Connor, Clark & Lunn Investment Management home
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
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CC&L Money Market

Investment Objective

  • Maximize current income while preserving the capital value and maintaining adequate liquidity.
  • Generate returns equal to the return of the FTSE TMX Canada 91 Day TBill Index over rolling four-year periods.

Highlights

  • Well defined, portable, fundamentally based process with multiple sources of added value
  • Proprietary risk modeling incorporating both risk and return in assessing opportunities
  • Proven team-based approach enhanced by unique skills and insights from other CC&L teams.

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 superior risk-adjusted returns.

Investment Process

  • Top-down, fundamentally based approach: In-depth macro-economically driven analysis validated by 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 emphasizes the design of an optimal risk/reward structure within the context of a predefined risk budget.
  • The team looks to add value in three broad areas: interest rate forecast, sector allocation and security selection.
  • In our risk budgeting process which is both fundamental and qualitative, we determine which strategies have the greatest opportunity and set a target risk for each.
  • Once the decision is made in respect of purchase/sale candidates, the portfolio construction team seeks out opportunities to capitalize on price differences between the securities of a given issuer.

Contact us

Vancouver

604-685-2020

Toronto

416-862-2020

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