Mackenzie Asset Allocation Team | Mackenzie Investments

Mackenzie Asset Allocation Team

Latest Insights

Quarterly commentary

Q3 2017 Commentary

September 30, 2017

More commentary

Video commentary

Why Canadian Stocks May Outperform US on Value

May 9, 2017

More videos

Philosophy & Process

The Mackenzie Asset Allocation Team seeks to generate optimal returns and mitigate risk for investors through a pension-style approach to portfolio asset management.  We seek to build optimal long-term, strategic asset mixes for each portfolio based on investor risk tolerance. When appropriate, we will tactically tilt the portfolios to take advantage of asset mispricings or to changing market conditions. We also manage daily cash flows and currency exposures and perform portfolio rebalancing to help ensure asset class allocations remain within targets. Our disciplined risk budgeting investment approach to asset allocation is designed to ensure a long-term focus on strong relative returns for each given level of volatility. Portfolios risk is continually monitored both on an absolute and relative basis (in terms of absolute volatility and volatility compared to the relevant peer group), emphasizing the generation of consistent risk-adjusted returns and seeking to preserve capital through changing market environments.

Portfolio Managers

Alain Bergeron, CFA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Asset Allocation Team

Investment experience since 2000

Todd Mattina, Ph.D

Chief Economist and Strategist

Mackenzie Asset Allocation Team

Investment experience since 1995

Andrea Hallett, CFA

Vice President, Portfolio Manager

Mackenzie Asset Allocation Team

Investment experience since 1998

Nelson Arruda, CFA

Vice President, Portfolio Manager

Mackenzie Asset Allocation Team

Investment experience since 2009

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

The use of the term or phrase “pension style investing” (“phrase”) should not be misconstrued as a claim of compliance with the Pension Benefits Standards Act of Canada. The phrase used in respect of Mackenzie Investments’ Symmetry Portfolios refers to its selective use of pools. Pools are simply separate accounts, or mandates, in which portfolio managers are provided with guidelines that complement other mandates within a larger long-term portfolio. In the case of Symmetry Portfolios, Mackenzie Asset Allocation Team ask portfolio managers to invest within specific guidelines exclusively for Symmetry Portfolios. Examples of Symmetry Portfolio guidelines may be: no cash held in a portfolio; Canadian equity securities only; utilize a consistent value bias and a threshold on market cap.