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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 …
Vantage » Evaluating Valuations: An Environment of Elevated Risk for U.S. Equities
May 20, 2015 | Domestic Markets
The November 2014 article titled Three Dimensions of Risk and Returns for U.S. Equities discussed our framework for minimizing the risk of sustained capital loss, a key tenet of the investment process at Manning & Napier. The indicators that are used to analyze this risk from a top-down …
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 …
Vantage » Three Dimensions of Risk and Returns for U.S. Equities
November 18, 2014 | Domestic Markets
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 …
Markets & Economy » The Potential Impacts of Geopolitical Risks on Financial Markets
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 …
Library » Why a Coordinated Portfolio Management Structure is Important
April 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 …
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