 | |
| Formerly | Mawer & Associates |
|---|---|
| Company type | Private |
| Industry | Investment Management |
| Founded | 1974 |
| Founder |
|
| Headquarters | , Canada |
Key people |
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| AUM | CA$90.4 billion (September 2024) |
Number of employees | 280+ (2024) |
| Website | www |
Mawer Investment Management (Mawer) is a Canadian investment management firm headquartered in Calgary, Alberta. It acts as a subadvisor for Manulife Investment Management.
In 1974, stockbroker Charles Mawer founded the company originally as Mawer & Associates. The firm focused on looking after money for high-net-worth individuals and pension funds in the form of investment funds. [1] [2]
In 1995, Charles Mawer retired from his role running the firm. [1]
2005 Manulife Investment Management selected Mawer to manage its investment funds in a subadvisory capacity. [2] [3]
In November 2018, Mawer hired Bank of Nova Scotia to explore options such as a sale. This came at a time when other Canadian asset management firms were being acquired. However, in December, Mawer decided to remain independent. [4] [5]
The firm's philosophy is to buy strong, growing companies at cheap prices. It has been noted for charging low management fees compared to its peers. [2] Due to lower commissions, financial advisers have avoided selling Mawer funds. The partnership between Mawer and Manulife have allowed more generous and less visible compensation structures for funds. [6]
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.
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