Library

Markets & Economy » REITs: Can the Best Performing Asset Class Maintain its Crown?

April 03, 2017 | Investment Themes

Since the U.S. recession ended in 2009, the real estate sector has outperformed the broader equity market. The MSCI US REIT Index has returned over 20% on an annualized basis versus the S&P 500’s 15% return. Further, Real Estate Investment Trusts (REITs) have been the best performing asset …

Endowments & Foundations » How to Find Income Opportunities in a Low Yield World

March 13, 2017 | Investment Themes

Investment income can be an important tool for endowment and foundation portfolios. But in today’s low interest rate world, traditional income solutions may no longer fit the bill. In this webinar we explore opportunities for income in today’s environment, and how these solutions might fit within …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Finding Funding Sources for a Foundation Start-Up

February 27, 2017 | Investment Themes

Recently our Endowment & Foundation Services team was asked how to go about finding funding sources for a newly created foundation. Sometimes a non-profit just needs to know where to look for funding opportunities and guidance on how to get the process started. Once the groundwork is laid for …

Markets & Economy » Unearthing Opportunities in Biotech

February 22, 2017 | Investment Themes

A number of defining characteristics of markets and economies signal a more challenging environment for investors. Economic growth in the U.S. and abroad remains sluggish, valuations are generally on the expensive side of neutral, forward return expectations are relatively muted, and the number …

Chris Petrosino

Managing Director of Quantitative Strategies Group

Library » Product Spotlight: Disciplined Value Series

February 06, 2017 | Investment Themes

Managing Director of Quantitative Strategies Group, Chris Petrosino, discusses our Disciplined Value Series. For more information about any of the Manning & Napier Fund, Inc. Mutual Fund Series, please view the Series' prospectuses. For complete information about each Series or for …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Investment Themes

Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » How to Increase Donations by Promoting Tax-Friendly Gifts

December 15, 2016 | Investment Themes

As we enter the homestretch of 2016, many endowments and foundations are preparing their year-end fundraising campaigns or planning for next year’s strategies. The holiday season reminds us of year-end charitable gift giving, the time for donors to make their year-end contributions by December 31 …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk

November 15, 2016 | Investment Themes

Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …

Financial Planning » Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …


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