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Our Commitment to Advisors

As a committed partner for more than 20 years, we strive to provide ongoing resources and expertise to advisors. Our priority, above all, is helping advisors manage real-world risks and meet the needs of their clients. Through our broad array of thought leadership, practice management tools, and ultimately, our investment products, we are able to find solutions that best fit your practice.

Resources for Financial Advisors

We understand how important it is for you to actively monitor the environment and deliver solutions that address the real-world problems investors are facing. Learn more about our truly active investment approach, and access useful tools and resources on topics that matter most to you and your clients.

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Plan Advisors

In a retirement landscape that is full of new challenges, your clients rely on your expertise as the environment changes. Learn more about the tools and resources we offer to take a proactive approach to retirement.

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Insights for Financial Professionals

May 26, 2015

Converge, Volume 6: Bridging the Demographic Disconnect

A generational shift is underway. This year, Millennials will overtake Baby Boomers as the nation’s largest living generation. As the boomer generation moves further into traditional retirement years, evolving employee expectations are altering the benefits landscape more significantly than at any other time in recent history.

May 21, 2015

Active Management in the Current Market Environment

Evaluating performance of active equity managers versus market indices since the start of the current bull market (03/01/2009) or even the start of the last market downturn (11/01/2007) leads to a relatively unfavorable conclusion for active managers.

May 20, 2015

Evaluating Valuations: An Environment of Elevated Risk for U.S. Equities

The November 2014 article titled Three Dimensions of Risk and Returns for U.S. Equities discussed our framework for minimizing the risk of sustained capital loss, a key tenet of the investment process at Manning & Napier. The indicators that are used to analyze this risk from a top-down perspective are grouped into three families: economic, valuation, and liquidity/sentiment.

May 14, 2015

Redefining Outcomes-based Investing

With assets continuing to flow into target date funds (TDFs) and a growing number of distinct glide path designs to choose from, it has become imperative that plan fiduciaries have an effective TDF evaluation program in place.

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