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File #: ID#25-0423    Version: 1 Name: Approve termination of Manning & Napier
Type: Action Item Status: Agenda Ready
File created: 5/5/2025 In control: Pension Trustees
On agenda: 6/2/2025 Final action:
Title: Approve the termination of fixed income money manager Manning and Napier and authorize the appropriate officials to execute same.
Attachments: 1. City of Clearwater_Q4 2024 Investment Review
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SUBJECT/RECOMMENDATION:

Title

Approve the termination of fixed income money manager Manning and Napier and authorize the appropriate officials to execute same.

Body

SUMMARY: 

SUMMARY: 

Manning & Napier was hired as a large cap value money manager for the plan in December 2012. As of December 31, 2024, the market value of the plan’s investment in Manning & Napier’s large cap value product totaled $10.1 million, or 0.75% of the Plan’s total investment portfolio.

Manning & Napier’s performance has declined in recent years, as detailed below. Over the past few years the committee has reduced the investment in Manning & Napier from in excess of $50 million to the current level of $10.1 million. The Pension Investment Committee unanimously recommended termination at their February 28, 2025, quarterly committee meeting.                                          

                     

 

Performance versus benchmark index:                                                                                                                                                                        

                                                                                                         Calendar 2024                              Last 3 years                          Last 5 years

                     Net of fees return                                                    11.45%                                               5.70%                                               7.62%

                     Benchmark index                                                     14.37%                                               5.63%                                               8.68%

                     Large Value percentile rank                             75th                                                 60th                                                  81st