John  Kelly

John Kelly

John Kelly joined CCLA in 2007 as head of client investment. He joined from Abbey where he was director retail channels, a role with fund management and client service responsibilities. Before joining Abbey, John was investment director for Barclays unit trust businesses.

 

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Monitoring investments

Once a charity has determined an investment strategy and appointed an investment manager for its assets, attention will naturally move to questions of how well the investments are performing and how well they are being managed.

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