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.

July 20, 2017

Second Quarter 2017 International Perspective

Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April through June period, and have generated approximately 14% year-to-date.

July 13, 2017

Webinar: Accumulating Assets in IRAs

Now more than ever, investors need guidance in making investment decisions with their IRA rollovers. We offer investment solution ideas built for these challenging times as well as discuss best practices regarding fiduciary concerns when it comes to capturing your share of the $7.3 trillion IRA market.

July 13, 2017

Product Spotlight: Strategic Income

Chris McAvoy, Portfolio Strategist for Multi-Asset Class Solutions, discusses how our Strategic Income strategy takes an innovative approach to generating income in today’s low-yield environment.

July 11, 2017

Webinar: Real Estate

We highlight the benefits that Real Estate can provide an investor, the unique characteristics of the asset class, and several points to consider in evaluating your exposure.

Watch our Recent Webinar

 

With volatility at all time lows and elevated valuations, how does complacency factor in? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss balancing risk and reward while seeking opportunities moving forward.

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View all Webinar Recordings »
Resources

Access resources on a variety of timely topics including fiduciary best practices, health savings accounts, IRA rollovers, disruptive innovation, and more.

The Evolutionary Fiduciary

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Featured Topic The New Fiduciary Landscape

Recent changes from the Department of Labor are giving many financial professionals added responsibilities to act as ERISA-like fiduciaries. Check out our resources on how to better understand responsibilities and how to actively manage fiduciary risk.

Download The IRA Advisors’ Fiduciary Handbook

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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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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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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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IRA Rollovers

It is important to understand the historical background and regulatory...

update about the application of ERISA’s fiduciary standard to IRA rollover assets. While there is still uncertainty surrounding standards of care for investment advice, this discussion provides a framework for evaluating areas of risk and opportunity in your business model.

Exploring IRA Rollovers

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Required Minimum Distributions from IRAs – Frequently Asked Questions

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Retirement Planning: A Guidebook for Future Retirees

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Disruptive Innovation

Although disruption can represent a threat to the status quo, it can also...

create opportunity. Global markets and economies would not be so dynamic or robust if not for disruptive events and ideas.

Our Perspective on Disruption

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Searching for Emerging Opportunities

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Separating the Winners from the Losers using Truly Active Management

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Health Savings Accounts

A growing number of investors look to their financial planner for guidance...

on health benefits and projected medical expenses in retirement. Health savings accounts can help finance transitions at all life stages and savings objectives.

What is a Health Savings Account?

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HSA Guidebook for Financial Advisors

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Unlocking the Potential of Your HSA

Download the Infographic »
Cash Balance Plans

Cash balance plans can be an attractive tax shelter. Learn more about...

how cash balance plans can benefit your small business owner or professional service clients.

Regulatory FAQs: Cash Balance Plans

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What is a Cash Balance Plan?

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Profit Sharing Allocation Methods - The Better Part of Discretion

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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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Contact Us (888) 825-4493

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