Julia Cocklin

CCLA Investment Management

Our purpose is to help our clients maximise their impact on society by harnessing the power of investment markets. CCLA was borne out of an aspiration to provide responsibly managed, cost-efficient investments for charities and churches across the UK. From humble beginnings, CCLA has become the largest manager of charitable assets in the UK (as reported in the Fund Management Survey 2022 published by Charity Finance). Our distinctive heritage and approach to managing investments on behalf of not-for-profit organisations led us to extend our investment capabilities to individual investors in 2022. This offering was created in response to growing demand for the kind of authentic ESG approach for which we are well-known and is an extension of our commitment to continue to support investors of all sizes. Our segregated and managed fund services and wide range of pooled funds enable us to meet the needs of organisations of all sizes. CCLA Investment Management Limited (registered in England No. 2183088) and CCLA Fund Managers Limited (registered in England No. 8735639) at One Angel Lane, London EC4R 3AB, are authorised and regulated by the Financial Conduct Authority.