Chief Investment Officer, Fixed Income & Multi-Asset Strategies
Steve Locke, Senior Vice President, Investment Management is Chief Investment Officer (CIO) of Fixed Income and Multi-Asset Strategies, in addition to co-lead of the Fixed Income Team for Mackenzie Investments. Steve oversees approximately 40 investment professionals involved in the day-to-day management of all institutional and retail fixed income and multi-asset mandates at Mackenzie Investments. As CIO, Steve is responsible for more than $60 billion in fixed income expertise and $23 billion in multi-asset capabilities. Steve is also Chair of Mackenzie’s Global Investment Committee, which oversees global investment strategy recommendations across the organization. Steve began his investment career in 1994 as a bond trader and credit analyst, with these roles encompassing rates and credit trading, and fundamental corporate credit analysis for public and private debt. In 1998, Steve took a role as an associate portfolio manager, with management responsibilities covering pension, retail and balance sheet mandates. In 2003, Steve joined Howson Tattersall Investment Counsel (HTIC) as a portfolio manager, managing both retail and institutional fixed income portfolios, and in 2005 Steve became head of the fixed income team at HTIC. Steve came to Mackenzie through the acquisition of HTIC in 2008, and he was appointed Head of the Fixed Income Team in 2010. In 2021, Steve was appointed to his current role as CIO of fixed income and multi-asset strategies.
Steve is a CFA charter holder, and earned a Bachelor of Arts degree in economics from York University, and an MBA degree from the Schulich School of Business.