Truly Active Investment Management

You need a partner as active as you are. Our independent perspective, time-tested investment approach, and depth of experience allow us to pursue each day with an eye toward the future. In an ever-changing world, it’s important to be truly active.

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Mutual Funds

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Separate Accounts

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Product Spotlight

Learn more about our products and how to use them in your client portfolios.

Real Estate Series

Real Estate Series: Designed to Evolve with the Changing Real Estate Market

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Investment Outlook

Leverage our in-depth research and economic analysis to help educate and address your clients’ most critical concerns.

October 19, 2017

12 Tips for a Secure Retirement

It’s National Retirement Security Week and we’re sharing 12 planning tips that can help as you prepare for retirement and throughout your retirement.

October 13, 2017

Understanding Mutual Fund Distributions

Mutual fund distributions can be confusing. What are they and how do they impact mutual fund investors? Brush up on the basics in this article.

October 13, 2017

Featured Product: Manning & Napier Fund, Inc. Rainier International Discovery Series

Attractive investment opportunities can be found all over the world and small, well-run international companies can provide investors access to some of these compelling opportunities in today's marketplace. However, despite an increasingly globalized world and ever-growing access to foreign markets, international small cap equities remain broadly overlooked and underinvested.

October 12, 2017

Retail Closures on Record Pace

The state of U.S. retailing continues to dominate headlines in 2017 as retailers grapple with the ramifications of a rapidly changing industry. It has become commonplace to hear of retailer plans to shutter or aggressively scale-back on brick-and-mortar locations. The challenges highlight the impact of e-commerce and changing consumer demands.

Watch our Recent Webinar

How are current events, such as natural disasters, affecting the economy and markets? How much does the business cycle factor in? We discuss current topics of interest, as well as assess the current market backdrop and its potential impact on asset allocation decisions.

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Resources

Access resources on a variety of timely topics including IRA rollovers, fiduciary best practices, cash balance plans, and more.

IRA Rollovers in a Post-DOL Rule World

The trends accelerated by the rule's issuance in 2016 are here to stay, regardless of the rule's fate. These industry trends have propelled the opportunity for advisors to promote their professional value in order to capitalize on IRA rollovers.

IRA Advisors’ Fiduciary Handbook

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Communicating Steps of a Potential IRA Rollover

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Exploring IRA Rollovers

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Retirement Planning: A Guidebook for Future Retirees

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Required Minimum Distributions from IRAs – Frequently Asked Questions

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The Fiduciary Landscape

The Department of Labor’s Fiduciary Rule faces an uncertain future, but...

best practices in financial advising continue to evolve. Check out our resources on how to better understand responsibilities and how to actively manage fiduciary risk.

The Evolutionary Fiduciary

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IRA Advisors’ Fiduciary Handbook

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Cash Balance Plans

Cash balance plans are increasingly popular among business owners...

and professional service clients, offering an attractive tax shelter. We can help you understand the basics, identify strong sponsor profiles, and connect with qualified experts to bring these benefits to your clients.

What is a Cash Balance Plan?

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Investing Cash Balance Plan Assets

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Regulatory FAQs: Cash Balance Plans

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How to Start the Conversation

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International Investing

Today, if you are not investing in international companies, you may be...

missing a significant set of opportunities. Taking a truly active approach to global investing can help isolate those companies with the best potential for future success.

A Fresh Look at International Investing

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International Investing: Not as Foreign as You Think

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Active Management

A large percentage of active managers are, in fact, closet indexers...

They simply mimic a passive investment strategy and provide index-like returns, but with higher fees. Truly active managers outperform by
managing risk in environments when risk matters most.

Finding a Truly Active Manager

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Active vs. Passive Management on
Wisdom Wealth Radio

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Are Active Managers Doing Their Job?

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Evaluating the Merits of Active Management

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Risk Management

Although risk measurement tools are broadly used, it is important to use...

them in the proper context. Understanding the limitations of traditional risk measurement tools is crucial when managing risk in your clients’ portfolios.

Introduction to Risk Management

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Understanding Reinvestment Rate Risk
in Today’s Environment

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Why Managing Capital Risk is Important

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The Importance of Managing Inflation
Risk for Long-Term Investors

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Manning & Napier Advisors, LLC (Manning & Napier) provides a broad range of investment solutions including separately managed accounts, mutual funds and collective investment trust funds. For more information about any of the Manning & Napier Fund, Inc. Series, please click here to view the Series' prospectuses. Before investing, carefully consider the objectives, risks, charges and expenses of the investment and read the prospectus carefully as it contains this and other information about the investment company.

Manning & Napier provides investment advisory services to Exeter Trust Company (ETC), Trustee of the Manning & Napier Collective Investment Trust funds. The Collectives are available only for use within certain qualified employee benefit plans. The Manning & Napier Fund, Inc. is managed by Manning & Napier. Manning & Napier Investor Services, Inc., an affiliate of Manning & Napier, is the distributor of the Fund shares.

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