CCLA Investment Management
Simon Lumsdon is an accomplished technology strategy leader with extensive experience in the financial services sector. Currently serving as Director of Technology Strategy and Deputy COO at CCLA Investment Management, Simon has previously held key positions including Transformation Director at KPMG UK, Chief Information Officer at BRIT INSURANCE (UK) LIMITED, Head of Technology at Hermes Investment Management, and Chief Technology Officer at Credit Benchmark. This diverse background underscores Simon's expertise in driving technological innovation and transformation within organizations.
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CCLA Investment Management
Proud winners of Best Sustainable Investment Engagement Initiative (for our corporate global and UK mental health benchmarks) and Sustainable Investment Fund Management Group of the Year (AUM under £50bn) at Investment Week Sustainable Investment Awards 2023. Our purpose is to help our clients maximise their impact on society by harnessing the power of investment markets. CCLA was borne out of an aspiration to provide responsibly managed, cost-efficient investments for charities and churches across the UK. From humble beginnings, CCLA has become the largest manager of charitable assets in the UK (as reported in the Fund Management Survey 2023 published by Charity Finance). Our distinctive heritage and approach to managing investments on behalf of not-for-profit organisations led us to extend our investment capabilities to individual investors in 2022. This offering was created in response to growing demand for the kind of authentic ESG approach for which we are well-known and is an extension of our commitment to continue to support investors of all sizes. Our segregated and managed fund services and wide range of pooled funds enable us to meet the needs of organisations of all sizes. CCLA Investment Management Limited (registered in England No. 2183088) and CCLA Fund Managers Limited (registered in England No. 8735639) at One Angel Lane, London EC4R 3AB, are authorised and regulated by the Financial Conduct Authority.