Allfunds Tech Solutions, Allfunds’ digital solutions arm, has partnered with CCLA Investment Management (CCLA), a pioneer in sustainable investing to drive real-world change through active ownership pole.

The Allfunds Tech Solutions customer portal, a fully streamlined end-to-end solution, will be integrated with existing ACLC customer interfaces. By leveraging Allfunds’ technology expertise and data management capabilities, the partnership will enable ACLC to offer enhanced portfolio management tools to its professional clients who will benefit more 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 for professional investors to access ACLC’s Better Global Funds, a great opportunity to access ACLC’s investment expertise that, until recently, only for ACLC’s not-for-profit clients and benefit from 60 years of leading UK ESG investment experience.

ACLC works with grantees to promote greater sustainability in the real world economy, evaluating companies against their environmental, social and governance criteria, and invest in a way that aligns with customer values.

“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.”

Juan de Palacios, Chief Strategy and Product Officer at Allfunds.

“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.”

Elizabeth Sheldon, COO at CCLA.