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Library » Managed Accounts in Defined Contribution Plans
November 02, 2016 | Retirement Plans
Key Points The adoption of managed accounts as a QDIA has been limited; however, there has been an up-tick in the percentage of plans utilizing them as an opt-in service. Deterrents for selecting a managed account service as a QDIA include: perceived higher fee levels, a lack of a clear …
Library » Target Date Fund Glide Path Evaluation: What Really Matters?
October 12, 2016 | Retirement Plans
The target date fund (TDF) universe continues to expand, providing plan fiduciaries with more options to consider. This offers greater opportunity to select a suite of TDFs that closely aligns with a plan’s specific needs, but also increases the time and energy plan fiduciaries devote to gaining …
Library » Narrowing In on the Right Approach
August 30, 2016 | Retirement Plans
Introduction One of the primary objectives that plan sponsors are tasked with is designing/implementing an investment menu that affords participants the greatest opportunity to achieve their retirement goals. While this seems like a relatively straightforward task, there is no one-size-fits-all …
Library » Building and Interpreting Custom Investment Benchmarks
August 22, 2016 | Active Management
Introduction From simple beginnings, the investment benchmark has become a de-facto aspect of most investment programs today. There are many types of benchmarks, but the most widely accepted version uses passive market indices as standards of performance measurement and points of comparison for …
Library » Investing Cash Balance Plan Assets
June 23, 2016 | Retirement Plans
Introduction Many Cash Balance plan sponsors, especially small to mid-sized professional firms, appreciate relatively predictable and level annual plan contributions. These firms tend to use the plan as a tax management tool, because the plan contributions are tax deductible and will offset …
Library » Free Cash Flow and Dividends: How A Focus On Yield Can Help Investors Provide for Today and Prepare for Tomorrow
April 12, 2016 | Active Management
A Fundamental Investor Problem Most institutional and individual investors have multiple goals or objectives related to the investment of their assets. Among the many different objectives that investors might pursue, meeting current cash flow needs and providing adequate capital growth for the …
Library » Corporate Strategy
December 14, 2015 | Active Management
Since the end of the financial crisis that began in late 2007, Manning & Napier has had an outlook of slow growth for the U.S. and other developed countries around the globe. For more than five years, we have talked about what slow growth means in terms of investing, focusing on a basic premise …
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, …
Library » Required Minimum Distributions from IRAs
August 24, 2015 | Retirement Plans
Introduction Many retirees have large IRAs that grow in value over years of saving and investing in qualified retirement plans. However, the government is seeking the tax revenue from lifetime earnings that have been deferred in IRAs throughout their working years. In order to collect tax …
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 …
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