Portfolio Construction

Portfolio construction is more than just building better portfolios. It’s about increasing the likelihood that your clients’ investment outcomes match their goals. 

+ Understanding investor needs

You understand your clients’ unique needs, and combined with Mackenzie’s portfolio construction tools and services, we can help you design investment strategies that deliver better client outcomes.

+ Proven, world-class solutions

• Our multi-boutique shelf of core and niche investment solutions has you covered in any market condition.

• Our multi-asset solutions enable you to efficiently deliver robust, diversified portfolios with sophisticated risk management to your clients.

+ Constructing optimized portfolios

Our wide range of tools and solutions help you construct effective portfolios:

• Building blocks: Create customized portfolios using our individual strategies.

• Mackenzie Portfolio Construction Service: Partner with us to develop a personalized, independent review or your portfolio models.

• “Precision” analysis tool: Transform data into insights by comparing Mackenzie and third-party funds with greater accuracy. Build sample client portfolios and create custom reports.

Precision

Powered by Mackenzie

Access Precision to research and compare Canadian mutual funds and ETFs and build client portfolios.

View our funds

Explore which of our funds are suitable for your clients.

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.

Portfolio construction is more than just building better portfolios. It’s about increasing the likelihood that your investment outcomes match your goals. 

+ Understanding investor needs

Your advisor understands your unique needs, and combined with Mackenzie’s portfolio construction tools and services, together we can help design investment strategies that deliver better outcomes for you.

+ Proven, world-class solutions

• Our multi-boutique shelf of core and niche investment solutions has you covered in any market condition.
• Our multi-asset solutions deliver robust, diversified portfolios with sophisticated risk management. 

View our funds

Explore which of our funds are suitable for your clients.

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.