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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 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
Connecting needs
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Engage

 
 
 
 
 
 
 
 
 
 
 
 
 

ResponsibleInvesting-Banner-Engage

CC&L’s fundamental equity and fixed income teams engage with the management teams of the companies in their investment universe as part of their research processes. When possible, the teams will exert their influence on management either as result of their relationship or from an investor’s position.

The fundamental equity portfolio managers regularly meet with management teams of the companies they invest. The team reviews strategic and operational objectives, including ESG issues, and establishes milestones with each company’s management team at least once a year.

The fixed income team also meets with company management teams. During these meetings, the credit team engages management on a number of environmental, social and corporate governance questions to seek clarification as well as express their own views on topical subjects.

CC&L’s Stewardship and Engagement team works closely with CC&L’s portfolio managers to better focus engagement activity by becoming more proactive and more systematic in areas that are important to CC&L and our clients.

In addition to the engagement activities described above, CC&L is an active member of the Canadian Coalition for Good Governance (CCGG). CC&L works closely with other CCGG members to engage with Canadian companies on various governance issues. CC&L’s President and CIO, Martin Gerber, is a member of the CCGG Board of Directors.

View our Stewardship and Engagement Policy

Contact us

Vancouver

604-685-2020

Toronto

416-862-2020

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