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Balanced Strategies

Highlights

  • Actively managed, diversified portfolio of stocks, bonds and cash.
  • Combination of fundamental and quantitative bottom-up security selection.
  • Disciplined proprietary risk process.
  • Deep, stable teams with long track records.
  • ESG considerations integrated into the strategy.

Investment philosophy

  • Valuations underpin financial market pricing over longer-term time horizons.
  • The asset mix investment decision-making process is fundamental and intuitive in nature.
  • Active asset allocation adds value.
  • A structured and methodical approach to research will lead to better insights.

Investment process

  • Tactical asset allocation: Active asset allocation is an incremental source of added value to the overall portfolio along with alpha generation from fixed income, Canadian equities, global equities and alternative strategies.
  • Disciplined, conservative process: Views on the cyclical environment create an investment thesis that outlines what is expected from financial markets over the forecast horizon and serve as the basis for the forecasting, risk allocation and portfolio construction.
  • Importance of research: Research is undertaken to establish insights for current and future capital market conditions and is the foundation supporting a forecast.
  • Risk management: Active risks and their comparisons against risk parameters (i.e. constraints) are incorporated into the asset mix process.

Portfolio construction &
risk management

  • Portfolio asset mix weights reflect the forecasts and level of conviction for each forecast.
  • Transaction costs are incorporated into the investment decision in establishing best return/risk trade-off.
  • Each asset class component is managed by a team of specialists.
  • Risk budgeting, the identification and quantification of desired active risks, is assessed at the strategy level and at the total portfolio level.

Risk disclosure

  • Investors should be aware of the material risks of CC&L’s Balanced strategies, which may include, but are not limited to equity, fixed income, interest rate liquidity, market, performance and small company risk. For more information on the material risks of each investment strategy, please contact CC&L.

Our balanced strategies

CC&L Enhanced Balanced

Investment Objective

Generate returns equal to the return of the benchmark, 25% S&P/TSX Capped Composite Index + 35% MSCI ACWI Index (CAD) (net) + 40% FTSE Canada Universe Bond Index, plus 1.5% per annum over a market cycle.

Maximize long-term total return while managing investment risk relative to the benchmark.

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 more information about services available to you as a CC&L Investment Management client, please contact:

Phil Cotterill.

Phil Cotterill

Director & Portfolio Manager,
Head of Client Solutions

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Brent Wilkins.

Brent Wilkins

Senior Vice President,
Head of Institutional Sales, Canada

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John Ricketts.

John Ricketts

Senior Vice President, Co-Head of
Institutional Sales, USA

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Eric Hasenauer.

Eric Hasenauer

Senior Vice President, Co-Head of
Institutional Sales, USA

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Carlos Stelin.

Carlos Stelin

Director of Institutional Sales, Europe

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