Welcome to the new Mackenzie Institute

Your destination for the latest insights, analysis, tools and resources designed to help construct portfolios and build your business

What's New

White paper PDF

The benefits of private equity replication

This paper develops and then analyzes an approach to creating liquid private equity.

Insight PDF

Simple but not easy

Ome Saidi looks at the Global Equity & Income Team’s investment process

Portfolio Performance

Perspectives Article

2020: A year in review

Our ETF experts share their top investor takeaway as a year in review:

Perspective Article

Effective asset allocation with a single, low cost solution

Prerna Chandak looks at how single ticket ETF solutions are being used for diversification and risk management.

Insight PDF

The Symmetry Desk: 2020 US Presidential Election

Paul Taylor, Portfolio Manager, Mackenzie Multi-Asset Strategies Team shares an update on the US economic and market implications of the election.

White Paper PDF

Understanding context to uncover opportunity: Investing in China

Despite China's contribution to the global economy, its stock market contributes to less than 4% of the MSCI All Country World Index.

Client Materials

Insight PDF

Why you need global dividends in your portfolio

See how the Mackenzie Global Dividend Fund can provide durable growth over time.

eBook PDF

2020 year-end tax strategies you need to know

See how new and existing tax changes can effectively reduce your clients’ 2020 tax bill.

Insight PDF

2020 Tax Facts

A breakdown of combined federal and provincial marginal rates, by province for the tax year 2020.

Infographic PDF

The new retirement reality

Share our new infographic that helps illustrate a new approach for retirement planning.

Business Building

Building Your Business

In this section you can find toolkits to help you understand business-building strategies and implement them into your own practice.

Building Client Relationships

Your business relies on communicating and building trust with your clients. In this section you will find toolkits to help you build strong relationships with clients through any stage of life.

Building Yourself

Whether you're leading a team or your clients, it's important to build the skills necessary to create an impact. In this section you will find the tools to build your leadership skills.

Education

Mackenzie's Continuing Education Centre

Your source for continuing education credits.

Tools and Resources

Harness the power of Precision Analytics

Canada’s universe of mutual funds and ETFs can be overwhelming. Precision Analytics’ unbiased insights and analysis empower you build portfolios with confidence.

Retirement Illustrator Tool

Use this illustrator to show your clients how combining portfolio building blocks can help to provide the income, growth and risk mitigation they are looking for.

Mackenzie Express

Discover the current issue of Express, including the latest fund performance, key insights and economic reports.

Events

Mackenzie Events

Browse our selection of live and on-demand webcasts and other events.