The company has not filed an annual or quarterly report since its Q2 FY2022 10-Q, filed Aug 9, 2022. Its latest SEC filing is a SC 13G/A from Feb 13, 2023.
10-Q for Q2 FY2022, filed Aug 9, 2022
The sections below describe the company as of the FY2021 annual report.
Manages investment portfolios and provides financial advice for individuals and families, businesses, and institutions such as retirement plans and nonprofits.
10-K for FY2021, filed Mar 15, 2022Manning & Napier, Inc. is an independent investment management firm that provides our clients with a broad range of financial solutions and…View ↗
We have built a diverse client base of high-net-worth individuals, small business owners, middle market institutions, larger institutions…View ↗
Manning & Napier, Inc. is an independent investment management firm that provides our clients with a broad range of financial solutions and…View ↗
The firm earns investment management fees based on the value of assets it manages. Separately managed account fees are paid in advance or monthly or quarterly afterward; mutual fund and collective investment trust fees are calculated daily based on assets.
10-K for FY2021, filed Mar 15, 2022Investment Management: Investment management fees are computed as a percentage of assets under management ("AUM"). The Company's…View ↗
Separately managed accounts are paid in advance, typically for a semi-annual or quarterly period, or in arrears, typically for a monthly or…View ↗
Mutual funds and collective investment trust investment management revenue is calculated and earned daily based on AUM. Revenue is…View ↗
$145.6M
10-K for FY2021, filed Mar 16, 2022
$145.6M ↗
Wealth-management consultants work directly with individuals, families, nonprofits and retirement plans; larger institutions and financial advisers are served through institutional and intermediary channels. Mutual funds and collective investment trusts are distributed mainly through financial intermediaries, while separate accounts also reach clients through third parties.
10-K for FY2021, filed Mar 15, 2022Our client-facing professionals focus on specific areas of expertise. Our Wealth Management group specializes in individuals and middle…View ↗
Our separate accounts are primarily distributed through our wealth management sales channel, where our financial consultants form…View ↗
Our mutual funds and collective investment trusts are primarily distributed through financial intermediaries, including brokers, financial…View ↗
Yes. It kept 17 cents of every revenue dollar as net income in FY2021 and turned 21 cents into free cash flow.
10-K for FY2021, filed Mar 16, 2022
$32.5MView ↗
10-K for FY2021, filed Mar 16, 2022
$25.1MView ↗
10-K for FY2021, filed Mar 16, 2022
$31MView ↗
8-K, filed Oct 21, 2022
On October 21, 2022, pursuant to the terms of the Merger Agreement, the Corp Merger was effected, with Corp Merger Sub being merged with…View ↗
Shrank. Revenue fell 28% in 4 years, from $201.5M in FY2017 to $145.6M in FY2021, about 8% a year.
ESG investment analysis
The older report describes traditional and quantitative investment approaches; the latest says ESG analysis is integrated into fundamental equity and credit processes and into quantitative strategies, including ESG multi-asset exchange-traded fund strategies.
10-K for FY2018, filed Mar 27, 2019 10-K for FY2021, filed Mar 15, 2022Manning & Napier, Inc. is an independent investment management firm that provides our clients with a broad range of financial solutions and…View ↗
Additionally, we view environmental, social and governance ("ESG") integration as necessary for the future success of any investment…View ↗
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