Real impact. Real sustainable investing.

Good investments can also do good.

Innovation that brings
real change

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Real sustainable investing
made simple

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Pioneering teams
with real conviction

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The Travel Show: Planet Earth

This week on the travel show, we visit planet Earth. Home to seven billion homo sapiens, and abundant wildlife.

The reality is the planet needs our help. 

Our world is facing unprecedented challenges

Climate change, poverty, systemic racism and inequality are huge issues identified by the United Nations, which we can all play a part in helping to resolve.

 
700M+

More than 700 million people live in poverty1

 
1 in 3

One in three women have experienced sexual or physical abuse2

 
CO2

CO2 emissions have more than doubled since 19903

 
Climate Change

Climate change is considered the greatest threat to global security4

 
40%

Water scarcity affects more than 40% of the population5

 
3B+

Three billion people don’t have access to clean cooking fuels and technologies6

The time to act is now

2020 call to action

The COVID-19 pandemic and the Black Lives Matter movement brought social and environmental issues to the forefront. 

Investors interested in climate change

Seventy-five per cent of investors are interested in discussing responsible investing with their advisor, yet only 28% of them are having those conversations. 7

 

Investing sustainably doesn’t mean sacrificing returns

Sustainable investments typically outperform traditional investments. 9 Morningstar estimates that investment in sustainable funds and ETFs grew by an impressive 67% in 2020. 8

Making sustainable investing a reality

The gap between the number of investors who hold sustainable investments and those who are interested in them is far too wide.  That’s why we’re on a mission to make it easy for institutions, advisors and investors to integrate these solutions into their portfolios.

We aspire to create a more invested world, sustainably. As a leading Canadian asset manager, we focus on protecting and creating value for our stakeholders – our clients, our employees, our shareholders, our communities and our planet by building sustainability into Mackenzie’s culture, corporate practices, and investment decisions we make.

Innovation that brings real change

We believe innovation is at the heart of sustainable investing. Our solutions are designed to bring about real change, whether it’s in promoting better ESG practices, playing a part in the fight against global warming with innovative green technologies, or bringing about a more equal and inclusive workplace.

Real sustainable investing made simple

The growing number of sustainable investing products available to Canadians can be overwhelming. Our goals are to simplify sustainable investing and be transparent regarding the companies we invest in, while offering solutions that focus on a variety of causes and values that interest investors.

Pioneering teams with real conviction

Our teams include pioneers who have decades of experience in sustainable investing, putting us in a better position to measure a business’s sustainability, earnings, and risk and return potential. We believe that more diverse companies tend to have improved business practices and deliver superior returns.

Leading the way

Corporate responsibility

Committed to inclusivity, diversity, climate change action, better corporate governance, charitable initiatives.

Green initiatives

Our Green Committee and the initiatives we’ve introduced to reduce our carbon footprint.

Our communities

We are recognized as a Caring Company by Imagine Canada, due to our Charitable Foundation and Charitable Giving Program.

Our sustainable solutions

We deliver solutions for each of the categories in the sustainable investing spectrum :

 
Responsible investing

All Mackenzie Funds and ETFs are covered by Mackenzie’s responsible investing policy

Screen > Integrate > Engage

Our investment teams

Sustainable investing Centre of Excellence

Our sustainable investing team and principles

Established in 2020 to develop sustainable investing products, ESG research and advocacy, and corporate stewardship.

Learn more

Sustainable investing education

Why sustainable investing, why now:  Insights and courses to make sustainable investing easier to understand

Sustainable Investing Explained

ESG breakdown and the history of sustainable investing.

Our principles and designing an ESG reflective product shel‪f‬‬‬‬‬‬‬‬

Fate Saghir, head of sustainable investing, discusses how to design a product shelf to incorporate ESG factors and why Europe is ahead of most of the world within this space.

Sustainable investing - fad or forever: Client infographic

Busting myths around sustainable investing.

CE accredited courses

You can learn more about sustainable investing by taking our CE accredited course.

Sustainable investing in the news

Get the latest news and information about Mackenzie investments.

Paving the way for the great energy transition

John Cook, portfolio manager of the Mackenzie Global Environmental Equity Fund, discusses how the pandemic has shaped the future of renewable energy.

