CCLA is the UK's largest charity fund manager*, working with charities, religious organisations and the public sector. 

Founded in 1958, CCLA is independently owned by its clients and staff with £14.3 billion of assets under management as at 31 December 2023.

CCLA strives to support the shared life of a society in which everyone can flourish.  We believe investment markets can only be as healthy as the communities and environment that support them.  We are working with our clients and the investment industry towards a new era of promoting the common good through our distinctive approach to sustainable investment - pushing for change on climate, addressing modern day slavery and other human rights injustices, and engaging with companies regarding the mental health of their workforces.

 We are therefore proud to be a longstanding partner to ACF, supporting their range of programmes to strengthen the vital work of trusts and foundations.

 CCLA Investment Management Limited is authorised and regulated by the Financial Conduct Authority.

 *The Charity Finance surveys 2021, 2022 and 2023 named CCLA as the number one asset manager for charities in the UK.

CCLA resources

Insights

   The team at CCLA frequently share their insights into the global economy and their investment philosophy through articles and videos here.

Newsletter

   Keep in touch with CCLA to receive market updates, insights and news from the team. Subscribe here.

Better World report

Despite the growing attention on environmental, social and governance (ESG) factors, we believe the investment industry has not truly understood that the only way to manage these risks is to go beyond the make-up of our portfolios and make a lasting real-world impact. Find out more in our sustainable investment outcomes report.
 Read here

Climate for good investment report

CCLA has committed to seek to achieve net-zero emissions portfolios for all our assets under management no later than 2050.
A climate for good investment Read here
CCLA provides forms and factsheets to administer your investments — explore here. 

Mental health programme

CCLA wants to encourage best practice in employee mental health and to bridge the gap between companies and investors — explore here.

Events

CCLA runs a series of events, from client consultations on good investment to investor briefings and seminars — explore the full programme here. 

What is Good Investment?

As an asset manager, our aim is to meet our clients’ financial objectives in a way that aligns with their values and furthers their mission. Our philosophy is Good Investment. So, what is Good Investment? Click play.

Contact CCLA

Sharika Sharma, head of business development
Sharika joined CCLA Investment Management in 2019 with her focus to ensure the future success of CCLA through effective support of its growing investor base, creative development of the brand, and collaborations that faithfully support CCLA’s extensive network of charity, faith and public sector organisations. Prior to joining CCLA, Sharika was a director at Legal & General Investment Management in its defined contributions team working with pension consultants and advisers to provide long-term investment solutions for pension schemes across the UK. Sharika’s financial services career has included roles at M&G, Threadneedle and Citi Private Bank. Sharika is a trustee of Hampton Fund, a grant-making charity, and a member of its finance and investment panel. Email Sharika.

 

Oliver Jones-Davies, director – client investments
Oliver joined CCLA in September 2009, prior to which he worked in investment management and investment banking. As a fund manager his responsibilities included the active management of cash, bonds and equities for high net worth individuals and charities. In investment banking he advised and managed complex institutional clients and also took a leading role on the public offering of a number of European government owned companies. He is a Chartered Fellow of the Securities Institute and has an MA in Economics and Economic History from Edinburgh University. Email Oliver.