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Our in-house experts share their thoughts and perspectives covering news, research and insights into the global economy.  

Investment markets and our positioning

As with other long-term investors, CCLA’s multi-asset portfolios have seen significant falls in capital value over the calendar year to date. ‘Alternative’ assets such as commercial property and infrastructure have on balance delivered positive returns, but these have been outweighed by negative returns from the funds’ dominant equities component.

Ben Funnell joins CCLA as Head of Investment Solutions

New appointment completes reorganisation of CCLA’s investment team

Changes to fixed interest funds

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.

EIRIS Foundation Report

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.

CCLA leads the investor response to Compass Group regarding failed school food parcels

Industry coalition worth £3 trillion calls Compass Group to account over subsidiary, Chartwells