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About Us An overview of our organization
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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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CC&L Ultra Long Bond

Investment Objective

  • Generate returns equal to the return of the benchmark, FTSE TMX Canada 20+ Strip Bond Index, over a market cycle.

Highlights

  • Diversified portfolio of high quality Canadian government bonds with terms generally exceeding 20 years.
  • Complements existing fixed income allocations to extend duration positioning in a liability-driven framework.
  • 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.
  • Risk management is fundamentally based and supported by quantitative tools.

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.

Portfolio Construction & Risk Management

  • Portfolio construction focused on sovereign and sub-sovereign debt.
  • Proprietary factor based risk model provides a granular estimate of all risks and are 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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