Connor, Clark & Lunn Financial Group.


At Connor, Clark & Lunn Financial Group we recognize that ESG factors may have an impact on investment performance across a range of time horizons and asset classes. As a result, many of our investment teams research the ESG risks and opportunities of their investments and engage with company management on related issues.

For more information on how our investment teams incorporate and engage in ESG issues, visit our affiliates’ websites.

Environmental, Social & Governance
Factors at CC&L Financial Group

ESG Investing We typically think of Environmental, Social and Governance (ESG) issues
in investment as having two dimensions.

The first, integration, involves integrating ESG factors in investment selection.

The second, active ownership refers to how we influence investees to address ESG issues through engagement, proxy voting and collaboration with other investors and advocacy organizations.
Because integration is specific to a particular investment strategy, approaches differ across our teams. In contrast, significant commonalities exist when it comes to active ownership. As such, in 2019 we established a central specialized Stewardship & Engagement team to work with our managers on engagements, voting and collaborative initiatives.

Corporate Social Responsibility

We want to be responsible corporate citizens, which means having a positive impact on the communities where we live and work. In pursuit of this, we are continuously looking for ways to review and improve our programs and processes, so they align with the values of the people who work here and so we can support our community.

We’re committed to:

  • Diversity, Equity, Inclusion and Belonging
  • The health and wellness of our employees
  • Environmentally sustainable business practices
  • Giving back to our communities through volunteering and our CC&L Foundation.

Diversity, Equity, Inclusion & Belonging

Our commitment to Diversity, Equity, Inclusion & Belonging (DEIB) contributes to the vibrancy and excellence of our work environment, ultimately strengthening our business. We value what makes you unique and want to embrace the people and communities we are part of.



Connor, Clark & Lunn Financial Group is a member of the
following professional organizations.


United Nations – Backed
Principles for Responsible Investment (UN PRI)

The following CC&L Financial Group affiliates are signatories to the UN PRI:

  • Baker, Gilmore & Associates
  • Connor, Clark & Lunn Investment Management
  • Connor Clark & Lunn Private Capital
  • Global Alpha Capital Management
  • NS Partners
  • PCJ Investment Counsel
  • Vergent Asset Management
  • Scheer, Rowlett & Associates Investment Management Ltd.

International Corporate Governance Network (ICGN)

In 2019 CC&L Financial Group became members of the International Corporate Governance Network, an investor-led organization that promotes effective standards of corporate governance and investor stewardship to advance efficient markets and sustainable economies worldwide.

Canadian Coalition for Good Governance (CCGG)

The following CC&L Financial Group affiliates are members of the CCGG.

  • Connor, Clark & Lunn Investment Management
  • PCJ Investment Council

Responsible Investment Association (RIA)

The RIA is Canada’s industry association for responsible investment, with members collectively managing over $20 trillion in assets.

The Task Force on Climate-related
Financial Disclosures (TCFD)

The following CC&L Financial Group affiliates are supporters of the TCFD:

  • Global Alpha Capital Management
  • Connor, Clark & Lunn Investment Management

Climate Engagement Canada (CEC)

CC&L Financial Group represents the following affiliates as a founding participant of CEC:

  • Connor, Clark & Lunn Investment Management
  • PCJ Investment Counsel
  • Scheer, Rowlett & Associates Investment Management

AFOA Canada

Through their support and commitment to AFOA Canada, Corporate Members contribute directly towards capacity building in Indigenous finance, management and governance in Canada, and towards Indigenous social and economic prosperity.

CC&L Financial Group Ltd.
November 5th, 2021