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Custom Multi-Asset
Portfolios for Institutional
Investors

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Institutional investors today face a number of concurrent challenges

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The universe of investment opportunities is increasingly broad with many investors considering traditional and alternative investment strategy allocations to meet their objectives

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The additional complexity of modern institutional portfolios has placed increased administrative burden on investment committees

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Investors are seeking greater partnership with their investment managers

Our multi-asset portfolios are curated to each institutional investor’s unique circumstances and goals. An investor’s portfolio can incorporate a range of traditional and/or alternative investment strategies. The best approach is driven by investor needs and could include a holistic portfolio with a single objective, multiple portfolios to address different mandates, or a completion portfolio focused on certain asset classes.

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In partnering with us, you benefit from access to a diversified investment management platform and a streamlined client experience.

Tailored for you: Proactive and flexible structure that recognizes your organization’s evolving needs and the dynamic nature of capital markets

Boutique capabilities: Investment teams each focused on their core competencies means that you benefit from specialist expertise

Unified relationship management: One team, one key point of contact through experienced relationship managers committed to partnering with you for the long-term

Your portfolio

We recognize that every institutional investor is unique. CC&L One works with you to deliver an investment solution that considers your particular objectives and preferences.

 

Our process begins with an understanding of your organization and its specific goals and requirements.

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Cohesive solution

The CC&L One platform unites specialist investment capabilities across CC&L Financial Group’s investment affiliates, combining our strengths to help our clients in achieving their goals.

 

Drawing on 12 distinct investment teams, and over 80 specialized strategies, we are well-positioned to support our clients’ needs today and over the long term.

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CC&L One’s multi-asset portfolios can combine various traditional asset classes, such as equities and fixed income, as well as alternative investments such as hedge funds, infrastructure and real estate, to help realize your specific portfolio objectives.

 

What your portfolio could look like

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By leveraging the broad expertise of our affiliated investment teams, CC&L One offers institutional investors tailored multi-asset portfolios that seek to optimize returns while managing risk according to each client’s specific objectives.

 

Your portfolio can also benefit from our cross-sectional expertise and the valuable insights that we have gleaned through our work with a diverse range of institutional investors, including among others, pension plans, foundations & endowments, Indigenous trusts and insurance providers.

Committed to our clients’ success

Our culture of partnership, collaborating across teams, and with our clients defines how we approach our investors’ experience.

We ensure you stay abreast of investment research, market trends and the perspectives of our investment teams with detailed reports, timely commentaries and in-person engagement.

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At CC&L One, we believe true partnerships are formed over time. Our clients benefit from the commitment, quality and stability of our experienced team of professionals.

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Aligned with you

CC&L Financial Group was founded with the belief that meeting client objectives requires that we attract and retain top investment teams that are aligned with our clients. We believe this is best achieved through creating an attractive work environment and offering long-term participation in the success of their business. Our affiliate investment teams are business owners which drives their commitment to deliver on the outcomes you expect.

 

We welcome you to explore how partnership and alignment guides our actions and can contribute to your success.

Insights