Portfolio Construction

Stay up-to-date with the latest insights on asset classes, products and investment ideas to ensure that your clients' portfolios are well positioned for the current market environment.

Fixed Income

Product Guide PDF

Modeling Mackenzie’s fixed income funds

Rethink how fixed income assets can be combined in a portfolio to help maximize its risk and return characteristics.

Brochure PDF

Mackenzie fixed income strategies

See how our actively managed fixed income ETFs provide a new way to navigate fixed income markets.

Brochure PDF

Mackenzie fixed income capabilities

Learn more about our fixed income capabilities, investment philosophy, expertise and strategies.

Insight PDF

Short duration fixed income solutions

See the benefits of actively managed short duration investments and how they can be used in client portfolios.


Fixed Income Portfolio Statistics


White paper PDF

The benefits of private equity replication

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

White Paper PDF

Investing in China

Understand context to uncover opportunity in China's equity markets.

White Paper PDF

Using small-cap equities in portfolios

Our Portfolio Construction team outlines the unique opportunity that small-cap equities provide.

Insight PDF

Finding opportunities with US mid-caps

Learn how the Mackenzie Growth Team seeks out innovative companies unrecognized growth potential.

Insight PDF

Index investing with a difference

Learn about the benefits of TOBAM's Maximum Diversification methodology and which products use it.

White Paper PDF

Global Equities: The case for compounders

See why a “compounder” approach has the potential to deliver enduring returns with global equities.


White Paper PDF

Correlation vs. beta: What is the difference?

Learn how correlation and beta can help you judge the diversification potential of a new investment.

White Paper PDF

Liquid alternatives: What can they do for a portfolio?

See the three key benefits liquid alternatives can bring when added to traditional portfolios.

White Paper PDF

Implementing a portable alpha strategy

Learn how to implement portable alpha in multi-asset portfolios.

White Paper PDF

Liquid alternative: How do they do it?

Learn how liquid alternative funds could provide return enhancement, risk management, and income.

White Paper PDF

Liquid alternative: How much to invest?

Read how multi-asset portfolios use both passive index strategies and active alpha strategies.


Balanced Portfolio Statistics