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Connor, Clark & Lunn Private Capital Ltd.

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

We focus on optimizing investment returns within the risk tolerance constraints as set forth by our clients’ investment objectives. Our investment strategies are rooted in rigorous research and executed through disciplined investment and risk management processes.

We believe that over the long-term companies with sustainable business practices and a strong attention to environmental, social, and corporate governance are likely to have less risk and perform better financially than those companies that do not. This will lead to long-term value creation and benefit the environment and society as a whole.

We believe that over the long-term companies with unsustainable business practices and poor corporate governance are likely to be subject to greater risks and higher cost of capital and, as a result, are likely to be less attractive long-term investments.

Therefore, incorporating ESG factors overall aligns with our fiduciary responsibilities as asset managers.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

Every client may have different investment objectives and/or investment constraints.  Hence, some investment mandates may deviate from specific ESG factors.  As Connor, Clark & Lunn Private Capital are UN PRI Signatories, we are commited to following the UN PRI Principles.

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

We make our investment principles and strategy available to prospects and clients but do not post detailed information on the corporate website.


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Corporate policies are in place and monitored to ensure no action/behvaviour will create any actual, potential, or perceived conflicts with the best interests of Connor Clark and Lunn Private Capital's clients and the assets managed on behalf of clients.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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