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Multi-Manager Maximum Growth   

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Investment Objective

To provide long-term capital growth, with a goal of meeting the long-term needs of the portfolio. The secondary objective is to exceed the rate of inflation over the long-term. The tertiary objective is moderation of volatility.

The minimum investment for Multi-Manager Maximum Growth is $5 million.

Investment Team

Our multiple manager portfolios combine an allocation to one of Manning & Napier’s investment strategies with exposure to several unaffiliated investment managers. The Client Analytics Group is responsible for selecting and monitoring the unaffiliated investment managers employed within our multple manager approach, and consists of investment manager analysts.

Manager Selection Process

Manning & Napier is responsible for the selection and ongoing review of the portfolio’s unaffiliated, specialty asset class managers. Investment managers must be evaluated on how well they will be able to fulfill a specific role going forward. That is, the criteria to evaluate managers should relate not just to the value added by the manager in the past, but evidence that the manager will continue to successfully execute this role going forward. The following criteria are used by Manning & Napier in selecting and monitoring all asset class roles established in the portfolio:

  • Consistency with Objectives
  • Manager Experience and Stability
  • Performance Over a Full Range of Market Environments

Composition

Equity Range

60% - 85% Equities

Manager Allocation

Manager Role Target Allocation
Active Asset Allocation 40%
Core Fixed Income 10%
Core (Large Cap) Stock 24%
International Stock 18%
Small Cap Stock 8%



Related Documents

Related Documents

There are currently no documents available.

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1-800-551-0224

 info@manning-napier.com

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