Production / Operations
IGM FINANCIAL INC. ANNOUNCES SEPTEMBER 2025 ASSETS UNDER MANAGEMENT & ADVISEMENT AND NET FLOWS
IGM · Price
Executive Summary
- IGM Financial reported record‑high total assets under management and advisement (AUM&A) of $302.6 billion as of September 30 2025, up 14.2% year‑over‑year.
- Consolidated net inflows for September 2025 were $838 million, reversing a $192 million outflow in the same month last year.
- All three core segments (IG Wealth Management, Mackenzie Investments, and IGM Financial overall) posted strong net sales and gross flow growth versus both the prior month and prior year.
Key Details
- Total AUM&A: $302.6 billion (Sept 2025) vs. $264.9 billion (Sept 2024).
- Net Inflows – Consolidated: $838 million in September 2025 vs. net outflow of $192 million in Sept 2024.
- IG Wealth Management
- Assets under advisement: $155.9 billion (up from $151.0 billion month‑over‑month).
- Investment fund net sales: $191 million (vs. $12 million in Sept 2024).
- Total net inflows: $159 million (vs. $69 million in Sept 2024).
- Gross inflows/sales: $1.3 billion / $1.4 billion – strongest September results to date.
- Mackenzie Investments
- Assets under management: $239.5 billion (up from $231.5 billion month‑over‑month).
- Investment fund net sales: $205 million (vs. redemptions of $131 million in Sept 2024).
- Total net sales: $679 million (vs. redemptions of $261 million in Sept 2024).
- IGM Financial (Consolidated)
- Assets under management & advisement: $302.6 billion (up from $292.6 billion month‑over‑month).
- Investment fund net sales: $395.6 million (vs. redemptions of $261 million in Sept 2024).
- Net Flow Breakdown (September 2025)
- Mutual fund net sales: $191.1 million (IGWM) / $127.0 million (Mackenzie).
- ETF net creations: $268.6 million (both segments).
- Institutional SMA net sales: $474.3 million (Mackenzie).
- Managed asset net sales: $869.9 million total.
- Gross Flow Breakdown
- Mutual fund gross sales: $2,184.1 million total.
- Dealer gross inflows: $1,287.1 million total.
- Quarter‑to‑Date (QTD) 2025 Averages – Highlights include IG Wealth Management AUA of $150.5 billion and Mackenzie Investments total assets under management of $230.7 billion.
- Notable Operational Event: During September 2025, Mackenzie onboarded an institutional mandate worth $532 million.
Notable Quotes
(No direct quotes were provided in the release.)
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