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Discipline In Action

See how a wealth of thinking benefits clients through our disciplined approach to investing, portfolio management and helping clients understand how their investment strategy can support their financial future.

Innovative investments to meet your needs

Our clients’ situations constantly evolve, as do financial markets. When changing conditions make it more challenging to deliver returns, clients benefit from our decades of experience in the capital markets and our resources and expertise to steward their wealth using traditional and alternative investments.

We provide clients with access to alternative asset classes that are typically available only to pension funds and other institutional investors.

Our clients’ desired outcomes drive the innovation of our investment range—we add new asset classes only when it makes sense for our clients’ diversified multi-asset class portfolios. We draw on our institutional roots and, over time, we have provided clients with access to an investment line-up that includes traditional stocks and bonds, as well as alternative asset classes—hedge strategies, commercial real estate, infrastructure and private loans—that typically have been available only to pension funds and other institutional investors. When incorporated into a balanced portfolio, alternative investments can improve diversification and enhance returns compared to a traditional portfolio.

Together, we will create your custom portfolio using our many investment styles and strategies. Affiliated, independent, specialist teams from within Connor, Clark & Lunn Financial Group manage each asset class, adhering to their own focused investment process. This ensures consistency over time and diversification by region, style and sector. In addition, you will have the flexibility to also adopt a responsible investing approach that is right for you—as a signatory to the United Nations supported Principles for Responsible Investment, we integrate environmental, social and governance (ESG) considerations into the heart of our investment process and asset ownership policies and practices.

Comparison of our balanced mandate in 1997 and 2019*

 

 * Asset class breakdown for CC&L Private Capital balanced mandate as of March 1, 1997 and June 30, 2019

 

Want to learn more?

To find out about how our innovative investments can help you achieve your financial goals, please get in touch. 

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Jeff Guise
Managing Director, 
Chief Investment Officer