February 28, 2017 10:02 AM ET

Capital Markets

Company Overview of Mackenzie Financial Corporation

Company Overview

Mackenzie Financial Corporation is a privately owned investment manager. The firm primarily provides its services to pooled investment vehicles. It also caters to corporations, high net worth individuals, banking and thrift institutions, investment companies, pension and profit sharing plans, other investment advisers, and insurance companies and charitable organizations. It manages separate client focused equity, fixed income, and balanced portfolios. It manages equity, fixed income, and balanced mutual funds, segregated funds, pooled funds, pension funds, and labor sponsored funds for its clients. The firm invests in the public equity and fixed income markets across the globe. For its equi...

180 Queen Street West

Toronto, ON M5V 3K1

Canada

Founded in 1967

Phone:

416-922-2188

Fax:

416-922-7062

Key Executives for Mackenzie Financial Corporation

Chief Executive Officer and President
Senior Vice-President of Finance and Chief Financial Officer
Chief Financial Officer of Funds and Vice President of Fund Administration
Executive Vice President and Chief Investment Officer
Age: 60
Head of Distribution and Executive Vice President
Compensation as of Fiscal Year 2016.

Mackenzie Financial Corporation Key Developments

Mackenzie Investments Enhances Suite of Smart Beta ETFs and Mutual Funds

Mackenzie Financial Corporation (Mackenzie Investments) announced the launch of an Emerging Markets Exchange Traded Fund (ETF) and mutual fund product based on the award-winning TOBAM investment process that offer investors enhanced diversification solutions. The launch expands the suite of smart beta ETFs and mutual funds managed by TOBAM. The new ETF and mutual fund give investors a wider access to regional options with the potential to reduce risk concentration, and market bias, and improve risk-adjusted returns in emerging markets securities. In partnership with TOBAM and Mackenzie Investments offers a proven methodology designed to protect portfolios from structural bias and unmanaged risks often found in cap-weighted indices.

China Asset Management Co., Ltd., IGM Financial Inc., Mackenzie Financial Corporation, Power Corporation of Canada - M&A Call

To discuss agreement of Mackenzie Financial Corporation to acquire an additional 3.9% interest in China Asset Management Co., Ltd.; and also to consider agreement entered into by Power Corporation of Canada to acquire an additional 3.9% interest in China Asset Management Co., Ltd.

Mackenzie Mulls To Increase Stake In China Asset Management

Mackenzie Financial Corporation plans to acquire additional stake in China Asset Management Co., Ltd. Mackenzie has signed an agreement to acquire a 10% stake in China Asset Management. In addition, Mackenzie will also increase its equity position by an additional 3.9% in January 2017 through another acquisition.

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Recent Private Companies Transactions

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Date
Target
Merger/Acquisition
December 30, 2016
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December 29, 2016
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August 11, 2016
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