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.
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.
New appointment completes reorganisation of CCLA’s investment team
On 6 April 2022 CCLA held an Extraordinary General Meeting to propose changes to the investment objectives and investment policies of its fixed interest funds.
Having supported the original report in 2013, we have again assisted the EIRIS Foundation in creating an overview of the responsible investment policies adopted by charity specialist funds. The report outlines the policies of charity-specific pooled funds in the UK, representing approximately £19.4 billion of charity investments.
Industry coalition worth £3 trillion calls Compass Group to account over subsidiary, Chartwells