Library » Webinar: How Much Is Active Management Worth?

March 29, 2018 | Retirement Plans

  Documenting the reasonableness of 401(k) investment options has never been so difficult or so important. Today’s unique market environment, participant risk tolerance, and risk capacity creates new fiduciary risk. in this webinar, we discuss prudent approaches to evaluating …

Ebrahim Busheri

Director of Investments

Library » Now is the Time for Active Management

February 27, 2018 | Active Management

Valuations are extended, complacency is elevated, and we are entering the tenth year of a bull run. One wonders what Messrs. Graham and Dodd would think of the current market environment considering these realities. Their statement is even more relevant today, as risk management has taken a back …

Library » White-Labeling the Core Menu: What’s Your Objective?

October 13, 2015 | Retirement Plans

The defined contribution (DC) industry has made enormous strides over the last decade in its quest to improve a system that’s become the predominant source of retirement income for many working Americans. Part of this evolution has led to a closer examination of plan design, ensuring that DC …

Markets & Economy » Evaluating Active Managers: The Benefits of Being Different

May 27, 2015 | Active Management

Gaining a better understanding of active management in today’s evolving and sometimes volatile investment environment begins with a simple point: Not all active managers are alike. Since the market downturn of 2008, there has been a reappearance in industry dialogue of the claim that ‘active …

Library » Active Management in the Current Market Environment

May 21, 2015 | Active Management

The Current Market Environment Evaluating performance of active equity managers versus market indices since the start of the current bull market (03/01/2009) or even the start of the last market downturn (11/01/2007) leads to a relatively unfavorable conclusion for active managers. As Table 1 …

Library » Active vs. Passive Management on Wisdom Wealth Radio

May 13, 2015 | Active Management

  // Recently, our Portfolio Strategist, Darin Leone, sat down to speak with Scott Lucas of Lucas Financial Services, to discuss active vs. passive management and where we see opportunities in the market today. Listen to their conversation on Wisdom Wealth Radio, 98.9 FM, Columbus.

Library » Are Active Managers Doing Their Job?

March 25, 2015 | Active Management

Introduction Since the market downturn of 2008, active equity managers have come under fire. Not only did many of these managers fail to provide meaningful downside risk management relative to market indices during the credit crisis, but most have failed to keep up with their benchmarks as the …

Library » Evaluating the Merits of Active Management

September 08, 2014 | Active Management

Introduction The decision between active or passive management remains one of the highly debated topics in investment management today. Often, the discussion centers on the theoretical ability of a manager to outperform a benchmark. Proponents of passive management often believe that equity …

Jeff Coons


Library » Raising the Bar on Target Date Due Diligence

September 10, 2013 | Retirement Plans

How Improved Transparency Can Help Fiduciaries Manning & Napier and Strategic Insight are pleased to provide this white paper highlighting fiduciary considerations regarding the target disclosure status quo. Manning & Napier has been at the forefront of target date transparency since the …