Exploring Alternative Investments

Financial professionals today operate in an environment where traditional portfolios are being tested by persistent inflation, evolving interest rate dynamics, and increasingly complex market cycles. As clients look for new ways to pursue growth, manage risk, and diversify beyond stocks and bonds, alternative investments have moved from the periphery to an important part of the modern portfolio conversation.

To help advisors confidently engage in the alternatives conversation, we partnered with our parent company, Callodine Group, to develop a suite of resources. These include guidebooks, thought leadership, and topical presentations, all designed to help build knowledge and support more effective client conversations.

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Guidebook

Exploring Alternative Investments

This guidebook provides a practical overview of how alternative strategies can complement traditional portfolios.

You will get a clear introduction to key alternative asset classes, how they differ from stocks and bonds, the role they can play in diversification and income, and how they may help improve portfolio outcomes. The guide also highlights common investment structures, key considerations, and practical approaches for discussing alternatives with clients.
 
 

Download the guidebook
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Brochure

An Introduction to Interval Funds

This brochure is designed to help advisors clearly understand and articulate the role of interval funds within modern portfolios.

It explains how interval funds work, how they differ from mutual funds and private investments, and their balance of access and liquidity. It highlights their ability to provide diversified exposure to public and private assets — particularly income oriented strategies — while outlining key benefits and key considerations such as liquidity, fees, and portfolio fit.

Download the brochure
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Strategic Insights

Our Take on the Private Credit Landscape

This overview provides perspective on the current private credit environment and the factors shaping investor sentiment today.

You will gain insight into recent market headlines, including credit stress, liquidity dynamics, and sector-specific concerns, and how these issues may differ across strategies and structures. It highlights the importance of thoughtful portfolio construction, manager discipline, and structural design, while outlining how private credit can continue to play a role in diversified portfolios through income generation, controlled risk exposure, and differentiated sources of return.

Download the piece

Presentations

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Stay informed, engage with clients with confidence, and enhance your practice with the support of these exclusive presentations, The Case for Alternatives and The Evolution of Private Credit.

For qualified advisors, Manning & Napier Advisor Consultants are available to deliver these presentations in person. 

Explore available topics below or request a presentation.

The Case for Alternatives

This presentation is designed to help advisors clearly articulate why alternative investments are becoming an increasingly important component of modern portfolios.

It walks through the core characteristics of alternative strategies, how they differ from traditional investments, and the potential benefits they may offer – including diversification, reliable income, capital preservation, and enhanced return potential – and ultimately how they can complement traditional allocations.

The presentation is approved for 1 hour of CFP® , CIMA®, CPWA®, CIMC®, and RMA® CE credit.

The Evolution of Private Credit

This presentation explores the evolution of private credit and its growing role within the broader financial ecosystem. Advisors will gain a clear understanding of how private credit has developed from traditional bank lending models into a diverse and expanding asset class, as well as the structural shifts driving its growth. It outlines key characteristics, potential benefits for both investors and borrowers, and the range of strategies and structures available today, helping advisors better position private credit within client portfolios and conversations.

The presentation is approved for 1 hour of CFP® , CIMA®, CPWA®, CIMC®, and RMA® CE credit.

Download now

Explore our alternative investment solutions

Backed by the capabilities of Callodine Group, we connect investors with strategies spanning private credit, real estate lending, equity income, and other specialized opportunities across the capital structure.

Learn more about the solutions available and how they may complement traditional portfolios.

Explore our solutions →

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We strive to offer excellence in investment management and to be a valued extension of your team. We have a broad range of research competencies including deep fundamental research, quantitatively-based smart beta, and specialized strategies for asset class alpha opportunities.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.