Investment information and policies

J Clarke made this Rhyddid Gwybodaeth request to Regent's Park College, Oxford

This request has been closed to new correspondence from the public body. Contact us if you think it ought be re-opened.

Roedd y cais yn llwyddiannus.

Dear Regent's Park College, Oxford,

This is a request for information through the Freedom of Information Act.

1. What was the total market value of the institution's endowment funds and any other investment portfolios on 22 October 2018? If you are going to provide this information through your annual accounts, can you provide the specific page with the relevant figure highlighted.

2. On 22 October 2018, were the institution's endowment funds and any other investment portfolios managed directly by the institution, or indirectly by (an) external fund manager(s), or a combination of both?

3. If the institution uses external fund manager(s) to manage any endowment funds or other investment portfolios, please provide the name of each fund manager used, along with the % of the total endowment funds that they were managing on 22 October 2018. If the institution uses several fund managers, please list each fund manager name separately along with the % of the institutions total endowment and investment portfolio that they manage.

4. Does the institution invest directly in companies?

5. If the institution invests directly, please provide the details of what the institution invests in (by way if endowment or other investment portfolios), including the full names of each company invested in, and the market value invested in each company on 22 October 2018?

Please provide this information in a spreadsheet format.

6. If the institution holds investments through an external fund manager, please provide the investment portfolio for that manger from 22 October 2018, including the market value for each of their investments?

Please use a spreadsheet to provide the information and please use the format shown in this example: https://docs.google.com/spreadsheets/d/1...

7. Does the institution have an ethical investment policy, or similar? If so, please state if it is publicly available, and provide a web link. If it is not publicly available, please provide a copy.

Please could you confirm the receipt of this request?

Yours faithfully,

J Clarke

Fiona Floate, Regent's Park College, Oxford

4 Atodiad

From: J Clarke [[1]mailto:[FOI #569856 email]]

Sent: 20 April 2019 20:45

To: FOI requests at Regent's Park College <[2][Regent&#39;s Park College request email]>

Subject: Freedom of Information request - Investment information and
policies

 

Dear Regent's Park College, Oxford,

 

This is a request for information through the Freedom of Information Act.

 

1. What was the total market value of the institution's endowment funds
and any other investment portfolios on 22 October 2018? If you are going
to provide this information through your annual accounts, can you provide
the specific page with the relevant figure highlighted.

 

The latest figures are as of 31/8/2018 and can be found at
apps.charitycommission.gov.uk/Showcharity/RegisterOfCharities/CharityWithPartB.aspx?RegisteredCharityNumber=309710&SubsidiaryNumber=0.
The college is a registered charity and as such all its accounts are
published online.

 

2. On 22 October 2018, were the institution's endowment funds and any
other investment portfolios managed directly by the institution, or
indirectly by (an) external fund manager(s), or a combination of both?

 

Indirectly via CCLA, Quilter, and Oxford University Endowment Management.
Cash is managed by the college.

 

3. If the institution uses external fund manager(s) to manage any
endowment funds or other investment portfolios, please provide the name of
each fund manager used, along with the % of the total endowment funds that
they were managing on 22 October 2018. If the institution uses several
fund managers, please list each fund manager name separately along with
the % of the institutions total endowment and investment portfolio that
they manage.

 

CCLA           61%          

Quilter       18%

OUEM        21%

 

4. Does the institution invest directly in companies?

 

no

 

5. If the institution invests directly, please provide the details of what
the institution invests in (by way if endowment or other investment
portfolios), including the full names of each company invested in, and the
market value invested in each company on 22 October 2018?

 

n/a

 

Please provide this information in a spreadsheet format.

 

6. If the institution holds investments through an external fund manager,
please provide the investment portfolio for that manger from 22 October
2018, including the market value for each of their investments?

 

Attached

 

Please use a spreadsheet to provide the information and please use the
format shown in this example:
[3]https://docs.google.com/spreadsheets/d/1...

 

7. Does the institution have an ethical investment policy, or similar? If
so, please state if it is publicly available, and provide a web link. If
it is not publicly available, please provide a copy.

 

>>>>  We use the ethical investment policy as promoted by the Baptist
Union of Great Britain and their pension fund. See
[4]https://www.baptistpensions.org.uk/conte...
with the exception that we also invest in alcohol and alcohol based
products. Quilter are aware of and abide by our policy. OUEM publish their
ethical investment policy on their website. The college invests in the
CCLA ethical investment funds. See
[5]https://www.ccla.co.uk/investment-soluti....

 

Please could you confirm the receipt of this request?

 

Yours faithfully,

 

J Clarke

 

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