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London Life and Mackenzie Investments announce goals-based investing program and new mutual fund family

By The IJ Staff | December 13 2018 01:30PM

London Life, in partnership with Mackenzie Investments, has announced the launch of the London Life Constellation Managed Portfolios, a goals-based managed asset program. The companies also announced the launch of a new mutual fund family.

The London Life Constellation Managed Portfolios program was launched Dec. 13 in select markets. A staggered national launch is planned for 2019. The program aims to align clients' investments with their financial priorities.

Through a 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 and offer automated rebalancing for each goal.

London Life says the program will enable advisors to “spend more time with customers and less time on the administration of their accounts”.

"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 and Mackenzie Investments have also introduced a new mutual fund family – the London Life Pathways Funds. These funds, offered exclusively through Quadrus Investment Services, will focus on pure asset class mandates.

"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 to bring original offerings to market, helping Canadians realize their financial goals."

The funds, three of which are exclusive to the London Life Pathways Funds, 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 Asset Management Group Ltd.

London Life Pathways Canadian Concentrated Equity Fund

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, LLC

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 Equity Fund

Pier 21 Asset Management Inc. and C Worldwide Asset Management

London Life Pathways Emerging Markets Large Cap Equity Fund

Mackenzie Investments

London Life Pathways Emerging Markets Equity Fund

Pier 21 Asset Management Inc. and Northcape Capital Pty. Ltd.

London Life Pathways Global Tactical Fund

Irish Life Investment Managers Limited

 

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