Manning & Napier Advisors LLC

Investment Strategy

Manning & Napier builds portfolios tailored to client risk tolerance, financial goals, and tax situations. Using both top-down and bottom-up analysis, the firm's strategy-specific management teams select investments using fundamental and technical research. Their Investment Policy Group establishes the firm's market outlook, asset allocation guidelines, and risk/reward profiles for portfolio construction. The firm manages assets across single-asset and multi-asset class strategies and offers investment solutions through separately managed accounts, proprietary mutual funds, collective investment trusts, and interval funds. Their investment approach values rigorous research, diversification, and active oversight, with an emphasis on adapting strategies to changing market conditions and client objectives.