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Library » The Importance of Selectivity in Today’s Environment

October 26, 2015 | Active Management

Active management is about choice. Every day our goal is to carefully select investments on behalf of our clients in the context of their investment objective. We believe an active approach to financial markets is appropriate in all types of market environments, but it is especially critical today. …

Library » Using Derivatives in the Fixed Income Markets

October 16, 2015 | Fixed Income

Introduction While derivatives may have a negative connotation to some investors, it is common for fixed income managers to simply utilize them as risk management tools to adjust exposure to interest rate, credit, and currency risk rather than a means to take on excessive risk/leverage. As such, …

Endowments & Foundations » Managing Spending Needs in Today’s Low Interest Rate Environment

July 20, 2015 | Wealth Management

Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …

Library » Webinar: Searching for Income in a Low-Yield World

July 07, 2015 | Fixed Income

With yields below average, searching for income to meet your investors' goals can be challenging. In order to find value, you must understand the risks that are involved with fixed income portfolio decisions. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, discuss …

Library » The Hidden Risk of Fixed Income Indexing

June 18, 2015 | Fixed Income

Introduction Conventional wisdom is to check the oil in your car at regular intervals. While there has been some debate as to how often to change it, there is no arguing that your car’s engine couldn’t run for very long without oil. However, to say that the purpose of oil is to keep the engine …

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 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 » Balancing Risk Management and Tax Management

May 06, 2015 | Wealth Management

Benjamin Franklin famously said that there is nothing certain in this world except death and taxes. A common perception is that taxes are currently too high, too complex, and therefore require a high level of annual planning. Furthermore, income and realized gains from Manning & Napier’s taxable …

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 …


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