Connor, Clark & Lunn Investment Management Ltd. Organizational Update

April 7, 2014

Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans.

In February 2014, Connor, Clark & Lunn Investment Management Ltd. (CC&L) announced that Martin Gerber, President & CIO, would be stepping down as Head of the Quantitative Equity ("Q") team in 2016.  As Head of the Q team, Mr. Gerber is supported by four senior partners: Steven Huang, Dion Roseman, Chris Archbold and Tate Haggins. Collectively, these senior partners are responsible for all aspects of research and portfolio management of the quantitative equity portfolios.

As part of the firm's ongoing succession planning, Steven Huang will become the head of the Q team in 2016. Steven is a 19-year veteran of the firm and has been part of the Q team since it began in 1998. For the past six years, Mr. Huang has been responsible for managing the Quantitative Research Group and, as such, is responsible for the development of its tools and models. He is also a member of the asset allocation and risk management teams at the firm.

Update on previously announced organizational changes

Over the last few years, CC&L has shared very detailed information about the firm's succession planning here are two updates regarding previously announced changes:

  • Gordon MacDougall, one of CC&L's founding partners, will retire as planned in the spring of 2014. Mr. MacDougall has filled many roles at CC&L, including Director, Vice Chairman, Head of the Canadian Equity team and Head of the Client Solutions team.
  • The transition in early 2013 of some of Larry Lunn's responsibilities to Martin Gerber and to Chris Kalbfleisch went smoothly.

Please contact your Sun Life Financial Group Retirement Services representative.