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$7 trillion investor coalition calls for action and disclosure on mental health

A coalition of 29 asset owners, institutional investors and stewardship service providers representing $7 trillion in assets, has written to the CEOs of 100 of the UK’s largest listed companies, urging them to take immediate and concerted steps to develop and implement effective management systems and processes on workplace mental health.

Join us online and add some colour to your quarterly update

Investor Briefing

Wednesday 27 July 2022, 11.00–11.45am
Zoom

CCLA invites you to a 45-minute webinar covering:

  • Highlights of economic and investment market developments
  • CCLA multi-asset funds update: activity, positioning and performance
  • Latest news on ESG factors and our stewardship activity
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CCLA bolsters distribution team with triple hire to drive expansion into UK retail market

Sam Pennefather, Samuel Lynes and Alexandra Dacres-Hogg join CCLA’s retail distribution team in newly created roles to spearhead CCLA’s new wealth, intermediary and retail business. 

Manchester City Football Stadium

CCLA Investment Seminar – Manchester

Thursday 20 October 2022

The 2022 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

Sandy Park

CCLA Investment Seminar – Exeter

Tuesday 6 December 2022

The 2022 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

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CCLA enters UK retail market with launch of the Better World Global Equity Fund

In April 2022, the CCLA Better World Global Equity Fund was launched in response to demand from trustees and those working with our not-for-profit clients wishing to invest their own money in the sustainability strategies with which they have grown familiar.

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Momentous ruling by the UK High Court

A new High Court judgement has ruled on trustees’ ability to align their investments with their charities’ values. The judgment has clarified that trustees 'need to' undertake a balancing exercise between maximising their returns and avoiding investments that could contradict their aims. We believe that this ruling should make trustees more confident in their ability to align their investments with their charitable missions. However, we do not believe that they necessarily have to sacrifice returns to achieve this.

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Ben Funnell joins CCLA as Head of Investment Solutions

New appointment completes reorganisation of CCLA’s investment team

Hilton Hotel Newcastle Gateshead

CCLA Breakfast Seminar – Newcastle

Thursday 21 July 2022

The 2022 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

Hyatt Regency Birmingham

CCLA Investment Seminar – Birmingham

Thursday 22 September 2022

The 2022 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.