Comprehensive array
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
Fundamental
Quantitative
Balanced
Alternative
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 Core Plus Fixed Income
A core fixed income portfolio of investment-grade securities with a “plus” component consisting of credit focused absolute return. This strategy permits a higher weighting in corporate bonds.
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 Corporate Bond
A portfolio that holds a diverse mix of primarily high quality fixed income securities within the Canadian corporate universe, with greater focus on absolute returns and more freedom to deviate from the benchmark.
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.
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.
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 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.
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.
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.
For additional information on Connor, Clark & Lunn Investment Management, please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Eric Hasenauer
Senior Vice President, Co-Head of
Institutional Sales, USA
John Ricketts
Senior Vice President, Co-Head of
Institutional Sales, USA
Phil Cotterill
Director & Portfolio Manager,
Head of Client Solutions
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Connor, Clark & Lunn Investment Management (CC&L) website may contain hyperlinks to websites operated by parties other than CC&L. Such hyperlinks are provided for your reference only. CC&L does not control such websites and is not responsible for their contents. The inclusion by CC&L of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
CC&L Investment Management Ltd.
September 8th, 2022