Mackenzie Investments

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Mackenzie Investments
Type Private (subsidiary of IGM Financial Inc.)
Industry Financial Services
Founder(s) Alex Christ
Headquarters Toronto, ON
Number of locations Vancouver, BC
Montreal, QC
Calgary, AB
Key people Jeffrey R. Carney: President and Chief Executive Officer of Mackenzie Financial Corporation, co-President and co-Chief Executive Officer of IGM Financial Inc.
Tony Elavia: Executive VP and Chief Investment Officer
Geoff Creighton: Senior VP, General Counsel and Secretary and Chief Compliance officer for IGM Financial Inc.
E. Blake Moore, Jr.: Executive VP, Head of Distribution
Mary C. Taylor: SVP, Product & Marketing
Edward L. Merchand: Senior VP and CFO
Products Mutual Funds
Group Plans
Structured Products
Private Client Program
Segregated Funds
Managed Asset Programs
other Investment Products
Employees 1,000 [1]
Parent IGM Financial Inc.
Website www.mackenzieinvestments.com

Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. With $64.4 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors.[2] Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's largest financial services companies by assets with over $125.8 billion in total assets under management. (Note: All figures as of March 31, 2013)

History

  • 1967 - Mackenzie Investments was founded by Alex Christ
  • 1967 - Mackenzie Investments created company's first mutual fund, the Industrial Growth Fund (later renamed Mackenzie Growth Fund)
  • 1973 - Mackenzie Investments went public with a listing on the TSX
  • 1977 - Mackenzie Investments bought a stake in Universal Group of Funds
  • 1992 - Mackenzie Investments acquired Ivy Management Inc
  • 1993 - Mackenzie Investments acquired the balance of Universal Group of Funds
  • 1998 - Mackenzie Investments acquired Cundill Funds Inc
  • 2001 - Mackenzie Investments was acquired by Investors Group to create IGM Financial
  • 2006 - Mackenzie Investments acquires Cundill Investment Research Ltd. and its affiliates (The Cundill Group)
  • 2008 - Mackenzie Investments acquired Howson Tattersall Investment Counsel and the Saxon Group of Mutual Funds
  • 2011 - Mackenzie Investments announces that it has reached an agreement with B2B Trust, a subidiary of Laurentian Bank under which B2B Trust will acquire the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) The transaction is expected to close in November 2011 subject to applicable regulatory notifications and approvals.[3]
  • 2012 - Mackenzie Investments completes the sale of the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) to B2B Trust, a subsidiary of Laurentian Bank
  • 2013 - Mackenzie Investments announced a proposal to simplify and restructure its product offering through the renaming and merger of several funds as well as the amendment of investment objectives for additional funds. Further, several fund brands will be eliminated. [4]


Mackenzie Investments in the Community

The Mackenzie Investments Charitable Foundation was established in 1999, funded with an endowed gift of $2.3 million from Mackenzie Investments. The Foundation is an employee-driven, non-profit organization that coordinates community giving and donation activities on behalf of the Mackenzie Group of Companies. The Foundation is funded by donations from Mackenzie Investments' employees, clients and the Corporation. [citation needed]

Investment Products

Mackenzie Fund Families:

Mackenzie Investments distributes mutual funds under eight different mutual fund families, each defined by their investment style or approach.

The Fund Families:

  • Mackenzie Cundill Funds - Deep value investment style
  • Mackenzie Ivy Funds - Value investment style, buy and hold approach. focused on patiently acquiring ownership in selected businesses
  • Mackenzie Funds - The Mackenzie funds encompass all funds offered by Mackenzie Investments not included in the Cundill, Ivy or Symmetry fund groups. Mackenzie funds range from cash management funds, fixed income funds, Canadian and global balanced funds as well as Canadian and global equity funds.

Mackenzie Managed Portfolio Solutions:

  • Symmetry - Symmetry Portfolios provide investors with a managed asset solution across seven balanced portfolios as well as two fixed income funds and one equity fund.
  • Mackenzie Private Client Group

