Allfunds Tech Solutions announces partnership with CCLA

By Gloria Methri

Allfunds Tech Solutions, the digital solutions arm of Allfunds, has partnered with CCLA Investment Management (CCLA), a sustainable investment pioneer driving real-world change through active ownership.

Allfunds Tech Solutions’ Client Portal – a fully-streamlined end-to-end solution – will be integrated into CCLA’s existing client interfaces. By leveraging Allfunds’ technology expertise and data management capabilities, the partnership will enable CCLA to provide enhanced portfolio management tools to its professional clients, who will further benefit from:

• A fully digitised web interface, layered with improved financial reporting tools that increase transparency and understanding of the investment performance.
• Access to a centralised system of reliable, trustworthy, and easily-leveraged operational data delivered via Allfunds’ Data Hub, optimising clients’ ability to access comprehensive information about their investments in CCLA’s strategies.

Allfunds will also become the latest platform to provide professional investors with access to CCLA’s Better World Global Equity Fund, a great opportunity to access CCLA’s investment expertise which until recently was only available to its not-for-profit clients and benefit from its 60 years of leading ESG investment in the UK.

CCLA engages with investee companies to push for greater sustainability in the real-world economy, assesses companies on their environmental, social, and governance criteria, and invests in a way that aligns with its clients’ values.

Juan de Palacios, Chief Strategy and Product Officer at Allfunds said, “At Allfunds, we are always dedicated to solving problems and helping our clients in the financial services industry become more efficient, closer to their clients, and move their business forward. This partnership is a testament to our continuous efforts to innovate and collaborate with industry leaders, as we strive to revolutionise the financial services industry and deliver exceptional value to our clients.”

Elizabeth Sheldon, COO at CCLA added, “Partnering with Allfunds for the delivery of the new client portal will significantly enhance how we can interact with our clients allowing them to access details of their holdings with us anytime, eliminating the constraints of traditional office hours and supporting CCLA in giving the best possible service to our clients.”