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Expansion of Connor, Clark & Lunn UCITS Platform

The Connor, Clark & Lunn Financial Group (CC&L Financial Group) has recently announced an exciting update to its UCITS platform. Catering explicitly to non-US investors, they have introduced two additional quantitative equity strategies: the Global Small Cap Equity Strategy and the Global Equity Strategy. These strategies are set to be managed by the experienced Quantitative Equity Team of Connor, Clark & Lunn Investment Management Ltd. (CCL Investment Management).

New Investment Strategies

Both introduced strategies leverage the robust quantitative investment process developed by CCL Investment Management. They are designed to outperform their respective benchmarks: the MSCI ACWI Small Cap Index (net) for the Global Small Cap Equity Strategy, and the MSCI ACWI Index (net) for the Global Equity Strategy. With this strategic expansion, CC&L Financial Group aims to provide investors with superior returns over market cycles.

Jennifer Drake and Steven Huang lead the Q-Team, which comprises 80 investment professionals dedicated to refining these investment strategies continuously. They emphasize the importance of adapting to diverse market conditions while delivering value to clients. In a statement, Jennifer expressed her enthusiasm about broadening their platform, saying, "We have been managing quantitative portfolios for over 20 years, and have continuously improved our process to achieve results for our clients. We are thrilled to expand our platform and make more of our strategies accessible to European investors."

A Historical Overview

Founded in 1982, Connor, Clark & Lunn Investment Management has established itself as a prominent player in the Canadian financial landscape, recognized as the largest and oldest subsidiary of CC&L Financial Group. The range of investment solutions provided extends beyond equities and includes fixed income, alternative investments, and strategies such as Portable Alpha and market-neutral approaches. Overshadowing this landscape is their remarkable managed asset portfolio, extending beyond $54 billion.

Committed to Excellence

CC&L Financial Group is an independent asset management firm that combines expertise across its multiple subsidiaries. This structure allows for a significant focus on traditional and alternative investment management solutions tailored to meet the needs of institutional and private investors alike. Their focus on operational efficiency ensures talented investment managers can concentrate on portfolio management, fostering a culture of excellence.

The firm manages assets exceeding $99 billion and thrives on its reputation for high-caliber financial acumen. By centralizing operational and distribution functions, CC&L paves the way for investment managers to excel in what they do best.

The introduction of the new equity strategies reflects the firm’s ongoing commitment to innovation and excellence in investment management. CC&L’s systematic quantitative strategies are further enhanced by continuous development through innovative technological solutions, underscoring their leadership in the investment management field.

Risk Considerations

It is crucial for potential investors to understand that investments in funds carry inherent risks, including the potential for capital loss. The value of equities and fixed-income securities can fluctuate significantly over time. For those interested in the Connor, Clark & Lunn UCITS ICAV, reviewing the fund's prospectus for details regarding risks and fees is highly advised. Additionally, consulting professional advisors to consider individual circumstances is essential before making investment decisions.

The announcement marks a significant milestone in CC&L Financial Group's journey, further solidifying its presence in the global investment arena and demonstrating its dedication to meet the growing needs of international investors.