Socially responsible investment policy

Alan Smithee made this Freedom of Information request to University of Edinburgh

The request was successful.

From: Alan Smithee

26 May 2008

Dear Sirs,

I would like to make a request under the Freedom of Information Act
with regard to the University's Socially Responsible Investment
(SRI) policy.

The University Court agreed that, in the interests of transparency,
"the portfolio of investments should be published in the Annual
Reports and Financial Statements with effect from 2003". I would
like electronic PDF copies of these reports and financial
statements published from 2003 to present.

I would also like electronic copies of the minutes of each meeting
held by the Investment Committee of the Finance Department from its
establishment to the last meeting held, together with the agenda
and papers for these meetings.

Finally, I would like electronic copies of the original 2003 SRI
policy documents and any subsequent revisions to these to the
present date.

Kind regards,

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From: Alan Smithee

2 June 2008

Dear Sirs,

Further to my previous communication, I would be very grateful if
you could confirm receipt of my freedom of information request of
the 26 May 2008.

Kind regards,

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From: BRETT Laura

2 June 2008

Dear Mr Smithee

Thank you for your email of 27 May requesting information about the
University of Edinburgh's Socially Responsible Investment Policy. I am
writing to let you know that we have received your request and will
process it as soon as possible, and certainly within 20 working days of
the day we received the request. You will hear back from us by 24 June
at the latest.

Best wishes

Laura Brett
Records Management Trainee
Records Management Section
University of Edinburgh
Tel: (0131) 651 4253
email: [email address]

--
The University of Edinburgh is a charitable body, registered in
Scotland, with registration number SC005336.

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From: BRETT Laura

23 June 2008

Attachment Response20080623.pdf
827K Download View as HTML

Dear Mr Smithee

Thank you for your email of 27 May. Please find attached a response to
your freedom of information request for copies of the University's
financial statements and annual reports, the agendas papers and minutes
of the Investment Committee and all versions of the socially responsible
investment policy.

Kindest regards

Laura Brett
Records Management Trainee
Records Management Section
University of Edinburgh
Tel: (0131) 651 4253
email: [email address]

--
The University of Edinburgh is a charitable body, registered in
Scotland, with registration number SC005336.

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From: Alan Smithee

24 June 2008

Dear Ms Brett,

Thank you for your initial response to my FOI request on Socially
Responsible Investment.

Further to this previous correspondence, when will you be able to
supply me with the items classified as "closed business" from the
Investment Committee? I am interested specifically in papers,
minutes and agendas relating to SRI. These include: the paper
circulated on SRI at the meeting of 25 September 2006 (agenda item
2.5); Paper D from the meeting of 5 March 2007 and minutes for
Agenda item 4.1 for the same meeting.

I look forward to hearing from you.

Yours sincerely,
Alan Smithee

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From: AAPS Records Management

24 June 2008

The Records Management Section is currently very busy. Messages will be attended to after 24 June. If your message is urgent please telephone 0131 651 4099.

--
The University of Edinburgh is a charitable body, registered in
Scotland, with registration number SC005336.

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From: BRETT Laura

25 June 2008

Dear Mr Smithee

I am writing to seek clarification regarding your request. Are you
interested in all closed Investment Committee papers or just those
relating to the University's Socially Responsible Investment Policy? If
you are only interested in the latter this may mean that we can get
those papers to you sooner.

Best wishes

Laura Brett
Records Management Trainee
Records Management Section
University of Edinburgh
Tel: (0131) 651 4253
email: [email address]

--
The University of Edinburgh is a charitable body, registered in
Scotland, with registration number SC005336.

show quoted sections

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From: Alan Smithee

25 June 2008

Dear Ms Brett,

Just those minutes and papers related to SRI will be fine. This
should include those specific papers and minutes mentioned in my
previous email. I will also require papers for agenda items where
the minutes (closed or otherwise) indicate a discussion of SRI,
even if those papers do not mention the issue specifically.

Kind regards,
Alan

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From: GRZYBOWSKI Anne

1 July 2008

Attachment Response20080701AndInvestmentCommitteePapers.pdf
1.8M Download View as HTML

Dear Mr Smithee

Thank you for your email of 27 May. Please find attached the second part of the our response to your freedom of information request concerning the University's socially responsible investment policy.

Kindest regards,

Anne
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Anne Grzybowski (née Thompson)
Deputy Records Manager
Records Management Section
University of Edinburgh

http://www.recordsmanagement.ed.ac.uk
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

--
The University of Edinburgh is a charitable body, registered in
Scotland, with registration number SC005336.

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