CC&L Financial Group
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Who We Are
About Us
An overview of our organization
History
Historical time line of CC&L Investment Management
People
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CC&L in the Community
CC&L’s involvement with charitable and professional organizations
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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
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Our Strategies
Investment Strategies
Access detailed information on our full range of strategies
Fixed Income
Our approach to managing fixed income and the investment strategies we offer
CC&L Money Market
CC&L Short Term Bond
CC&L Core Bond
CC&L Long Bond
CC&L Corporate Bond
CC&L High Yield Bond
CC&L Universe Bond Alpha Plus
CC&L Long Bond Alpha Plus
CC&L Total Return Bond
CC&L Ultra Long Bond
Fundamental Equity
Our fundamental approach to managing equities and the investment strategies we offer
CC&L Fundamental Canadian Equity
CC&L Small Cap Canadian Equity
CC&L Equity Income & Growth Plus
Quantitative Equity
Our quantitative approach to managing equities and the investment strategies we offer
CC&L Q Canadian Equity Core
CC&L Q Canadian Equity Growth
CC&L Q International Equity
CC&L Q Global Equity
CC&L Q Emerging Markets Equity
CC&L Q Canadian Equity Extension
CC&L Q US Equity Extension
Balanced
Our approach to managing balanced solutions and the investment strategies we offer
CC&L Enhanced Balanced
Alternative
Our approach to managing alternative strategies and the investment strategies we offer
CC&L Market Neutral
CC&L Q Global Equity Market Neutral
CC&L Multi-Strategy
CC&L All Strategies
Group Retirement
CC&L Group Balanced
CC&L Group Canadian Equity
CC&L Group Canadian Q Growth
CC&L Group Fundamental Canadian Equity
CC&L Group Bond
CC&L Group Income and Growth
CC&L Q Group Global Equity
Our Strategies
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Investment Strategies
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Balanced
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CC&L Enhanced Balanced
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Overview
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CC&L Enhanced Balanced
Investment Strategies
Fixed Income
CC&L Money Market
CC&L Short Term Bond
CC&L Core Bond
CC&L Long Bond
CC&L Corporate Bond
CC&L High Yield Bond
CC&L Universe Bond Alpha Plus
CC&L Long Bond Alpha Plus
CC&L Total Return Bond
CC&L Ultra Long Bond
Fundamental Equity
CC&L Fundamental Canadian Equity
CC&L Small Cap Canadian Equity
CC&L Equity Income & Growth Plus
Quantitative Equity
CC&L Q Canadian Equity Core
CC&L Q Canadian Equity Growth
CC&L Q International Equity
CC&L Q Global Equity
CC&L Q Emerging Markets Equity
CC&L Q Canadian Equity Extension
CC&L Q US Equity Extension
Balanced
CC&L Enhanced Balanced
Alternative
CC&L Market Neutral
CC&L Q Global Equity Market Neutral
CC&L Multi-Strategy
CC&L All Strategies
Group Retirement
CC&L Group Balanced
CC&L Group Canadian Equity
CC&L Group Canadian Q Growth
CC&L Group Fundamental Canadian Equity
CC&L Group Bond
CC&L Group Income and Growth
CC&L Q Group Global Equity
Overview
More Information
Investment Objectives
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.
Highlights
Actively managed, diversified portfolio of stocks, bonds and cash.
Substantial research effort invested in the asset mix decision process.
Combination of fundamental and quantitative bottom-up security selection.
Additional returns through the inclusion of high-yield bonds.
Additional return through exposure to different market neutral strategies.
Deep, stable teams with long track records.
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.
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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