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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 » 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 …

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 …

Library » Why Asset Class Diversification is Important

April 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 …

Markets & Economy » High Frequency Trading: Under the Spotlight

April 15, 2014 | Market Commentary

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 …

Library » Why Managing Capital Risk Is Important

April 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 …


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