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.


Mutual Funds


Separate Accounts

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Product Spotlight

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

Unconstrained Bond Series

Unconstrained Bond Series: A Modern Fixed Income Solution

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Pro-Blend® Maximum Term

Pro-Blend® Maximum Term Series: Risk Management & Flexibility Are Key To Core Equity Investing

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Investment Outlook

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

December 08, 2016

December 2016 Perspective

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

December 05, 2016

Italian Prime Minister Resigns

Italian Prime Minister Matteo Renzi has tendered his resignation after the country voted “No” on a referendum of proposed constitutional changes that he championed. Learn more about our perspective and what this could mean for investors in our new post.

December 01, 2016

Is Japan Passing the Baton from Monetary to Fiscal Policy?

For more than 20 years, Japan’s policy makers have thrown everything but the kitchen sink at the economy to boost growth. We provide an update on their latest tactics and our perspective on the country moving forward.

November 10, 2016

Comparing IRAs: Trusteed and Traditional

Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider.

Watch our Recent Webinar


Slow growth and volatility have been the status quo for the past several years. Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss potential threats to this status quo, why investors should avoid overreacting to near-term noise, and the importance of having a flexible and active approach to investing.

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


Our Perspective on Disruption

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Featured Topic 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.

Separating the Winners from the Losers using Truly Active Management

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Searching for Emerging Opportunities

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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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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