Founded in 1970, Manning & Napier offers a wide variety of equity, fixed income, ETF-based, and multi-asset class strategies. We provide this broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trusts. We work with Financial Advisors that serve a diverse client base ranging from high-net-worth individuals to institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations. With many of our Advisor partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. Manning & Napier is headquartered in Fairport, NY and have experienced Financial Advisor Consultants located across the country.

In 1924, MFS launched the US’ first open-end mutual fund to give everyday investors access to the markets. One hundred years later, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, we celebrate a century of active management. Tested and refined across market environments, our investing approach combines collective expertise, long-term discipline and thoughtful risk management to create value responsibly for clients. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market.

This information was provided by MFS Investment Management.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman’s diverse team has over 2,500 professionals. For 10 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $509 billion in client assets as of September 30, 2024. For more information, please visit our website at www.nb.com.

This information was provided by Neuberger Berman.

What Sets Us Apart? Multidimensional Investment Research

Newton is a global investment management firm, owned by BNY Mellon. Our story is one of purpose – to deliver attractive outcomes to our clients, and help foster a healthy and vibrant world for all. We do that by taking an active, multi-dimensional and engaged investment approach. Our capabilities are driven by our multidimensional research platform, which has fundamental, security-specific research as a key component, but also includes thematic, ESG-focused, geopolitical, forensic accounting, credit, investigative and private-market research. The research platform is augmented by a quantitative toolset. This approach leads, we believe, to better investment decisions.

We deliver outcomes for our clients across a variety of investment capabilities, including multi-asset solutions, active equities, income, absolute return (including fixed income), thematic investments and sustainable strategies.

• Introduction to Newton
• Artificial Intelligence
• Newton’s Podcast - Double Take

Nia Impact Capital is a diverse-led, woman-owned asset manager investing in global opportunities at the intersection of social justice and environmental sustainability headquartered in Oakland, California. We have been a leader in impact investing since 2007 when Kristin Hull, Nia founder, established the first 100% impact invested foundation endowment.

Kristin founded Nia to make it easier to invest in what we view to be high impact solutions needed for people and planet. Nia’s flagship Global Solutions portfolio was initially launched in 2013 to bring concentrated impact portfolio investing into the public markets. Investment research is based on Nia’s six solutions-focused investment themes, first developed in 2012.

We weave a gender-lens and a commitment to racial equity throughout the investment process. We are conscious investors, empowering our clients to invest for the world they want to see. We are also activist investors, identifying what we consider "best-in-class" companies and engaging with each of our holdings to encourage them to be even better for our environment, their employees and communities.

Information provided by Nia Impact Capital.

Pacer ETFs is a 12-time award winning exchange traded fund provider that has been recognized for its client-focused philosophy. Pacer’s Strategy Driven ETFs® serve as tools to help investors navigate turbulent markets. Pacer utilizes a rules-based management approach to track the S&P, NASDAQ, FTSE Russell, and MSCI Indexes.