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Who We Are
About Us An overview of our organization
History Historical time line of CC&L Investment Management
People Team structure, personnel and biographies
Corporate Brochure Access our corporate brochure
CC&L in the Community CC&L’s involvement with charitable and professional organizations
Affiliated Companies Access our affiliates
What We Do
Expertise Information about our experience and capabilities
Investment Approach Our approach to investment management, research, opportunities and risk
Investment Strategies Details about the investment services we offer
Client Services Our approach and commitment to servicing our clients
Responsible Investing Our approach to Responsible Investing
Our Strategies
Investment Strategies Access detailed information on our full range of strategies
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Balanced Strategies

CC&L's balanced philosophy rests on a disciplined, clearly defined approach to active management, which is centered on analyzing and quantifying opportunities that exist in the financial markets and in each asset class.

The distinctive features of CC&L's balanced strategies are:

  • Achieving investment objectives: CC&L strives to meet clients’ investment objectives by employing a disciplined tactical asset allocation process, active security selection within the constituent asset classes and a robust risk management system.
  • Team with depth and experience in the balanced arena:  CC&L has been managing balanced fund mandates for institutional investors for over 30 years.
  • Active asset allocation: CC&L’s Asset Mix Team matches the client’s needs and preferences with the investment risk and return trade-offs that are expected to exist in the capital markets.
  • Disciplined proprietary risk process: Sophisticated risk management techniques are used to determine the optimal mix and to ensure the construction of the most efficient portfolios on a risk-adjusted basis relative to specific client constraints and objectives.

For summary information on our Balanced solutions please download: CC&L's Balanced Profile.

For detailed information on our Balanced Strategies, please select from the list on the left.

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