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
Team structure, personnel and biographies
Corporate Brochure
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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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Group Retirement
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CC&L Group Q Global Equity
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Overview
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CC&L Group Q Global Equity
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 by investing in a diversified portfolio of equity securities.
Generate returns equal to or greater
than the return of the benchmark MSCI ACWI Index (CAD) (net) plus 2.5% over rolling four-year periods.
Highlights
Developed and emerging markets covering 12,000 stocks
Integrated global investment framework
Disciplined and objective investment process
Proprietary risk model and portfolio construction process
Deep, stable and experienced management team
Investment Philosophy
Philosophy is based on sound fundamental investment principles.
Informational and behavioural inefficiencies can be exploited within equity markets.
Investment process is rigorous, objective and applied with consistency and discipline.
Investment opportunities are dynamically assessed across countries, industries and stocks on a daily basis.
Risk management reduces the potential negative impact of unexpected market volatility.
A significant commitment to the ongoing research and development enhances the process.
Investment Process
Quantitative process:
Disciplined, risk-controlled investment approach.
Fundamental ranking system:
Evaluation of investment opportunities based on key investment themes, assessment of financial statements, analyst estimates, stock price and trading information.
Evaluation of full investment universe:
continuous evaluation of all opportunities in the investment universe
Integrated global framework:
Investment opportunities assessed across countries, industries and stocks on a daily basis
Proprietary industry classifications:
All stocks grouped into industry sectors, custom classifications provide appropriate peer comparisons, better investment decisions
Disciplined risk management process:
Stock, sector and country exposures as well as overall portfolio risk are managed using state of the art risk management techniques
Ongoing research:
Markets are in constant evolution, significant commitment to the ongoing enhancement of investment process and quantitative investment techniques
Portfolio Construction & Risk Management
Stock positions are determined using a proprietary portfolio construction process.
Daily optimization ensures that portfolios profit from new opportunities as they arise.
Transactions costs are explicitly factored into investment decision-making.
Proprietary factor-based risk model generates daily risk forecasts.
Portfolio is optimized relative to client specific benchmarks.
There are explicit position limits; portfolio is well diversified.
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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