA Advice

August 15, 2016 | Retirement Plans

The Fiduciary Rule will undoubtedly change the retirement planning landscape. Amidst the uncertainty, the advisors who will benefit are those who can focus on a process that identifies their clients’ unique needs and best interest.

Vantage » Country in Focus: European Union

August 15, 2016 | International Markets

There has been an enormous amount of ink and intellectual capital deployed in recent weeks in the wake of the United Kingdom's (UK) historic referendum decision to leave the European Union (EU).