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

CCLA clients' objectives include the creation of revenue, the sustainability of investment over time and the control of risk, both financial and reputational. CCLA takes a one-stop-shop approach to each client and every solution designed is founded on a consistent investment approach.

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.

Get Real report

Despite the ever-growing attention on environmental, social and governance (ESG) factors, we do not feel that the investment management industry has 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. It’s time to Get Real about ESG:
Get real 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

CCLA and ACF

 

The true impact of shareholder engagement

Amy Browne, stewardship lead at CCLA, will discuss the impact of shareholder engagement, including work on modern slavery and mental health. David Ellis, who leads CCLA's work on corporate governance including research, engagement and proxy voting, will explore active ownership. The session will also cover CCLA’s efforts to bring about systemic change, working with government and building coalitions of investors and investment managers (June 2021).  

Video recording is available for members when logged in.

Contact CCLA

Heather Lamont, director – client investments
Heather has worked in charity finance and management since qualifying as a chartered accountant in 1992. Her other qualifications include the Chartered Institute for Securities and Investment (CISI) Diploma, an MBA from Manchester Business School and a Diploma in Charity Accounting from the ICAEW. She joined CCLA in 2008, from the charities team at HSBC Global Asset Management. Heather is a trustee of the UK-wide Honorary Treasurers Forum and of the Robertson Trust, Scotland’s largest independent charitable grant maker. Email Heather.

 

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.