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

Video

What are futures contracts?

Take a deep dive into futures contracts with our step-by-step explanation of long and short positions, futures prices and foreign currency hedges, and their potential benefits to investors.

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Insight PDf

What are alternative investments?

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

 

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

Why the democratization of alts?

Mackenzie’s CEO Barry McInerney explains why we were the first Canadian asset manager to make liquid alts available to individual investors.

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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.

 

Article PDf

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 makes private credit so attractive?

Northleaf Managing Director David Ross discusses private credit’s historical yields, low volatility and downside protection.

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Infographic

How big are private markets?

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

Podcast

How does the private credit process work?

David Ross discusses all things private credit, including what he looks for in private businesses. 

Guide PDf

Your guide to investing in private credit

A deeper dive into what it is, how it works and how it could potentially enhance your clients’ portfolios.

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 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. 

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.

This material is not intended to constitute an offer of units of Mackenzie Northleaf Private Credit Fund or Mackenzie Northleaf Private Infrastructure Fund (the “Mackenzie Northleaf Funds”). The information contained herein is qualified in its entirety by reference to the Offering Memorandum of each Mackenzie Northleaf Fund. Units of the Mackenzie Northleaf Funds are generally only available to “accredited investors” (as defined in NI 45-106)".