“Mackenzie Investments”的意思、由来-开放百科全书

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Mackenzie Investments

释义

History
Mackenzie Investments in the Community
Parent Company & affiliate companies
References

{{Multiple issues|{{COI|date=January 2018}}{{Tone|date=August 2009}}
}}{{Infobox company
| name = Mackenzie Investments
| logo = Mackenzie Investments logo.svg
| type = Private (subsidiary of IGM Financial Inc.)
| parent = IGM Financial Inc.
| founded = 1967
| founder = Alex Christ
| location_city = Toronto, Ontario, Canada
| locations = Vancouver, BC
Montreal, QC
Calgary, AB
| key_people = Barry McInerney (President & CEO)
Tony Elavia (Executive VP & Chief Investment Officer)
Geoff Creighton (Senior VP, General Counsel and Secretary & Chief Compliance officer for IGM Financial Inc.)
Brian Gooding (Executive VP, Head of Distribution)
Luke Gould (Senior VP and CFO)
David Faassen (Senior VP, Marketing)
Michael Schnitman (Senior VP, Product)
| industry = Financial Services
| products = Mutual funds
Group Plans
Structured Products
Private Client Program
Segregated Funds
Managed Asset Programs
other Investment Products
| num_employees = 1,000 ^[1]
| homepage = www.mackenzieinvestments.com
}}

Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. With $64.4 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors.^[2] Mackenzie Investments is a member of the IGM Financial Inc. ({{TSX2|IGM}}) group of companies. IGM Financial is one of Canada's largest financial services companies by assets with over $141 billion in total assets under management. (Note: All figures as of June 30, 2014)

History

1967 - Mackenzie Investments was founded by Alex Christ
1967 - Mackenzie Investments created company's first mutual fund, the Industrial Growth Fund (later renamed Mackenzie Growth Fund)
1973 - Mackenzie Investments went public with a listing on the TSX
1977 - Mackenzie Investments bought a stake in Universal Group of Funds
1992 - Mackenzie Investments acquired Ivy Management Inc
1993 - Mackenzie Investments acquired the balance of Universal Group of Funds
1998 - Mackenzie Investments acquired Cundill Funds Inc
2001 - Mackenzie Investments was acquired by Investors Group to create IGM Financial
2006 - Mackenzie Investments acquires Cundill Investment Research Ltd. and its affiliates (The Cundill Group)
2008 - Mackenzie Investments acquired Howson Tattersall Investment Counsel and the Saxon Group of Mutual Funds
2011 - Mackenzie Investments announces that it has reached an agreement with B2B Trust, a subsidiary of Laurentian Bank under which B2B Trust will acquire the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) The transaction is expected to close in November 2011 subject to applicable regulatory notifications and approvals.^[3]
2012 - Mackenzie Investments completes the sale of the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) to B2B Trust, a subsidiary of Laurentian Bank
2013 - Mackenzie Investments announced a proposal to simplify and restructure its product offering through the renaming and merger of several funds as well as the amendment of investment objectives for additional funds. Further, several fund brands will be eliminated.^[4]

Mackenzie Investments in the Community

The Mackenzie Investments Charitable Foundation was established in 1999, funded with an endowed gift of $2.3 million from Mackenzie Investments. The Foundation is an employee-driven, non-profit organization that coordinates community giving and donation activities on behalf of the Mackenzie Group of Companies. The Foundation is funded by donations from Mackenzie Investments' employees, clients and the Corporation.^[5]

Parent Company & affiliate companies

References

1. ^Hoovers: Mackenzie Financial
2. ^Company Profile
3. ^Mackenzie Press Release September 2, 2011.
4. ^Mackenzie Press Release April 23, 2013.
5. ^{{cite web|website=http://www.mackenzieinvestments.com/en/pub/about/community/index.shtml}}

4 : Companies based in Toronto|Companies established in 1967|Investment management companies of Canada|1967 establishments in Ontario

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