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PRI reporting framework 2017

You are in Organisational Overview » Basic Information

Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

CCLA is one of the UK's largest charity fund managers. We have over 50 years of experience in providing competitive and attractive investment management services that help our clients achieve their aims. All of our efforts and resources are directed at three types of clients:

Charities - trusts, foundations, voluntary and community groups involved in all areas of charitable activity across the UK.

Religious organisations - churches and charities from all Christian denominations with a high proportion belonging to the Church of England, as well as many other faiths.

Public sector bodies - from local parish councils to national institutions

We are committed to delivering services to all sizes of clients, from those with hundreds of millions to those with small amounts to invest. In aggregate we manage approximately £7bn (as at 31/01/2017)


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United Kingdom

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

107.7 FTE

02.4. Additional information. [Optional]

CCLA is owned by its clients, with executive directors having a small interest. The two largest shareholders are The CBF Church of England Investment Fund and the COIF Charities Investment Fund which between them have a substantial majority holding. We are based in the City of London.

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.


04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]

Data as at 31/01/2017

OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)


Listed equity 10-50% 42.6 0 0
Fixed income <10% 4.3 0 0
Private equity 0 0 <10% 0.8
Property 10-50% 17 <10% 0.1
Infrastructure 0 0 <10% 5.1
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 <10% 0.1
Farmland <10% 0.1 0 0
Inclusive finance 0 0 <10% 0.1
Cash 10-50% 27.7 0 0
Other (1), specify 0 0 <10% 1.9
Other (2), specify 0 0 0 0

'Other (1)' specified

          Contractual Income

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)