Alternatives education centre

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Understanding alternatives

Alternative investments don’t need to be complicated. We take a deep dive into how they work and why they are an important part of a modern, diversified portfolio.

Private markets education

Once the exclusive domain of institutional investors, private markets are now more accessible than ever. Find out how they fit into your clients’ portfolios.

Liquid alternatives

Not all alternative investments restrict liquidity. Discover how liquid alternative funds provide exposure to non-traditional assets and strategies without sacrificing access to capital.

Events

IN PERSON

Fall Due Diligence

Our cross-Canada event series is coming to a location near you.

In a global environment marked by uncertainty, clarity is key. Join us at Mackenzie’s Fall Due Diligence to engage directly with our investment experts as they share their insights and portfolio strategies.

Understanding alternatives

Insight

What are alternative investments?

A brief overview outlining the assets and strategies that are classed as alternative investments.

Insight

What are alternative strategies?

The non-conventional methods for managing assets, including shorting and leverage.

Insight

What are alternative assets?

Descriptions and explanations of alt assets, such as commodities, currencies and real estate.

Private markets education

Insight

The real reasons private assets exhibit lower volatility

Hint: valuation frequency matters – but the real story goes much deeper

Insight

How the illiquidity premium can enhance portfolios

Discover the advantages of the illiquidity premium, which offers the potential for higher returns by investing in private assets.

Insight

Canadian-domiciled private market funds

Canadian investors seeking private market exposure have, at times, faced a difficult choice: accept the tax and reporting complexity of US or offshore structures, or forgo access altogether.

Insight

The long-term wealth advantage of private markets

The inherent illiquidity of private markets investments enables investors to benefit from the power of compounding. 

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Liquid alternatives

Insight

What are liquid alternatives?

How liquid alts mutual funds and ETFs are designed so as to be easily bought and sold.

Insight

How are absolute return strategies built to deliver in rising and falling markets?

How absolute return funds and relative trading are designed to thrive during volatile markets.

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Alpha extension: an innovative approach to core equities

An alpha extension strategy offers the flexibility to capture more alpha potential from both long and short positions without significantly deviating from the risk parameters of traditional mandates.

Insight

How do liquid alternatives apply leverage and shorting

Find out how liquid alternative strategies are implemented within a mutual fund structure, without restricting access to capital.

Discover Mackenzie’s Accessible Alternatives

Find out about Mackenzie’s suite of alternatives and how we’re making them available to more investors.

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

Not intended to constitute an offer of units of Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund, Mackenzie Northleaf Private Credit Interval Fund or Mackenzie Northleaf Global Private Equity Fund. The information above regarding Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund and Mackenzie Northleaf Global Private Equity Fund is qualified in its entirety by reference to the applicable Offering Memorandum. Units of Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund and Mackenzie Northleaf Global Private Equity Fund are generally only available to “accredited investors” (as defined in NI 45-106). The Mackenzie Northleaf Private Credit Interval Fund is available to all retail investors under a simplified prospectus.