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Multi-Asset Strategies Team
Strategies under management
Mackenzie Multi-Strategy Absolute Return
Mackenzie Currency
Mackenzie Global Equity Risk Premia
Philosophy and process
The Mackenzie Multi-Asset Strategies Team believes in the importance of delivering attractive returns without taking undue risk. Their experience, technology and approach are similar to those found in leading, world-class pension plans. This means that risk management is present at every step of a highly disciplined investment process that fights for every basis point. To help attain repeatable results, the Team utilizes a systematic decision-making process, based on years of accumulated research and driven by sound investment insights and strong economic foundations. This assists with the identification of attractive investment opportunities and better diversification of exposures in terms of factors, assets, geographies and strategies.
Portfolio Managers
Nelson Arruda, MFin., MSc., CFA
Nelson Arruda, Senior Vice-President, is a Portfolio Manager and Lead of the Mackenzie Multi-Asset Strategies Team.
Nelson has experience in investment research and portfolio management of multi-asset strategies, including equities, foreign exchange, sovereign debt and commodities. Prior to joining Mackenzie in 2017, Nelson spent seven years at the Canada Pension Plan Investment Board where he performed various roles, including head portfolio manager of the active commodities portfolio, covering energy, agriculture and metals.
Nelson has Bachelor of Science and Master of Science degrees in computer science from the University of Toronto and also graduated from the Rotman School of Business with a Master of Finance. He is a CFA charterholder.
Andrea Hallett, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Multi-Asset Strategies Team and is co-manager for Mackenzie Investments' multi-managed funds and strategic asset allocation programs.
Andrea’s career in the investment industry began in 1998. She has been with Mackenzie Investments since 2002. Prior to joining Mackenzie Investments, Andrea held several roles with increasing responsibilities within the investment department at a large Canadian mutual fund company. At that company, her responsibilities included overseeing external portfolio managers, as well as managing a strategic asset allocation program.
Andrea has an honours degree in Commerce from McMaster University. She is also a CFA charterholder.
Paul Taylor, Vice President, Investment Management, joined the Mackenzie Multi-Asset Strategies Team in October 2019 and is a Portfolio Manager and a member of Mackenzie’s Global Investment Committee.
Paul has significant investment experience in the areas of multi-asset allocation, Canadian equity management, and manager evaluation, selection and oversight. Prior to joining Mackenzie, he worked for 14 years at a major Canadian bank as Chief Investment Officer, where his responsibilities included making tactical asset allocation decisions across institutional, high net worth and retail lines of businesses and leading large teams of investment professionals, which included equity, bond and asset allocation managers.
Paul earned an MBA at the Smith School of Business at Queen’s University and holds a BA (Economics) from the University of Western Ontario. He is also a CFA charterholder.
Michael Kapler is a Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. He manages factor-based equity pools for the Multi-Asset Strategies Team.
Michael joined Mackenzie in 2016. Previously, he spent 10 years involved in quant equity portfolio construction at various hedge funds and financial institutions. His investment experience includes equity factor investing, alternative strategies, asset allocation and risk management.
Michael has a Bachelor of Science (Economics and Computer Science) degree and a Master's of Mathematical Finance from the University of Toronto. He is also a CFA charterholder.