Client Analytics Group

At Manning & Napier, we recognize that one of the most important elements of a successful investment program is ongoing risk management. We believe that fully understanding an investor's goals, time horizon, risk tolerance, and withdrawal needs is necessary in order to manage client portfolios, regardless of the type of client. Manning & Napier's Client Analytics Group consists of approximately 22 analysts with over 230 years of combined industry experience and a wide range of credentials, including an MBA degree; Chartered Financial Analyst® (CFA®) designees; certified financial planners; Accredited Investment Fiduciary® (AIF®) certificant; Member of the American Academy of Actuaries (MAAA); Associate, Society of Actuaries (ASA); Certified Retirement Service Professional (CRSP); Certified IRA Services Professional (CISP); Certificate in Investment Performance Measurement (CIPM) designee; Certified Employee Benefit Specialist (CEBS); Qualified Pension Administrator (QPA); and two juris doctors. Through the Client Analytics Group, Manning & Napier is able to offer various investment consulting services designed to help properly position a client's portfolio to meet its goals.

Common Client Issues & Solutions

Objective Setting – What is an appropriate investment objective for a portfolio given the investor's goals? An analysis of an investor's time horizon, expected cash flows, potential liabilities, and risk tolerance helps ensure appropriate investment objectives are established in pursuit of attaining an investor's goals.
Common Tools: Statement of Investment Policy, Retirement Spending Needs Analysis, Asset/Liability Analysis

Portfolio Analysis – Are an investor's assets currently positioned appropriately given their investment objectives? A comprehensive analysis of a portfolio's diversification, management structure, and risk coverage can help identify potential issues in light of the current market/economic environment.
Common Tools: Portfolio Review & Recommendations, Menu Design Analysis, Asset/Liability Analysis

Asset Allocation Issues– What are the potential implications of various strategic asset allocation strategies based on the investor's goals and objectives? An analysis of an investor's current asset allocation, as well as historical data, can aid in determining a long-term asset allocation that is robust enough to recognize the importance of the current environment, yet consistent with the investor's long-term goals and objectives.
Common Tools: Asset Allocation Study, Asset/Liability Analysis, Portfolio Review & Recommendations

Transition Planning– How would Manning & Napier complement my existing managers? What are the potential capital gains tax implications of transitioning assets to Manning & Napier? Evaluating how Manning & Napier fits into a multiple manager framework, identifying any current holdings that Manning & Napier would retain, as well as developing a transition plan for repositioning highly appreciated assets, helps ensure the transfer of assets to Manning & Napier is handled appropriately.
Common Tools: Manager Analysis, Integrated Advisors Portfolio, Capital Gains Analysis

Ongoing Monitoring – How do investors make sure that their various investment managers and portfolios are positioned correctly for the role that each manager/portfolio plays in meeting the investor's long-term goals? Ongoing monitoring of how the investor's current portfolio is positioned (e.g., diversification, risk exposure, etc.) in light of current market conditions, as well as any changes to the investor's investment needs/goals, is key to a successful investment program.

Common Tools: Integrated Advisors Portfolio, Quarterly 401(k) Investment Menu Monitoring