CC&L Financial Group
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About Us
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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
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 Portable Alpha
CC&L Long Bond Portable Alpha
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 US Equity
CC&L Q International Equity
CC&L Q Global Equity
CC&L Q Emerging Markets Equity
CC&L Q Equity Extension
Balanced
Our approach to managing balanced solutions and the investment strategies we offer
CC&L Balanced
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 Market Neutral
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 Group Q Global Equity
Our Strategies
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Investment Strategies
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Fixed Income
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CC&L Short Term Bond
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Overview
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CC&L Short Term 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 Portable Alpha
CC&L Long Bond Portable Alpha
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 US Equity
CC&L Q International Equity
CC&L Q Global Equity
CC&L Q Emerging Markets Equity
CC&L Q Equity Extension
Balanced
CC&L Balanced
CC&L Enhanced Balanced
Alternative
CC&L Market Neutral
CC&L Q Global Equity Market Neutral
CC&L Multi-Strategy Market Neutral
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 Group Q Global Equity
Overview
More Information
Investment Objective
Maximize long-term total return while protecting the capital value from major market fluctuations.
Generate returns equal to or greater than the return of the benchmark FTSE TMX Short Term Overall Index plus 0.40% 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
Responsive credit process based on spread forecast
Proven team based approach enhanced by unique skills and insights from other CC&L teams
Potential for higher returns versus money market or cash in low interest rate environments
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.
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 is 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 every active risk for every client, every day.
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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