Manning & Napier, Inc., an independent investment management company, provides a range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as various consultative services. The company offers equity, fixed income and alternative strategies, as well as a range of blended asset portfolios, such as life cycle funds. The company serves a diversified client base of high net worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans (Taft-Hartley), endowments and foundations. The company offers its investment management capabilities primarily through direct sales to high net worth individuals and institutions, as well as through third-party intermediaries, platforms and institutional investment consultants. Products and Services The company manages various equity, fixed income, alternative and blended asset strategies, using primarily traditional asset classes such as stocks and bonds. These strategies include a mix of the different vehicles, including separate accounts, mutual funds, and collective investment trusts. Three main elements of its investment process help to keep the company focused on that goal: Team-Based Research: The company’s analysts and economists work together to understand market opportunities from both a broad, macro level and a more detailed industry and company level. This combination of both ‘top-down’ and ‘bottom-up’ research allows the company to identify trends, themes and company specific investment opportunities across the globe. Focus on Absolute Returns: The company is focused on helping its clients avoid permanent loss of capital over their time horizon, which is different than day-to-day volatility, which could in fact present opportunities. Flexibility to be Benchmark Agnostic: The flexibility to invest across sectors, countries and asset classes allows the company to focus on companies the company view as having greater upside potential than downside risk, and allows the company to have a broad enough opportunity set to freely navigate away from areas of excess or speculation without limiting the number of investment opportunities. Sales and Distribution The company distributes its products and services through direct sales to high net worth individuals, middle market institutions and larger institutional clients that are working with consultants. Strategy The company’s strategy includes the following: maintain a strong, team-based research engine; enhance distribution; innovative product development; and enhanced consultative services. Regulations Manning & Napier Advisors, LLC and Exeter Advisors I, LLC are registered with the U.S. Securities and Exchange Commission, or SEC, as investment advisers under the U.S. Investment Advisers Act of 1940, as amended, (the Advisers Act). The company is a fiduciary under the Employee Retirement Income Security Act of 1974, as amended, or ERISA, with respect to assets that the company manages for benefit plan clients subject to ERISA. History Manning & Napier, Inc. was founded in 1970.
manning & napier inc (MN:New York)
290 Woodcliff Drive
Fairport, NY 14450
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