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.

September 20, 2017

The True Cost of Higher Education

Student loan debt is a $1.3 trillion problem in the United States, and it’s showing few signs of slowing down. On average, borrowers owe a staggering 70% more upon graduation than their predecessors just a decade ago.

September 14, 2017

The Consumer Debt Burden [Infographic]

U.S. household debt has surpassed previous peak credit bubble levels. Check out our new infographic on proliferating consumer debt.

September 13, 2017

Converge, Volume 15: Fiduciaries: “Can someone just tell me what to do?”

Eight of ten employers say they’re concerned about an increase in fiduciary litigation. And more than a quarter listed fiduciary liability and litigation as their top 401(k) concern. Who can blame a fiduciary for thinking, "Can someone just tell me what I have to do?"

September 13, 2017

Converge, Volume 15: 3 Ways Participants are Driving a New Era of Menu Design

The industry has put immense effort into introducing new participants to retirement education and help preparing resources to assist in participants’ long-term needs. While the effort on behalf of those participants can and should continue to be a large focus, there needs to be an additional layer of planning, preparation, and servicing to those participants who are near or at retirement with a shorter time horizon, and full of diverse needs.

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 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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