Expansion of CC&L Financial Group's UCITS Platform Adds Global Equity Strategies

Introduction

Connor, Clark & Lunn Financial Group, a notable name in the asset management industry, has unveiled a significant expansion of its UCITS platform aimed at non-U.S. investors. This initiative highlights the firm's commitment to delivering innovative investment solutions while enhancing its global market presence.

What's New?

On June 3, 2025, the financial group announced the addition of two new quantitative equity strategies under its Connor, Clark & Lunn UCITS ICAV. The freshly launched strategies include a global small-cap equity strategy and a broader global equity strategy, both sub-advised by the experienced Quantitative Equity Team from Connor, Clark & Lunn Investment Management Ltd. This move is not just a strategic growth initiative but a response to the rising demand for diversified investment options among European investors.

The Strategies

The global small-cap equity strategy aims to outperform its benchmark, the MSCI ACWI Small Cap Index (net), while the global equity strategy targets excellence against the MSCI ACWI Index (net). These strategies are designed using advanced quantitative investment processes that have been a hallmark of CC&L Investment Management's philosophy over the past two decades. The Quantitative Equity Team, comprised of 80 investment professionals, is continuously advancing its systematic investment approaches, ensuring resilience and adaptability across different market conditions.

Insights from Leadership

Jennifer Drake, co-head of the Q Team, expressed excitement over the expansion, stating, "We have been managing quantitative portfolios for over 20 years, continuously strengthening our process with the aim of delivering results for clients. We are excited to extend our platform and make more of our strategies available to European investors." This sentiment reflects the firm's dedication to client satisfaction and the pursuit of innovative investment strategies.

About CC&L Financial Group

Founded in 1982, Connor, Clark & Lunn Financial Group is valid and experienced, being one of Canada's largest independent partner-owned investment management firms. The firm, headquartered in Vancouver, Canada, offers a diverse lineup of investment solutions, including equities, fixed income, and alternative strategies like market neutral and absolute return options. With over USD 54 billion in assets under management, CC&L Investment Management stands out as a significant player in the asset management landscape.

The Bigger Picture

CC&L Financial Group's strategy emphasizes scale and expertise in delivering comprehensive management solutions. By centralizing its non-investment management functions, the group allows its talented affiliate managers to focus on their core competencies. This structure not only drives efficiency but also enhances the overall performance delivered to clients.

Concluding Thoughts

As Connor, Clark & Lunn Financial Group continues to innovate and expand, its latest initiatives reflect a robust approach to meeting the evolving needs of investors. In a global environment characterized by uncertainty and change, such strategic expansions not only signify growth but also a proactive stance in the evolving landscape of global finance. Investors looking for diversified, innovative strategies will find new opportunities as CC&L opens its UCITS platform to the international market. For more insight into the newly launched strategies and further information on CC&L's offerings, visit their official website.