Partnerships

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    • PRI: Principles for Responsible Investment (PRI) is a United Nations-supported international network of investors working together to promote the incorporation of environmental, social, and corporate governance factors (ESG) into investment decision-making. Mackenzie is a signatory of the PRI and improved its strategy and governance scores to A in 2020.

    • RIA: The Responsible Investment Association (RIA) is Canada’s industry association for responsible investment. Mackenzie is an RIA member and was a founding signatory to the Diversity and Inclusion Investor Statement in 2020.

    • Sustainable Development Goals: The Sustainable Development Goals (SDGs) are a collection of 17 interlinked global goals designed to be a "blueprint to achieve a better and more sustainable future for all". The SDGs were set in 2015 by the United Nations General Assembly and are intended to be achieved by the year 2030. Mackenzie directly contributes to a number of SGD’s:
          - SDG1: No Poverty;
          - SDG5: Gender Equity;
          - SDG13: Climate Action;
          - SDG16: Peace, Justice and Strong Institutions;
          - SDG17: Partnerships for the Goals.

    • BlackNorth Initiative: Led by The Canadian Council of Business Leaders Against Anti-Black Systemic Racism, The BlackNorth Initiative is on a mission to end anti-Black systemic racism. All IGM companies have signed the BlackNorth Initiative Pledge to help end systemic racism against Black people. In addition, Barry McInerney, CEO of Mackenzie, joined the BlackNorth Board of Directors and supports the Philanthropic Committee. Mackenzie is committed to the targets associated with the BlackNorth Initiative. 

    • CDP: The CDP (formerly Carbon Disclosure Project) is an international non-profit organization that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impact. IGM has been included in CDP’s prestigious global “A List” for its leading efforts to combat climate change.

    • Ceres: Ceres Investor Network members engage in and collaborate on environmental, social and governance issues to advance leading investment practices, corporate engagement strategies and policy solutions through working groups and shared learning opportunities, such as webinars and events. Ceres works with investors specifically to better manage carbon, water and supply chain risks, and ramp up global investments in clean energy and sustainable food and water systems. Mackenzie is a member of the Ceres Investor Network.

    • TCFD: The Financial Stability Board created the Task Force on Climate-related Financial Disclosures (TCFD) to improve and increase reporting of climate-related financial information. Mackenzie, with its parent company IGM Financial, supports the recommendations of the TCFD.

    • Climate Action 100+: Climate Action 100+ is an investor-led initiative to ensure the world's largest corporate greenhouse gas emitters take necessary action on climate change. Mackenzie is an investor signatory of Climate Action 100+ and participates in its collaborative engagements.

    • CCGG: Representing the interests of institutional investors, the Canadian Coalition for Good Governance (CCGG) promotes good governance practices in Canadian public companies and the improvement of the regulatory environment to best align the interests of boards and management with those of their shareholders, and to promote the efficiency and effectiveness of the Canadian capital markets. Mackenzie is a member of the CCGG, with representation on the members’ Public Policy Committee.

    •  Women’s Empowerment Principles: The Women's Empowerment Principles (WEP) offer guidance for businesses looking to empower women in the workplace, marketplace and community. The Principles emphasize the business case for corporate action to promote gender equality and women's empowerment. These are informed by real-life business practices and input from around the globe. Mackenzie is a signatory of the WEP. 

Talk to your financial advisor to learn more about sustainable investing and how Mackenzie’s sustainable investing products could fit into your portfolio.

Sources:

1.      UNDP: Sustainable Development Goals – Poverty

2.      UNDP: Sustainable Development Goals – Gender Equality

3.      UNDP: Sustainable Development Goals – Climate Change

4.      UN Chronicles – The Greatest Threat To Global Security

5.      UNDP: Sustainable Development Goals – Water and Sanitation

6.      UNDP: Sustainable Development Goals – Energy

7.     Responsible Investment Association, “2020 RIA Investor Opinion Survey”

8.     Morningstar Canadian ESG Investing Soars in 2020

9.     Morningstar Direct. MSCI ESG Leaders Index in Canada, Europe, Japan, and the Emerging Markets outperformed their respective regional indexes in 2020, by ~5%, ~3%, ~2%, and ~2%, respectively

10.    Mackenzie research conducted by independent firm – Phase 5; based on the responses of 324 financial advisors in Canada, 2020



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