CC&L Group Q
Investment objective
- Generate returns equal to the return of the benchmark, MSCI ACWI Index (CAD) (net), plus 2.0% per annum over a market cycle.
- Maximize long-term total return while prudently managing investment risk relative to the benchmark.
Highlights
- Diversified Global and Canadian Equity Strategies managed within a proprietary quantitative return, risk and portfolio construction framework.
- Fully integrated global model employing systematic evaluation of countries, industries and stocks using a broad array of proprietary indicators.
- Universe covering approximately 18,000 stocks spanning 23 developed and 27 emerging markets.
- ESG considerations integrated into the strategy.
Investment philosophy
- Multiple sources of added value based on the systematic evaluation of company fundamentals as well as opportunities created by mispricings.
- The investment process must be rigorous, objective and applied with consistency and discipline.
- Research must be driven by a strong synergistic relationship between three key elements: investment fundamentals, quantitative theory and empirical evidence.
Investment process
- Continuous quantitative evaluation of fundamentals across stocks, industries and countries.
- Proprietary return forecasts assess investment fundamentals and the opportunities created when prices do not reflect these fundamentals.
- Proprietary risk model assesses systematic influences and stock-specific characteristics and events.
- Portfolio construction seeks to optimize risk and return with consideration of transaction costs.
- Daily evaluation and portfolio rebalancing ensures portfolios respond to new fundamental and pricing information on a timely basis.
- Strict position limits.
Our group retirement solutions
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
Director & Portfolio Manager,
Head of Client Solutions
Tel: +1 (604) 685-2020
Email: [email protected]
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Tel: +1 (416) 364-5396
Email: [email protected]
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
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