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Mackenzie Investments: Selects Bloomberg to automate ETF management

Mackenzie Investments: Selects Bloomberg to automate ETF management

  • Mackenzie Investments is a leading investment management firm providing investment advisory
  • Also uses Bloomberg AIM, a leading order management solution, to support its portfolio management workflows
  • Through its use of PORT Enterprise, the company has been able to optimize the management of its ETF workflows
  • Pleased with PORT Enterprise’s accuracy and its ability to help us minimize trade-errors
  • By working with a technology partner like Bloomberg, we’ve been able to continue to provide advisors
  • Bloomberg AIM is a leading order management system (OMS), used by nearly 15,000 professionals at over 900 client firms in over 90 countries
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Laura M
Laura M
Laura is a financial reporter, editor, and researcher with a particular interest in fintech innovation, capital markets, and the evolving global banking landscape.

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