Sustainable, Responsible and Impact Investing

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

The investment spectrum ranges from Traditional Investing, where primary emphasis is on competitive returns to Philanthropy where social and environmental needs outweigh return considerations. In between is the range of investments, such as Thematic and Impact Investing which considers both SRI factors and competitive returns.

THEMATIC

Investment in themes or assets specifically related to what they do or build.

› Mackenzie Global Environmental Equity Fund
 
 

 

Learn more: Greenchip Financial: The team behind the fund

IMPACT

Investments that seek to optimize social or environmental needs first.

› Mackenzie Global Women’s Leadership Fund
› Mackenzie Global Leadership Impact ETF
› Mackenzie Global Sustainability and Impact Balanced Fund

 

Learn more about the Gender Leadership Advantage with Impax Asset Management

71% of Canadian investors said that it’s important for financial advisors to offer socially responsible investments to build strong client relationships.*

 

35% of Canadian advisors said that SRI funds will be a growing part of their practices in the next 3-5 years.*

Mackenzie Investments Podcast Series

In the latest edition, Portfolio Manager, John Cook, discusses the importance of investing in the environment and breaks down many acronyms within the ESG and SRI space.

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Can energy companies be SRI compliant?

Meredith Block, Head ESG analyst at Rockefeller, shares the criteria that guide the investment selection strategy in a sector facing disruption.

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Building partnerships and portfolios

Meredith Block, Head ESG analyst at Rockefeller, explains how they engage with holdings to help them become best-in-class performers.

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ESG. The pillars. The process.

Meredith Block, Head ESG analyst at Rockefeller, introduces the process and the four pillars that Rockefeller focuses on when considering a holding for their portfolio.

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

*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.