Mawer Investment Management Ltd.

Name

Mawer Investment Management Ltd.

Legal name

Mawer Investment Management Ltd.

Website

https://mawer.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset Fund-of-Funds & Multi-Manager Allocation (FSAAAJAI)

akta.pro secondary industry

Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)

Keywords

• Investment management
• Asset management
• Mutual funds
• Wealth management
• Portfolio management

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Mutual Fund Management Fees: Mawer generates revenue through management fees charged on mutual fund assets under management. The firm offers multiple fund categories including equity funds, balanced funds, and income funds for individual investors, as well as institutional strategies.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels9 records

Core offering

Mawer Investment Management Ltd. is a Canadian investment management firm that manages and distributes a diversified suite of mutual funds and private equity funds spanning global, U.S., Canadian, emerging markets, EAFE, small-cap, balanced, and fixed income strategies. The firm also delivers bespoke investment management and wealth planning services to institutional investors (pension funds, endowments, foundations) and high net worth individuals and family offices across Canada, the United States, and Singapore.

Product overview

Mawer Investment Management Ltd. is a Canadian investment management firm offering a comprehensive suite of mutual funds spanning equity, balanced, and fixed income strategies. The product lineup includes 9 equity funds (International, Emerging Markets, U.S., EAFE Large Cap, U.S. Mid Cap, Canadian, Global, Global Small Cap, and New Canada Fund), 3 balanced funds (Global Balanced, Tax Effective Balanced, and Balanced), 4 income funds (Global Credit Opportunities, Short Term Bond, Canadian Bond, and Canadian Money Market), and 2 private equity offerings (Mawer Partners LP Fund and Mawer Private Equity Fund). The firm also provides wealth planning and investment management services for individual investors, family offices, and institutional clients. Supporting tools include the Portfolio Builder and Retirement Calculator, while research insights are delivered through the Mawer Quarterly and Extra Credit Newsletter publications.

Differentiator

Problem solved

Functional benefit

Products and services

• International Equity Fund Global and international equity strategy focusing on markets outside North America, targeting long-term capital growth through diversified international exposure for individual investors.
• Emerging Markets Equity Fund Equity strategy targeting emerging market economies, offering exposure to high-growth developing countries across Asia, Latin America, Africa, and Eastern Europe for individual investors.
• U.S. Equity Fund Large-cap U.S. equity strategy providing exposure to established American companies across sectors for individual investors.
• EAFE Large Cap Fund Large-cap equity strategy focusing on Europe, Australasia, and Far East developed markets for individual investors.
• U.S. Mid Cap Equity Fund Mid-cap U.S. equity strategy targeting medium-sized American companies with growth potential for individual investors.
• Canadian Equity Fund Domestic Canadian equity strategy investing in established and growing Canadian companies for individual investors.
• Global Equity Fund Worldwide equity strategy providing comprehensive global market exposure across all capitalization levels for individual investors.
• Global Small Cap Fund Small-cap equity strategy targeting smaller companies globally with potential for high growth for individual investors.
• Global Balanced Fund Multi-asset strategy combining global equities and fixed income for balanced growth and income for individual investors.
• Tax Effective Balanced Fund Tax-optimized balanced strategy designed to minimize tax impact while achieving growth objectives for individual investors.
• Balanced Fund Core balanced strategy mixing Canadian equities and fixed income for moderate risk individual investors.
• Global Credit Opportunities Fund Global fixed income strategy seeking opportunities across credit markets and maturities worldwide for individual investors.
• Short Term Bond Fund Short-duration bond strategy focusing on high-quality fixed income securities with lower interest rate sensitivity for individual investors.
• Canadian Bond Fund Canadian government and corporate bond strategy providing domestic fixed income exposure for individual investors.
• Canadian Money Market Fund Ultra-short duration fund investing in high-quality money market instruments for capital preservation for individual investors.
• Mawer Partners LP Fund Private equity fund-of-funds structure providing diversified private equity access for institutional and qualified investors.
• Mawer Private Equity Fund Direct private equity fund providing institutional investors access to private market investments.
• Private Wealth Services Bespoke investment management and wealth planning services for high net worth individuals and families, including investment management and personalized financial planning.
• Institutional Investors Service Investment management services for pension funds, endowments, foundations, and institutional clients in Canada and the U.S., provided through dedicated institutional portfolio managers and client services teams.
• Family Offices Service Specialized investment services tailored for single and multi-family offices, providing investment management aligned with their unique needs.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature4 records

Scale indicators2 records

Recent moves8 records

Expansion highlights5 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/mawer_invest
• YouTubeyoutube.com/c/MawerInvestmentManagementLtdCalgary
• LinkedInlinkedin.com/company/mawer-investment-management
• Instagraminstagram.com/mawerinvestmentmanagement

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mawer Investment Management Ltd.