Connor, Clark & Lunn Investment Management logo.Connor, Clark & Lunn Investment Management logo.

Comprehensive array
of investment solutions

As one of Canada’s leading institutional money managers, Connor, Clark
& Lunn Investment Management’s goal is to surpass each client’s
expectations by engineering customized portfolios that are designed to
fulfill each client’s objectives and constraints.

 

We offer a full range of balanced, Canadian and global equity, fixed income as well as
alternative investment solutions through separate accounts or pooled funds.

Fixed Income

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Fundamental

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Quantitative

Balanced

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Alternative

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Fixed Income

CC&L Money Market

A portfolio that holds primarily cash and short-term Canadian debt securities and provides a higher return than cash and capital preservation.

CC&L Short Term Bond

A portfolio that holds short-term debt securities with the potential for higher returns versus money market or cash in low interest rate environments.

CC&L Core Bond

A portfolio that holds a diverse mix of high quality fixed income securities primarily within the Canadian universe.

CC&L Universe Bond Alpha Plus

A fixed income focused-portfolio that is enhanced by a combination of fundamental and quantitative market neutral processes that are well diversified and uncorrelated. A synthetic allocation to the fixed income market allows additional returns to be achieved through an allocation to the CC&L Multi-Strategy Fund.

CC&L Long Bond

A portfolio that holds a diverse mix of high quality fixed income securities primarily within the Canadian long-term universe.

CC&L Long Bond Alpha Plus

A long-term fixed income focused-portfolio that is enhanced by a combination of fundamental and quantitative market neutral processes that are well diversified and uncorrelated. A synthetic allocation to the fixed income market allows additional returns to be achieved through an allocation to the CC&L Multi-Strategy Fund.

CC&L Ultra Long Bond

A diversified portfolio of high quality Canadian government bonds with terms generally exceeding 20 years, that complements existing fixed income allocations to extend duration positioning in a liability-driven framework.

CC&L High Yield Bond

A portfolio that holds primarily high yield bonds within the US corporate universe and is suitable for de-risking strategies as an alternative to equity.

CC&L Alternative Income

A diversified fixed income portfolio that invests in primarily corporate credit securities (both long and short) and seeks to generate returns independent of interest rate and credit market direction.

Fundamental Equity

CC&L Fundamental Canadian Equity

All-cap, Canadian strategy with 2% added value target above S&P/TSX Composite over long-term.

CC&L Small Cap Canadian Equity

Small-cap, Canadian strategy with 3% added value target over benchmark throughout market cycle.

CC&L Equity Income & Growth Plus

Low volatility, income oriented equity strategy with strong long-term growth; 80% Canada and 20% US Securities.

CC&L Combined Equity

A diversified Canadian equity portfolio that leverages complementary investment strategies (fundamental and systematic).

Quantitative Equity

CC&L Q Canadian Equity Core

Generate returns equal to the return of the benchmark, S&P/TSX Composite Index, plus 2% per annum over a market cycle.

CC&L Q Canadian Equity Growth

Generate returns equal to the return of the benchmark, S&P/TSX Composite Index, plus 2% per annum over a market cycle.

CC&L Q International Equity

Generate returns equal to the return of the benchmark, MSCI ACWI ex USA Index (CAD) (net), plus 2.5% per annum over a market cycle.

CC&L Q International Small Cap Equity

Generate returns equal to the return of the benchmark, MSCI ACWI ex USA Small Cap Index (CAD) (net) plus 3.0% per annum over a market cycle.

CC&L Q Global Equity

Generate returns equal to the return of the benchmark, MSCI ACWI Index (CAD) (net), plus 2.0% per annum over a market cycle.

CC&L Q Global Small Cap Equity

Generate returns equal to the return of the benchmark, MSCI ACWI ex USA Small Cap Index (CAD) (net) plus 3.0% per annum over a market cycle.

CC&L Q Emerging Markets Equity

Generate returns equal to the return of the benchmark, MSCI Emerging Markets Index (CAD) (net), plus 3% per annum over a market cycle.

CC&L Q Canadian Equity Extension

Generate returns equal to the return of the benchmark, S&P/TSX Composite Index, plus 3.5% per annum over a market cycle.

CC&L Q US Equity Extension

Generate returns equal to the return of the benchmark, S&P 500 Index (Net 15%) (CAD), plus 2.0% per annum over a market cycle.

CC&L Q Global Equity Extension

Generate returns equal to the return of the benchmark, MSCI ACWI Index (CAD) (net), plus 3.5% per annum over a market cycle.

Balanced

CC&L Enhanced Balanced

An actively managed, diversified portfolio of stocks, bonds and cash that combines fundamental and quantitative bottom-up security selection, as well as additional returns through the inclusion of high-yield bonds and through exposure to different market neutral strategies. ESG considerations are integrated in the underlying strategies.

Alternative

CC&L Market Neutral

Small-cap, market neutral strategy with target risk and return objective of 6-8% over market cycle

CC&L Q Global Equity Market Neutral

The investment objective is to provide a return between 6% and 10% with a target volatility between 6% and 10% per annum over a market cycle and to provide returns that have a low correlation with the equity markets.

CC&L Q Canadian Equity Extension

Generate returns equal to the return of the benchmark, S&P/TSX Composite Index, plus 3.5% per annum over a market cycle.

CC&L Q US Equity Extension

Generate returns equal to the return of the benchmark, S&P 500 Index (Net 15%) (CAD), plus 2.0% per annum over a market cycle.

CC&L Q Global Equity Extension

Generate returns equal to the return of the benchmark, MSCI ACWI Index (CAD) (net), plus 3.5% per annum over a market cycle.

CC&L Multi-Strategy

A well-diversified portfolio that invests in complementary market neutral strategies including Q Global Equity Market Neutral, Fundamental Equity Market Neutral, and Fixed Income Absolute Return.

CC&L All Strategies

A well-diversified portfolio that has Global Market Exposure (Beta) and invests in three distinct market neutral strategies (Alpha) including Q Global Equity Market Neutral, Fundamental Equity Market Neutral, and Fixed Income Absolute Return.

CC&L Alternative Income

A diversified fixed income portfolio that invests in primarily corporate credit securities (both long and short) and seeks to generate returns independent of interest rate and credit market direction.

Investment Objectives Disclosure

 

The Strategy’s investment objectives are targets only. Actual performance may differ materially,
including due to market or economic factors, portfolio management decisions, modelling error,
or other reasons. In determining the added value targets, CC&L may consider the Strategy’s performance
during historical periods, the level of estimated risk over a market cycle as well as the parameters used in
the Strategy’s portfolio construction process.

Insights