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IMPORTANT INFORMATION
All data as at 31 December 2024, unless specified otherwise. This document is issued for information purposes only. It does not constitute the provision of financial, investment or other professional advice. We strongly recommend you seek independent professional advice prior to investing. The value of investments and the income derived from them may fall as well as rise. Investors may not get back the amount originally invested and may lose money. Any forward-looking statements are based on CCLA’s current opinions, expectations and projections. CCLA undertakes no obligations to update or revise these. Actual results could differ materially from those anticipated. All names, logos and brands shown in this document are the property of their respective owners and do not imply endorsement. These have been used for the purposes of this document only. CCLA Investment Management Limited (a company registered in England and Wales with company number 2183088), whose registered address is One Angel Lane, London EC4R 3AB, is authorised and regulated by the Financial Conduct Authority.
Appendices
Appendix 1: Active ownership summary
Appendix 1: Active ownership summary
The following list includes direct engagement, all CCLA-led collaborative engagement and third-party-led engagement where we have portfolio holdings.
†UK-listed real estate investment trust
Appendix 2: Collaborating for change
Appendix 2: Collaborating for change
We aim to mobilise the investment industry into action. Here we summarise institutional investor support for CCLA stewardship initiatives as at the end of 2024.
Appendix 3: Focus on shareholder resolutions
Appendix 3: Focus on shareholder resolutions
The table below shows CCLA’s ‘for’ votes in 2024 and how they fit within our environmental, social and governance (ESG) framework. All of these votes took place at annual general meetings.
AI: artificial intelligence
Appendix 4: Other initiatives
Appendix 4: Other initiatives
To add breadth to our thematic stewardship work, we support a number of initiatives led by other organisations. These are outlined below.
Better environment
Better environment
ICCR: Interfaith Center on Corporate Responsibility; IIGCC: Institutional Investors Group on Climate Change; PRI: Principles for Responsible Investment
Better work
Better work
ICCR: Interfaith Center on Corporate Responsibility.
*Not held in CCLA portfolio(s) as at 31 December 2024.
Better health
Better health
Important information
Important information
All data as at 31 December 2024, unless specified otherwise.
This document is issued for information purposes only. It does not constitute the provision of financial, investment or other professional advice. We strongly recommend you seek independent professional advice prior to investing.
The value of investments and the income derived from them may fall as well as rise. Investors may not get back the amount originally invested and may lose money.
Any forward-looking statements are based on CCLA’s current opinions, expectations and projections.
CCLA undertakes no obligations to update or revise these. Actual results could differ materially from those anticipated.
All names, logos and brands shown in this document are the property of their respective owners and do not imply endorsement. These have been used for the purposes of this document only.
CCLA Investment Management Limited (a company registered in England and Wales with company number 2183088), whose registered address is One Angel Lane, London EC4R 3AB, is authorised and regulated by the Financial Conduct Authority.