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.