Investment information and policies

J Clarke made this Rhyddid Gwybodaeth request to Nuffield 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 rhannol lwyddiannus.

Dear Nuffield 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

Nuffield College Bursar, Nuffield College, Oxford

Dear J Clarke,

Thank you for your email. The answers by Nuffield College in the University of Oxford to your questions numbered 1-7 are:

1 – The College does not hold this information.
2 – The College’s investment assets were managed by external fund managers and agents.
3 – Investment assets were managed by Oxford University Endowment Management and Majedie Asset Management, and via JP Morgan. The College does not hold the other information.
4 – The College does not invest directly in companies.
5 – The College does not invest directly in companies.
6 - The College does not hold this information.
7 - The College does not have a separate ethical investment policy.

All the best,

Tom

TOM MOORE

Bursar
Nuffield College, Oxford, OX1 1NF
+44 (0) 1865 278525 or 278606

<http://www.nuffield.ox.ac.uk/>

On 23/04/2019, 19:02, "J Clarke" <[FOI #570481 email]> wrote:

Dear Nuffield 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

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