#Canada #Vancouver #Connor Clark Lunn #global strategy #UCITS

Connor, Clark & Lunn Financial Group Expands UCITS Platform

Connor, Clark & Lunn Financial Group (CC&L Financial Group) has recently announced the expansion of its UCITS platform with the addition of two innovative quantitative equity strategies aimed at global investors. This strategic move is designed to offer international clients enhanced investment opportunities, particularly those outside of the United States.

The two new strategies include a global small cap equity strategy and a global equity strategy, both of which are advised by the Quantitative Equity Team at Connor, Clark & Lunn Investment Management Ltd. (CCL Investment Management). These strategies harness the extensive quantitative investment process developed by CCL Investment Management. The goal is to consistently outperform their market benchmarks—specifically, the MSCI ACWI Small Cap Index (net) for the small-cap strategy and the MSCI ACWI Index (net) for the broader equity strategy.

CCL Investment Management stands as the oldest and largest subsidiary of CC&L Financial Group, based in Vancouver, Canada. Established in 1982, the firm specializes in providing comprehensive investment solutions, managing assets across equities, fixed income, and alternative strategies, including transferable alpha strategies, market-neutral, and absolute return strategies.

With over 80 investment professionals led by Jennifer Drake and Steven Huang, the Quantitative Equity Team, often referred to as the Q Team, continuously evolves its systematic investment strategies to create value across varying market conditions. Jennifer Drake, co-leader of the Q Team, expressed enthusiasm about the new strategy rollout: “We have been managing quantitative portfolios for over 20 years, constantly refining our process to deliver results for our clients. This expansion allows us to make more strategies available to European investors.”

The Q Team’s investment processes benefit from the integration of new alpha insights and innovative technological solutions, ensuring that they remain at the forefront of investment management. This dedication to excellence has positioned CCL Investment Management as one of Canada’s leading independent investment management firms, demonstrating their commitment to providing high-quality portfolio management services.

As of today, CC&L Financial Group manages a total of over $99 billion in assets, providing an array of traditional and alternative asset management solutions to both institutional and private investors. This significant scale not only enhances their operational efficiency but also allows talented investment managers to focus on what they do best.

Investing in the funds entails risks, including the potential for substantial losses. There is no assurance that investment objectives will be met, and investors should carefully review the fund's prospectus, which details risk considerations and other crucial information.

Given that these UCITS strategies are only available to certain non-American investors in select transactions outside the United States, potential investors are encouraged to consult with their financial advisors regarding the suitability of these investments based on their circumstances, citizenship, or residency status.

This expansion reflects CC&L's ongoing commitment to enhancing its offerings and providing innovative solutions to meet the evolving needs of global investors. For more information about the Connor, Clark & Lunn UCITS ICAV, potential investors can request a prospectus for a deeper understanding of the available strategies.