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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 …
Audience
All AudiencesMay 06, 2015 | Tax Planning
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 …
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 …
Audience
All AudiencesNovember 17, 2014 | Market Commentary
October marked the sixth anniversary of the investment bank, Lehman Brothers, filing for bankruptcy. This action consequentially sent the world’s capital markets into unprecedented turmoil. The ultimate bottom in the United States stock market came five months later in March of 2009, a time when …
July 30, 2014 | Market Commentary
As a global investment management firm, it is critically important that we monitor any and all varieties of risk that could threaten the performance of financial markets both domestically and abroad. Today, developments in a number of regions, particularly the Middle East and Eastern Europe, have …
Audience
All AudiencesApril 29, 2014 | Active Management
Portfolio Management Structure refers to the basic issues related to setting up and maintaining an investment portfolio. The key issues to consider when evaluating a portfolio’s management structure include: the mechanism for adjusting the portfolio to fundamental shifts in the market and …
Audience
All AudiencesApril 16, 2014 | Active Management
One of the most effective risk management tools available to investors is diversification across multiple asset classes (e.g., stocks, bonds, and cash). A portfolio’s distribution across various asset classes is referred to as the portfolio’s asset allocation. Academic studies have shown that …
Audience
All AudiencesApril 15, 2014 | Investment Management
High frequency trading (HFT) has once again found itself in the spotlight. With the release of a new book highlighting the dangers and inequities of the practice, a recent 60 Minutes lead story, countless articles in well-circulated publications, and a federal investigation into the very legality …
Audience
All AudiencesApril 14, 2014 | Active Management
While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk - the possibility of sustained …
Audience
All AudiencesApril 09, 2014 | Active Management
Introduction to Risk Management While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk—the …
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