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Mackenzie Investments

PRI reporting framework 2018

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

Mackenzie Investments was founded in 1967 and provides investment management and related services through diversified investment solutions using proprietary investment research and experienced investment professionals to deliver its various product offerings. Mackenzie Investments is a subsidiary of IGM Financial Inc. which is one of Canada’s largest managers and distributors of investment funds and other managed asset products. 

In October 2017, IGM Financial Inc. announced the consolidation of the internal investment management functions of two of its subsidiaries, Investors Group and Mackenzie Investments, to form a single global investment management organization to support both companies under Mackenzie Investments.

Assets under management were $127.1 billion CDN at December 31, 2017. 

 

 

 

 

 

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Canada

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

112 FTE

02.4. Additional information. [Optional]

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 61.4 <10% 5
Fixed income 10-50% 21.5 <10% 3.8
Private equity <10% 0.1 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities <10% 0.1 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 7.6 <10% 0.2
Other (1), specify <10% 0.1 0 0
Other (2), specify <10% 0.1 <10% 0.1

'Other (1)' specified 

          Fixed-income mutual funds

'Other (2)' specified 

          Equity mutual funds

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)

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