Official Partner Programme

ACF’s Official Partner Programme allows our members to benefit from a knowledge-led commercial partnership, enhancing our ability to support members in being ambitious and effective in the use of all their resources.

Our four Official Partners - Cazenove Charities, CCLA, Mercer and Ruffer – each have an established reputation for delivering for their foundation clients, engaging with the charity sector and taking a robust approach to ESG issues. ACF draws on the investment expertise of partners to broaden our investment learning opportunities for the benefit of members. ACF members also have opportunities to share their views with our Official Partners.

 

Our Official Partners

Cazenove Charities           CCLA specialises in the management of charity investments

Cazenove Charities is one of the largest charity investment manager in the UK and is delighted to partner with ACF. The team has a track record of generating strong risk adjusted returns supported by the investment resource at Schroders. A dedicated team of charity specialists work with each of our clients to meet their financial and social objectives.

We are confident that we have the capabilities and resource to meet your foundation’s investment requirements, whatever your size and purpose.

 

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CCLA is the UK’s largest charity fund manager*. 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 long-standing 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.

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Mercer - charity investment specialists   Ruffer– investment management

Mercer has over 40 years’ experience of delivering investment outcomes for charities, endowments and foundations globally.

We have a dedicated team of charity investment specialists who ensure we fully understand the requirements and specialism required for this market. We focus on objectives such as strong performance, capital preservation, income generation, cost management, responsible investment policy alignment and best practice governance structures. Mercer is uniquely placed to help meet these goals as we integrate our heritage in advisory services, investment management and market leading ESG research.

Our portfolio solutions use highly rated managers across asset classes to help meet your investment objectives and allow you to focus on the impact of your philanthropic mission.

 

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At Ruffer, we have a distinctive approach to investing which we believe is well suited to the needs and goals of charities and their trustees.

We focus on delivering ‘all weather’ investment returns and protecting and growing the value of our client’s assets throughout the market cycle. Instead of following benchmarks, we aim not to lose money in any single year and to deliver a return significantly greater than the risk free alternative of cash on deposit.

By aiming to avoid the cyclical gyrations of the market, we aspire to provide a less volatile experience for our charity clients.

 

 

 

 

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