Marc Tommasi - Manning Napier Chief Investment Strategist

Executive

Mr. Marc D. Tommasi has served as the firms Chief Investment Strategist since April 2016. Mr. Marc D. Tommasi is the CoHead of Global Equities since March 2015, as the Head of Global Investment Strategy of Manning Napier Advisors from 2010 through 2014, and as a member of its Senior Research Group since 1989. Mr. Tommasi joined Manning Napier Advisors in 1986 since 2016.
Age 55
Tenure 8 years
Phone585 325-6880
Webwww.manning-napier.com
Tommasi earned a Bachelor’s degree from the University of Rochester in 1986.

Manning Napier Management Efficiency

The company has Return on Asset (ROA) of 12.59 % which means that for every $100 of assets, it generated a profit of $12.59. This is typical in the industry. Likewise, it shows a return on total equity (ROE) of 20.79 %, which means that it produced $20.79 on every 100 dollars invested by current stockholders. Manning Napier's management efficiency ratios could be used to measure how well Manning Napier manages its routine affairs as well as how well it operates its assets and liabilities.
Manning Napier reports 14.84 M of total liabilities with total debt to equity ratio (D/E) of 0.16, which may suggest the company is not taking enough advantage from financial leverage. Manning Napier has a current ratio of 2.9, indicating that it is in good position to pay out its debt commitments in time. Note however, debt could still be an excellent tool for Manning to invest in growth at high rates of return.

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Manning Napier, Inc. is publicly owned investment manager. Manning Napier, Inc. was founded in 1970 and is based in Fairport, New York with additional offices in Dublin, Ohio St. Manning Napier operates under Asset Management classification in the United States and is traded on NYQ Exchange. It employs 275 people. Manning Napier (MN) is traded on New York Stock Exchange in USA and employs 275 people.

Management Performance

Manning Napier Leadership Team

Elected by the shareholders, the Manning Napier's board of directors comprises two types of representatives: Manning Napier inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Manning. The board's role is to monitor Manning Napier's management team and ensure that shareholders' interests are well served. Manning Napier's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Manning Napier's outside directors are responsible for providing unbiased perspectives on the board's policies.
Kenneth Marvald, Independent Director
William Manning, Co-Founder and Chairman
Christopher Briley, Chief Technology Officer
Nicole Brunner, Chief Marketing Officer
Greg Woodard, Managing Director - Wealth Management
Robert Kopech, Independent Director
Thomas Anderson, Managing Director, Intermediary Distribution, Manning & Napier Advisors
Barbara Goodstein, Independent Director
Antony Desorbo, Managing Director, Regional Sales
Aaron McGreevy, Managing Director - Institutional & Intermediary Sales
Edward Pettinella, Lead Independent Director
Marc Mayer, Chairman of the Board, Chief Executive Officer
Joel Domino, Director
Marc Tommasi, Chief Investment Strategist
Paul Battaglia, Chief Financial Officer
Scott Morabito, Managing Director - Client Service and Business Operations
Christian Andreach, Co-Head of Global Equities
Stacey Green, Head - Human Resources
Edward George, Independent Director
Sarah Turner, General Counsel, Corporate Secretary
Ebrahim Busheri, Director - Investments
Richard Goldberg, Director

Manning Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Manning Napier a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Pair Trading with Manning Napier

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Manning Napier position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Manning Napier will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Microsoft - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Microsoft to buy it.
The correlation of Microsoft is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Microsoft can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Other Consideration for investing in Manning Stock

If you are still planning to invest in Manning Napier check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Manning Napier's history and understand the potential risks before investing.
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