London Life and Mackenzie Investments extend partnership by announcing a new innovative goals-based investing program and mutual fund family
LONDON, ON, Dec. 13, 2018 /CNW/ - In partnership with Mackenzie Investments, London Life is pleased to announce the launch of the London Life Constellation Managed Portfolios, an innovative goals-based managed asset program for Freedom 55 Financial advisors* and their clients.
Launching in select markets today, with a staggered national launch in 2019, this new program will align clients' investments with their financial priorities. Through a new and customer-focused digital tool, advisors will be able to:
- Help guide clients through the risk-assessment process and setup goal portfolios with an appropriate asset mix and funds
- Offer automated rebalancing for each goal
- Spend more time with customers and less time on the administration of their accounts
- Have a consolidated view of customers' household assets within the program
- Have access to real-time online reporting so clients can stay on-track with their financial goals
"We are excited to launch this unique and innovative program that will provide a personalized approach to investing," said Sam Sivarajan, Senior Vice-President, Wealth Solutions, Great-West Life, London Life and Canada Life. "Through Constellation, we are helping advisors redefine the way that they work with their clients to help them achieve their financial goals."
New mutual fund family – London Life Pathways
In addition to the new London Life Constellation Managed Portfolios, London Life and Mackenzie Investments also announced the launch of a new mutual fund family – the London Life Pathways Funds – which are offered exclusively through Quadrus Investment Services Ltd. These new mutual funds will focus on pure asset class mandates, helping advisors effectively build client portfolios and stay true to their asset allocation strategies in order to meet their clients' investment needs.
"Mackenzie Investments has enjoyed a strong and multi-faceted partnership with London Life for over 25 years," said Barry McInerney, President and CEO, Mackenzie Investments. "We are eager to once again work together and bring new offerings to market, helping Canadians realize their financial goals."
These funds will be managed by world-class institutional investment managers, three of which are exclusive to the London Life Pathways Funds, and will also form the building blocks for all of the London Life Constellation Managed Portfolios.
The following London Life Pathways Funds will be available through Quadrus Investment Services Limited:
Fund Name |
Portfolio Advisor |
London Life Pathways Money Market Fund |
Portico Investment Management |
London Life Pathways Core Bond Fund |
Portico Investment management |
London Life Pathways Canadian Equity Fund |
GWL Investment Management, a division of GLC |
London Life Pathways Canadian Concentrated |
Galibier Capital Management Ltd. |
London Life Pathways Core Plus Bond Fund |
Mackenzie Investments |
London Life Pathways Global Core Plus Bond Fund |
Mackenzie Investments |
London Life Pathways Global Multi Sector Bond Fund |
Brandywine Global Investment Management, |
London Life Pathways U.S. Concentrated Equity Fund |
Aristotle Capital Management Ltd. |
London Life Pathways U.S. Equity Fund |
Putnam Advisory Company, LLC |
London Life Pathways International Equity Fund |
Setanta Asset Management Ltd. |
London Life Pathways International Concentrated |
Pier 21 Asset Management Inc. and C Worldwide |
London Life Pathways Emerging Markets Large |
Mackenzie Investments |
London Life Pathways Emerging Markets Equity Fund |
Pier 21 Asset Management Inc. and Northcape |
London Life Pathways Global Tactical Fund |
Irish Life Investment Managers Limited |
About London Life Pathways Funds
London Life Pathways Funds is managed by Mackenzie Investments and distributed exclusively through Quadrus Investment Services Ltd.
About Quadrus Investments Services Ltd.
Quadrus Investment Services Ltd. is one of the largest mutual fund dealers in Canada. *Freedom 55 Financial advisors offer mutual funds through its affiliated mutual fund dealer, Quadrus Investment Services Ltd. Quadrus is a member of the Great-West Lifeco Inc. group of companies, which includes The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company. The London Life Pathways Funds is distributed exclusively through the Quadrus Investment Services Ltd.
About Mackenzie Investments
Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $136.4 billion in assets under management as of November 30, 2018, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with $155.2 billion in total assets under management as of November 30, 2018.
About London Life Insurance Company
At London Life, we're focused on improving the financial, physical and mental well-being of Canadians. We provide financial security solutions for any stage of life through an array of products including individual insurance, wealth management and retirement planning and savings. Since 1874, our customers across Canada have trusted us to provide for their financial security needs and to deliver on the promises we have made. Together with our subsidiaries Great-West Life and Canada Life, we serve the financial security needs of 13 million people across Canada. To learn more, visit londonlife.com.
SOURCE Mackenzie Financial Corporation
Liz Kulyk, Director, Media and Public Affairs, London Life, 204-926-5012, [email protected]; Court Elliott, VP, Communications, Mackenzie Investments, 647.938.3548, [email protected]
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