Mackenzie's SRI Solutions | Mackenzie Investments

Mackenzie's SRI Solutions

Invest with Impact

Sustainable, Responsible and Impact Investing (SRI) lets you align your investments with your values.

Mackenzie’s SRI approach considers environmental, social and governance (ESG) factors in our investment analysis and decision-making. These factors may include climate change, human rights practices and the diversity of a company’s executive leadership.

Our objective is to give investors opportunities to invest with impact. Mackenzie’s SRI solutions are designed to generate long-term competitive returns while supporting positive environmental, social and governance changes.

SRI - what exactly is it?

Watch our quick video that explains what SRI is and how it can fit into an investment strategy.

Everything You Need To Know

63% of Canadian investors said socially responsible investments will become more important to their portfolios.*
INSIGHTS FOR A CHANGING WORLD. LEARN MORE.

The Funds

Mackenzie offers two new SRI solutions for investors
who want to align their investments with their values.

Mackenzie Global Sustainability and Impact Balanced Fund

The Fund integrates ESG factors while trying to generate competitive risk-adjusted returns and supporting societal and environmental change.

Co-managed by the Mackenzie Fixed Income Team and Rockefeller & Company.

Mackenzie Global Leadership Impact Fund

The fund focuses on providing long-term capital growth while promoting the representation of women in positions of leadership within public companies, including executive management and on boards of directors.

Managed by sub-advisor Pax Ellevate Management LLC.

Our new Funds are opportunities for sustainable, responsible, and impact investing.

TALK TO YOUR FINANCIAL ADVISOR ABOUT
INVESTING WITH IMPACT WITH MACKENZIE SRI SOLUTIONS.

Companies with a higher percentage of female leadership achieved a 36% higher ROE.**
INSIGHTS FOR A CHANGING WORLD. LEARN MORE.

*A survey of 412 Canadian advisors was completed online between June 20 and July 12, 2017 using Environics’ Advisor Research panel. A probability sample of the same size would yield a margin of error of +/- 4.8%, 19 times out of 20. A survey of 1247 Canadians 18 – 75 years old, who have an investment portfolio or plans to begin investing in the near future was completed online between June 27 and July 11, 2017. A probability sample of the same size would yield a margin of error of +/- 2.8%, 19 times out of 20.

**Source: MSCI, Women on Boards: Global trends in Gender Diversity on Corporate Boards, November 2015