CC&L Financial Group
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About Us
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What We Do
Expertise
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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 Core Plus 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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Fixed Income
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CC&L Long Bond
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Overview
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CC&L Long Bond
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 Core Plus 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 Objective
Generate returns equal to the return of the benchmark, FTSE Canada Long Term Overall Bond Index, plus 0.50% per annum over a market cycle.
Maximize long-term total return while prudently managing investment risk relative to the benchmark.
Highlights
Well defined, portable, fundamentally based process with multiple sources of added value.
Proprietary risk modeling incorporating both risk and return in assessing opportunities.
Responsive credit process based on spread forecast.
Proven team based approach enhanced by unique skills and insights from other CC&L teams.
ESG considerations integrated into the strategy.
Investment Philosophy
Economic fundamentals drive markets.
Better decisions result when the evaluation of fundamental information is validated through research that proves the link between the data and movements in the market.
Research should be conducted continuously in order to allow the process to evolve with capital markets.
Process diversification yields positive risk-adjusted relative returns.
Risk management is fundamentally based and supported by quantitative tools.
Investment Process
Top-down, fundamentally based approach:
In-depth macro-economically driven analysis that follows a disciplined research process resulting in interest rate and sector exposures.
Robust risk management:
Proprietary fundamental process supported by quantitative tools requiring an ongoing dedicated research effort.
Comprehensive credit analysis:
Top-down industry analysis and a bottom-up company research that incorporates factors such as operating factors, financial profile and quality of management.
Responsive security selection:
Spread forecast continuously updated for a wide universe of industries and companies.
Portfolio Construction & Risk Management
Portfolio construction divided into three broad areas: domestic and foreign interest rate forecast, sector allocation and security selection.
Proprietary factor based risk model provides a granular estimate of all risks across different sources of return which are then aggregated into a measure of overall portfolio risk.
Dedicated trading experts are solely focused on identifying the best implementation strategy.
Robust controls measure and monitor active risk for every client, every day.
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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