Navigate the world of alternatives, accessibly

Alternatives education centre

The benefits of alternatives

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Constructing modern portfolios with alternatives

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Accessing private markets

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Mackenzie is on a mission to make alternatives education accessible. Here, you’ll find curated resources, easily digestible content and multimedia learning, all designed with your needs in mind.

Understanding alternatives

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Insight PDf

What are alternative investments?

A brief overview outlining the assets and strategies that are classed as alternative investments.

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What are alternative strategies?

The non-conventional methods for managing assets, including shorting and leverage.

CE Course: Why alternatives?

An in-depth explainer of alts and why we believe they should be an essential component of every portfolio.

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CE Course: Understanding alts and compliance

What you need to know about the unique compliance issues that come with alt investments.

The benefits of alternatives

Video

What should investors know about alternatives?

Mackenzie’s Michael Schnitman and CAIA’s Bill Kelly discuss alts’ potential to provide truer diversification, lower drawdown risk, less volatility and higher risk adjusted returns.

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Insight PDf

How can liquid alternatives help increase stability and risk-adjusted returns?

The ways alts can reduce the negative impact of market volatility and potentially improve performance.

 

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How do liquid alternatives bring portfolio diversification?

Discover how alts can be used with the aim of delivering higher returns, reduced volatility or preservation of capital.

 

Insight PDf

How are absolute return strategies built to deliver in rising and falling markets?

How absolute return funds and relative trading are designed to thrive during volatile markets.

Constructing modern portfolios with alternatives

Podcast

How could alternative asset classes benefit your overall investment experience?

Mackenzie Portfolio Manager Matthew Cardillo, CFA discusses maximizing return over risk and minimizing correlation.

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Infographic

How does your portfolio compare to CPP?

See how the Canada Pension Plan incorporates alternatives into its portfolio.

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Article

Why should you consider having a 10–20% allocation to alternatives in your portfolio?

Why we recommend a meaningful exposure to alternative assets/strategies and private markets.

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Insight PDf

How do liquid alternatives apply leverage and shorting?

Strategies where borrowed money and declining securities can bring superior returns.

Accessing private markets

Video

What might be missing from your portfolio?

In this video, Michael Schnitman discusses how retirement portfolios have changed, and why investors may be missing a very important piece.

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Infographic

How big are private markets?

Compare the number of private equity-backed companies with publicly traded companies. 

Video

What do you need to know about private market trends?

In part one of a two-part series on private markets, CAIA’s Bill Kelly discusses his outlook for private markets, and why he expects enormous growth in private equities and credit.

 

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Understanding the interval fund

Interval funds offer retail investors access to a mix of liquid and illiquid investments. They are available for purchase at specified intervals, typically monthly.

Discover Mackenzie’s Accessible Alternatives

Find out about Mackenzie’s suite of alternatives and how we’re making them available to more investors.

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

Not intended to constitute an offer of units of Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund, Mackenzie Northleaf Private Credit Interval Fund or Mackenzie Northleaf Global Private Equity Fund. The information above regarding Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund and Mackenzie Northleaf Global Private Equity Fund is qualified in its entirety by reference to the applicable Offering Memorandum. Units of Mackenzie Northleaf Private Credit Fund, Mackenzie Northleaf Private Infrastructure Fund and Mackenzie Northleaf Global Private Equity Fund are generally only available to “accredited investors” (as defined in NI 45-106). The Mackenzie Northleaf Private Credit Interval Fund is available to all retail investors under a simplified prospectus.