This report shows public data only. Is this your organisation? If so, login here to view your full report.

IG Wealth Management

PRI reporting framework 2018

serch-btn

You are in Organisational Overview » Basic information

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]

Investors Group Inc. is a diversified financial services company operating primarily in Canada and is 100% owned by IGM Financial Inc. Investors Group offers an exclusive family of mutual funds, other investment vehicles, insurance, mortgage products and other financial services through a network of approximately 4,100 exclusive advisors.

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. The majority of this transition occurred prior to the end of 2017, with the remaining consolidation to occur in 2018.

Given this change, in consultation with the PRI, Investors Group has chosen to not report in detail on its ESG integration and active ownership practices in 2018 for its minimal internally managed assets remaining at December 31, 2017.  Please refer to the 2017 Transparency Report for further detail.

Following completion of the investment management transition, Investors Group will use a combination of portfolio management expertise from Mackenzie Investments, supplemented with other leading third-party investment talent.  Investors Group will continue to manage the Investors Real Property Fund on an in-house basis.

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).

70 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 <10% 7 >50% 60
Fixed income <10% 1 10-50% 21
Private equity 0 0 0 0
Property <10% 5 0 0
Infrastructure 0 0 0 0
Commodities 0 0 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% 2 <10% 4
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

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)

Next Section
Top