Operating Platform

Connor, Clark & Lunn Financial Group delivers all of the non-investment management functions to each business affiliate. The organizational strength allowed by this centralization of resources enables all affiliates to benefit from deep, high quality operational support.

By bringing scale and expertise to the delivery of non-investments management functions, our partners can focus on the activities they do best—providing advice and making investment decisions to create value for their clients.

The following functions are centralized within Connor, Clark & Lunn Financial Group for the support of all affiliate businesses:

Business Management—Governance, strategic planning and execution of new business initiatives, business capitalization, management and oversight of operations.

Sales and Marketing—Brand management, market assessment and positioning, sales by geographic territory, communications, sales support.

Client Administration—Portfolio administration, performance measurement and attribution, pooled funds, client reporting.

Information Systems—Network support, applications development.

Compliance Support—Registrations, contracts and legal support, regulatory developments.

Corporate Administration—Corporate accounting, treasury management, facilities, Human Resources.