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.

May 10, 2017

Country In Focus: France

France has been in the news recently due to its contentious presidential election. Our newest Country in Focus goes beyond the headlines to examine the world’s sixth largest economy.

May 08, 2017

The Fate of Cash and the Growth of the Digital Wallet

There’s been a lot of excitement around the digital wallet. Apple Pay, Samsung Pay, Google Wallet, Visa Checkout, Masterpass, Chase Pay, PayPal, Venmo, and SnapCash have all shared in the headlines, but while the move to mobile is real, how to invest in the transition away from cash might be different than it appears.

May 05, 2017

Monthly Outlook - May

We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video.

May 05, 2017

May 2017 Perspective

Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.

Watch our Recent Webinar

 

In recent months, there has been a marked improvement in economic expectation surveys of both consumers and businesses. How do we put these surging expectations into proper context considering where the United States is in the economic cycle? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Colby Feane, discuss moving forward.

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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

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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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