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
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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
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 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 Canadian Equity Extension
CC&L Q US 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
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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Quantitative Equity
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CC&L Q International Equity
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Overview
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CC&L Q International 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 Alpha Plus
CC&L Long Bond Alpha Plus
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 Canadian Equity Extension
CC&L Q US 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
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, MSCI ACWI ex-USA Index (CAD) (net), plus 3% per annum over a market cycle.
Maximize long-term total return while prudently managing investment risk relative to the benchmark.
Highlights
Diversified international equity exposure managed within a proprietary quantitative return, risk and portfolio construction framework.
Fully integrated global model employing systematic evaluation of countries, industries and stocks using a broad array of fundamental indicators.
Universe covering approximately 14,000 stocks spanning 47 countries including 24 emerging markets.
Investment Philosophy
A portfolio of companies exhibiting steady growth and attractive valuations is expected to deliver strong investment returns over the long term.
The investment process must be rigorous, objective and applied with consistency and discipline.
Research must be driven by a strong synergistic relationship between three key elements: investment fundamentals, quantitative theory and empirical evidence.
Investment Process
Continuous quantitative evaluation of fundamentals across stocks, industries and countries.
Proprietary return forecasts assess investment fundamentals and the opportunities created when these fundamentals change.
Proprietary risk model assesses systematic influences and stock-specific characteristics and events.
Portfolio construction seeks to optimize risk and return with consideration of transaction costs.
Daily evaluation and portfolio rebalancing ensures portfolios respond to new fundamental and pricing information on a timely basis.
Strict position limits.
Contact us
Vancouver
604-685-2020
Toronto
416-862-2020
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