Defaqto completes assessments for CCLA’S Better World Global Equity Fund

CCLA's Better World Global Equity Fund and approach to sustainability have been fully assessed and validated by Defaqto. The positive assessments reaffirm CCLA’s commitment to the UK intermediary market.

Stress in the banking sector

Over the weekend there were two important developments in the situation around bank deposits and unrealised losses on bond portfolios. Ben Funnell, Head of Investment Solutions, explains what happened and the resulting market impact. 

Liverpool Malmaison

CCLA Investment Seminar - Liverpool

Thursday 18 May 

The 2023 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

Principal Hotel York

CCLA Investment Seminar – York

Wednesday 18 October 

The 2023 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

 

Join us online and add some colour to your quarterly update

Investor Briefing – Webinar

Wednesday 26 April 

CCLA invites you to a webinar covering:

  • Highlights of economic and investment market developments 
  • CCLA multi-asset funds update: activity, positioning and performance 
  • Latest news on ESG factors and our stewardship activity 
Hyatt Regency Birmingham

CCLA Investment Seminar – Birmingham

Wednesday 13 September 

The 2023 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

CCLA retains its status as a signatory to the UK Stewardship Code

We are delighted to remain a signatory to the code and pleased that the council recognises our ongoing work in meeting the expected standard of reporting.

Market Update

Market Update – Webinar

Thursday 23 March

CCLA invites you to a webinar, chaired by chief executive Peter Hugh Smith. You will hear from our investment team and have the opportunity to put your questions and thoughts directly to them. 

CCLA hires Tessa Younger as stewardship lead to boost engagement on climate and environmental issues

CCLA appoints Tessa Younger to lead CCLA’s ‘Better Environment’ work, managing all stewardship on environmental issues, with the aim of driving clear improvements at the companies in which CCLA invests.

Bristol

CCLA Investment Seminar – Bristol

Wednesday 4 October 

The 2023 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

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