Agenda

CCLA is now the UK’s largest charity fund manager. Well known for managing investments for charities, religious organisations and the public sector, 2022 marked a new phase in CCLA's development as it made its global equity offering available to retail investors. As an asset manager, its aim is to meet clients’ financial objectives in a way that it believes aligns with their values. It believes it has a duty to go beyond the boundaries of traditional investor engagement and work with the industry to address systemic risks that threaten communities, the environment and ultimately investment markets.

EdenTree is a responsible and sustainable investment manager with a strong heritage. Having launched its first ethical fund in March 1988, it has £3.4bn (as at 31 Aug '24) of assets under management across its range of funds. It serves the professional investor community across the entirety of the UK, with dedicated regional sales managers providing exceptional levels of client support.