A monthly market update from our investment team.
In this article for the CFA Institute®’s Enterprising Investor blog, CCLA’s investment team looks at the long-run outperformance of ‘quality’ shares over the broader stock market. At times, quality shares may lag the market over shorter timeframes. But they have delivered long-term outperformance for investors with that time horizon.
UK Community Foundations (UKCF) announces significant expansion to the Care Leavers Programme (launched in 2024 by the Local Authorities' Mutual Investment Trust (LAMIT) and UKCF, in collaboration with CCLA) which helps young people who have experienced care survive and thrive as they transition to adulthood.
UK companies have improved their performance in addressing modern slavery, according to our third UK Modern Slavery Benchmark. But with governments in the UK and overseas tightening rules designed to tackle forced labour and related abuses, companies need to go further to meet regulatory requirements and avoid economic risks from fines and litigation.
Ahead of the upcoming budget, journalists will fill many column inches speculating what the chancellor may or may not do, should or shouldn’t do. Instead of speculating, here’s what the government’s finances actually look like, and a helpful rule of thumb.
An investor group led by Local Authority Pension Fund Forum (LAPFF) and CCLA, representing £3.1 trillion AUM, has contacted the chairs of companies in the FTSE 100 to urge them to provide shareholders with a vote on their firms’ climate risk and resilience strategies at least once every three years. Only five FTSE 100 companies offered shareholders transition plan votes in 2025.