Manning & Napier Equity Series Class W · NASDAQ:MEYWX
Manning & Napier Equity Series Class W — Manning & Napier — Investor Presentation (June 2025)
20 slides from Manning & Napier Equity Series Class W's investor presentation, June 2025
Slide 1: The Great Wealth Transfer
The Great Wealth Transfer Understanding the shift of assets from baby boomers to gen X, millennials, and gen Z – and the opportunities it has for your practice. 1
Slide 2: Multigenerational wealth transfer
Multigenerational wealth transfer is one of the most significant factors affecting the high-net-worth (HNW) and ultra-high- net-worth (UHNW) segment—its impact in the coming decades is set to increase substantially. Shifting wealth into next-gen’s hands will reward firms that are able to sustainably
Slide 3: By the Numbers…
BACKGROUND By the Numbers… $120+ TRILLION $106+ TRILLION $18+TRILLION $46+ TRILLION in wealth is changing is projected to be is projected to be is projected to be hands by 2048. transferred to family donated to charities. transferred to millennials and heirs. over the next 25 years. Source: CNBC, Ce
Slide 4: By the Generations…
BACKGROUND By the Generations… BABY BOOMERS (BORN 1947–1964) Baby Boomers hold the majority of wealth today ($5+ trillion). GENERATION X (BORN 1965–1980) Gen X is expected to inherit $14 trillion by 2034 and $39 trillion by 2048. Of the $2.5 trillion being passed down every year, about $1 trillion i
Slide 5: Baby Boomers
BY THE GENERATIONS Born 1947–1964 Baby Second largest population at around 73 million people in the US Boomers COVID-19 caused more Baby Boomers to retire in 2020 than in any other year, changing what’s most important to them: • Giving to charities • Spending on experiences and travel • Leaving less
Slide 6: Generation X
BY THE GENERATIONS Born 1965–1980 Generation Fourth largest population at around 65 million people in the US X Can be characterized by having: • Traditional work ethic • Independent mindset • Progressive and adaptable Generation X carries the highest amount of debt of all generations MANNING & NAPIE
Slide 7: Millennials
BY THE GENERATIONS Born 1981–1996 The largest population Millennials at around 74 million people in the US Can be characterized by being: • Technologically-savvy • Highly educated and collaborative • Demanding of work-life balance • Job hoppers (3 times more likely to have changed jobs within the pa
Slide 8: Gen Z
BY THE GENERATIONS Born 1997–2012 Estimated at over 68 million in the US Gen Z making up nearly 30% of the global workforce Can be characterized by being: • Entrepreneurial and adaptable • Value driven investors, with focus on ESG and sustainable investments • Look to social media for investment and
Slide 9: General Trends
• The Baby Boomer generation represents 63% of all upcoming BACKGROUND transfers General • Among millennials who are anticipating an inheritance, 59% consider it critical to their long-term financial security Trends • Longer life expectancies are affecting inheritance timelines • There is an increas
Slide 10: Why this Transfer is so Disruptive
$84 trillion is in motion, but few families are truly prepared Why this Transfer Generational differences in is so values, communication, and expectations Disruptive Many advisors risk losing long-standing relationships when assets transfer Source: CNBC, Cerulli. MANNING & NAPIER
Slide 11: Top Challenges Facing Advisors Today
THE CHALLENGES Top Challenges Facing Advisors Today CLIENT RETENTION RISKS Studies show 70% to 80% of heirs switch advisors after inheriting wealth LACK OF HEIR ENGAGEMENT Advisors often haven’t built relationships with spouses or children ESTATE PLANNING GAPS Many families lack formal wealth transf
Slide 12: Emotional and Interpersonal Dynamics
THE CHALLENGES Emotional and Interpersonal Dynamics Family dynamics, grief, and Siblings/beneficiaries may have Advisors must navigate conflict can stall or derail unequal expectations or delicate conversations with transfer plans involvement empathy and neutrality MANNING & NAPIER 12
Slide 13: The Great Wealth Transfer is the chance to work with multi-generational families.
THE OPPORTUNITIES The Great Wealth Transfer is the chance to work with multi-generational families. UNDERSTAND YOUR CLIENT’S PLANS Identify those who intend on passing their wealth on to younger generations and begin engaging them in those planning and estate needs. Roughly $54 trillion will go to s
Slide 14: Planning for the Future: Steps to Take Today
THE OPPORTUNITIES Planning for the Future: Steps to Take Today Audit Your Book: Identify clients likely to transfer wealth in the next 10–15 years Schedule Multigenerational Reviews: Include spouses, children, and other beneficiaries Develop a Wealth Transfer Playbook: Tailored engagement for
Slide 15: Strategies for Advisors to Navigate the Transition
THE STRATEGIES Strategies for Advisors to Navigate the Transition ENGAGE MULTIPLE LEVERAGE ESTATE INCORPORATE NEXT- ENHANCE CLIENT GENERATIONS NOW PLANNING & TAX GEN INVESTMENT EXPERIENCE THROUGH STRATEGIES TRENDS TECHNOLOGY ITEM ONE Build relationships with Educate clients on tax- ESG & impact inve
Slide 16: Case Study: The Manning Family
THE STRATEGIES Case Study: The Manning Family Background: • The Mannings were long-time clients, with patriarch James (age 78) and matriarch Susan (age 75) holding over $12 million in assets. • Their two adult children—Michael (age 50) and Rachel (age 47)—were largely uninvolved in the family's fina
Slide 17: Case Study: The Manning Family
THE STRATEGIES Case Study: The Manning Family The Challenge: Strategic Actions Taken: • James was diagnosed with a terminal illness, • Initiated Family Wealth Meetings: The Advisor accelerating the urgency to plan a smooth organized a “Manning Family Legacy Day” to align wealth transition. values, d
Slide 18: Case Study: The Manning Family
THE STRATEGIES Case Study: The Manning Family Results: • 100% of assets remained with the Advisor post-transfer. • Rachel referred two of her philanthropic peers, growing the Advisor’s client base. • Michael, once hesitant, became an advocate for the Advisor’s multi-generational approach and brought
Slide 19: The future belongs to advisors who prepare today
Schedule multi-generational family meetings Use your regular meetings to ask to meet the family to begin developing relationships with all. TAKEAWAYS The future belongs to advisors who prepare today Expand services to estate & tax planning partnerships Support your practice by finding other professi
Slide 20: Thank You
www.manning-napier.com Thank You At Manning & Napier, we help advisors stay ahead of this transition by providing the tools, insights, and investment strategies needed to engage multigenerational families. From customized portfolio solutions to estate and legacy planning resources, we partner with a