You Need a Partner as Active as You Are

Our independent perspective, time-tested investment approach, and depth of experience allow us to pursue each day with an eye toward the future. In an ever-changing world, it’s important to be truly active.

 

International Small Cap Equities

Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked. Investors should view this as an opportunity. We believe there are unique benefits to weigh when considering an allocation to international small cap equities.

Learn more

Featured products and solutions

 

Real Estate Series

A history of low dividend payout ratio, favorable relative yield, and attractive valuations have driven many advisors to consider REITs as a solution that can provide diversification and income generation in today's environment.Watch this Product Spotlight to learn more about our truly active and diversified solution.

Learn More

Real Estate Series: Designed to Evolve with the Changing Real Estate Market

Download PDF

 

Unconstrained Bond Series

Shifting dynamics in fixed income markets have driven many advisors to look beyond traditional bond solutions in search of flexible options that may better navigate risks and uncover opportunities. Watch this Product Spotlight to learn more about our low-cost, nimble, and experienced nontraditional solution.

Learn More

Unconstrained Bond Series: A Modern Fixed Income Solution

Download PDF

 

Pro-Blend Maximum Term

In today's environment, it's imperative to manage risk while still seeking to achieve your client’s goals. The Manning & Napier Fund, Inc. Pro-Blend® Maximum Term Series is a truly active, all-weather solution with a 20 year track record. Watch this short video to learn how this solution can be used in client portfolios, as a core equity position.

Learn More

Pro-Blend® Maximum Term Series: Risk Management & Flexibility Are Key To Core Equity Investing

Download PDF

Separately Managed Accounts

Our Separately Managed Accounts provide custom investment solutions for a variety of investors. With a minimum investment of $500,000 for most strategies, we help our clients determine their objectives and select the ideal risk management solution to help meet their needs.

Separate Account Strategies

Mutual Funds

We manage a variety of mutual funds ranging from life cycle funds, to U.S. and non-U.S. stock funds, to taxable and tax-exempt bond funds. Most funds are available in all states with a minimum investment of $2,000.

View Our Funds

Collective Investment Trust Funds

Our risk-based, target date, and asset class collective investment trust funds are designed exclusively for use by qualified employee benefit plans.

View Our CIT Funds

Timely economic commentary

  • March 29, 2018

    Webinar: How Much Is Active Management Worth?

      Documenting the reasonableness of 401(k) investment options has never been so difficult or so important. Today’s unique market environment, participant risk tolerance, and risk capacity creates new fiduciary risk. in this webinar, we discuss prudent approaches to evaluating …
  • February 27, 2018

    Now is the Time for Active Management

    Valuations are extended, complacency is elevated, and we are entering the tenth year of a bull run. One wonders what Messrs. Graham and Dodd would think of the current market environment considering these realities. Their statement is even more relevant today, as risk management has taken a back …

Watch Our Recent Webinar

 

The Disciplined Value Team puts recent market volatility in perspective, provides an update on the economy and equity markets, and offers their insight on what investors may encounter going forward.

View All Webinar Recordings

Resources on a variety of current topics

The trends accelerated by the rule's issuance in 2016 are here to stay, regardless of the rule's fate. These industry trends have propelled the opportunity for advisors to promote their professional value in order to capitalize on IRA rollovers.

IRA Advisors’ Fiduciary Handbook

Download now

Retirement Planning: A Guidebook for Future Retirees

Request the guidebook

Communicating Steps of a Potential IRA Rollover

Download now

Required Minimum Distributions from IRAs – Frequently Asked Questions

View article

Exploring IRA Rollovers

Download PDF

The Department of Labor’s Fiduciary Rule faces an uncertain future, but best practices in financial advising continue to evolve. Check out our resources on how to better understand responsibilities and how to actively manage fiduciary risk.

The Evolutionary Fiduciary

Learn more

IRA Advisors’ Fiduciary Handbook

Download now

Cash balance plans are increasingly popular among business owners and professional service clients, offering an attractive tax shelter. We can help you understand the basics, identify strong sponsor profiles, and connect with qualified experts to bring these benefits to your clients.

What is a Cash Balance Plan?

View article

Investing Cash Balance Plan Assets

View article

Regulatory FAQs: Cash Balance Plans

View article

How to Start the Conversation

Download PDF

Today, if you are not investing in international companies, you may be missing a significant set of opportunities. Taking a truly active approach to global investing can help isolate those companies with the best potential for future success.

A Fresh Look at International Investing

Download PDF

International Investing: Not as Foreign as You Think

Download PDF

A large percentage of active managers are, in fact, closet indexers. They simply mimic a passive investment strategy and provide index-like returns, but with higher fees. Truly active managers seek to outperform by managing risk in environments when risk matters most.

Finding a Truly Active Manager

Download PDF

Are Active Managers Doing Their Job?

View article

Active vs. Passive Management on Wisdom Wealth Radio

Listen

Evaluating the Merits of Active Management

View article

Although risk measurement tools are broadly used, it is important to use them in the proper context. Understanding the limitations of traditional risk measurement tools is crucial when managing risk in your clients’ portfolios.

Introduction to Risk Management

View article

Why Managing Capital Risk is Important

View article

Understanding Reinvestment Rate Risk in Today’s Environment

View article

The Importance of Managing Inflation Risk for Long-Term Investors

View article

Manning & Napier Advisors, LLC (Manning & Napier) provides a broad range of investment solutions including separately managed accounts, mutual funds, and collective investment trust funds. For more information about any of the Manning & Napier Fund, Inc. Mutual Fund Series, view the Series' prospectuses. For complete information about each Series or for information on purchasing shares, you may also obtain a prospectus from the Manning & Napier Fund by calling 800-466-3863. Before investing, carefully consider the objectives, risks, charges and expenses of the investment and read the prospectus carefully as it contains this and other information about the investment company.

Check the background of Manning & Napier Investor Services, Inc. on FINRA's BrokerCheck

Manning & Napier Advisors, LLC (Manning & Napier) provides investment advisory services to Exeter Trust Company (ETC), Trustee of the Manning & Napier Collective Investment Trust Funds. The Collectives are available only for use within certain qualified employee benefit plans.

The Manning & Napier Fund, Inc. (the Fund) is managed by Manning & Napier. Manning & Napier Investor Services, Inc. (MNBD), an affiliate of Manning & Napier and ETC, is the distributor of the Fund shares.

Mutual Funds and Collective Investment Trust Funds are not available outside of the U.S.

Manning & Napier Investor Services, Inc. (MNBD) is a member of FINRA. The Rainier International Discovery Fund is managed by Rainier Investment Management, LLC, an affiliate of Manning & Napier Advisors, LLC and MNBD.


Loading...