Connor Clark & Lunn Investment Management LTD

Fee-Only (% of Portfolio)

Connor, Clark & Lunn Investment Management Ltd. (CC&L) is an asset manager providing investment solutions in equity, fixed income, balanced portfolios, and alternative strategies. CC&L manages investments for various clients, including pension funds, retirement plans, governments, corporations, and non-profit organizations. CC&L also provides model portfolios to third-party financial institutions for use in wrap fee programs. CC&L's investment strategies involve rigorous financial, economic, and fundamental company analysis, incorporating risk management tools.

Assets Under Management$49B
Clients192
AdvisorsN/A
Avg. per Client$260M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

CC&L charges an investment management fee based on a percentage of the value of your portfolio. The specific fee schedule is agreed upon in the client contract and may be negotiable. Clients with different investment mandates may have different fee schedules. Performance-based fees may also apply to certain fund or account clients.

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Connor Clark & Lunn Investment Management LTD | TrueAdvisor