Awards

Canadian Investment Awards [5]
Year(s) Award Recipient
2000-2001 Imagine Community Investment Award Mackenzie Financial
2001 Investor's Choice Awards: Fund Company of the Year Mackenzie Financial
2002-2004 Fund Manager of the Year Jerry Javasky ('02), Peter Cundill ('03), Fred Sturm ('04)
2002 Investor's Choice Awards: Education Mackenzie Financial
2003 Canadian Investment Marketing Award for Print Advertising 'Basketball', 'Girl Genius', 'Twins', 'Dinosaur'
2004 Career Achievement Award Alexander Christ
2006 Learning Library Advisor Education Award "Burn Rate" Campaign
2006-2007 IFIC Investor Education Award Mackenzie Financial ('06), "Socially Responsible Investing" ('07)
Canadian Investment Awards: Mutual Funds [5]
Mutual Fund Awards: Year(s): Award Recipient:
Segregated Canadian Balanced Fund  2002 Mackenzie Cundill Canadian Balanced Segregated Fund
2004 Mackenzie Cundill Canadian Balanced Segregated Fund
2003 Mackenzie Sentinel Income Segregated
Global Balanced Fund 2002 Mackenzie Ivy Global Balanced
2003 Mackenzie Ivy Global Balanced
Segregated Canadian Equity Fund 2002 Mackenzie Cundill Canadian Security Segregated
2004 Mackenzie Cundill Canadian Security Segregated
Specialty Award 2002 Mackenzie Universal Precious Metals
2003 Mackenzie Universal Resource
Global Equity Fund 2003 Mackenzie Cundill Recovery Series C
2004 Mackenzie Cundill Value Fund
2006 Mackenzie Cundill Value Fund
2005 Mackenzie Cundill Recovery Fund
2008 Mackenzie Ivy Foreign Equity Fund
2009 Mackenzie Ivy Foreign Equity Fund
Segregated Global Equity Fund 2003 Mackenzie Cundill Value Segregated
Natural Resources Equity Fund 2004 Mackenzie Universal Canadian Resource Fund
2005 Mackenzie Universal Canadian Resource Fund
European Equity Fund 2008 Mackenzie Ivy European Class
2009 Mackenzie Ivy European Class
2010 Mackenzie Ivy European Class
Healthcare Equity Fund 2008 Mackenzie Universal Health Sciences Class
US Small/Mid Cap Equity Fund 2009 Mackenzie Universal American Growth
2010 Mackenzie Universal American Growth
Global Small/Mid Cap Equity Fund 2010 Mackenzie Cundill Recovery
Lipper Fund Awards [6][7][8][9][10]
Lipper Global Classification: Year(s): Best Fund: Fund Award Recipient:
Canadian Fixed Income Balanced 2009 10 Years Mackenzie Sentinel Income fund
2010 10 Years Mackenzie Sentinel Income Fund
2011 10 Years Mackenzie Sentinel Income Series A
2012 10 Years Mackenzie Sentinel Income Series A
Canadian Focused Equity 2010 1 Year Mackenzie Growth Fund
Canadian Neutral Balanced 2011 1 Year Mackenzie Sentinel Registered Strategic Income Srs A
Emerging Markets Equity 2011 1 Year Mackenzie Cundill Emerging Markets Value CI Srs A
European Equity 2009 1 Year Mackenzie Ivy European Class
2011 3 Years Mackenzie Ivy European Class Series A
2012 5 Years Mackenzie Ivy European Class Series A
Global Equity 2009 1 Year Mackenzie Foreign Equity Series A
2009 10 Years Mackenzie Cundill Value Fund
2010 10 Years Mackenzie Cundill Value Fund
2011 10 Years Mackenzie Cundill Value Series A
Global Equity Balanced 2009 1 Year Mackenzie Ivy Global Balanced Fund
2010 1 Year Mackenzie Cundill Global Balanced Fund Series C
Global Small/Mid Cap Equity 2010 1 Year Mackenzie Cundill Recovery Series C
2011 3 Years Quadrus US & International Specialty Corp Class
2011 5 Years Quadrus US & International Specialty Corp Class
2011 10 Years Mackenzie Cundill Recovery Series C
2012 5 Years Quardus US & Intl Specialty Corp Class Qdrs Srs
Health Care Equity 2008 1 Year Mackenzie Universal Health Sciences Class A
2008 3 Years Mackenzie Universal Health Sciences Class A
International Equity 2008 1 Year Mackenzie Universal International Stock Class A
Japanese Equity 2008 5 Years Mackenzie Focus Japan Class
2012 1 Year Mackenzie Focus Japan Class Series A
2012 3 Years Mackenzie Focus Japan Class Series A
Natural Resources Equity 2010 10 Years Mackenzie Universal Canadian Resource
North American Equity 2009 1 Year Mackenzie Ivy Enterprise Fund
2012 1 Year Mackenzie Ivy Enterprise Series A
2012 3 Years Mackenzie Ivy Enterprise Series A
2012 5 Years Mackenzie Ivy Enterprise Series A
Precious Metals Equity 2012 1 Year Mackenzie Precious Metals CI Srs A
US Small/Mid Cap Equity 2011 3 Years Mackenzie Universal US Emerging Growth Class A


Parent Company & affiliate companies


References

  1. ↑ Hoovers: Mackenzie Financial
  2. ↑ Company Profile
  3. ↑ Mackenzie Press Release September 2, 2011.
  4. ↑ Mackenzie Press Release April 23, 2013.
  5. ↑ 5.0 5.1 Canadian Investment Awards: Award Winners by Year
  6. ↑ Lipper Award Winners 2012
  7. ↑ Lipper Fund Award Winners 2011
  8. ↑ Lipper Award Winners 2010
  9. ↑ Lipper Award Winners 2009
  10. ↑ Lipper Award Winners 2008
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