This is an HTML version of an attachment to the Freedom of Information request '‘Pension fund assets under management’'.


  
  
Assurance Group 
London Borough of Barnet, 
2 Bristol Avenue, Colindale, 
 
London NW9 4EW
 
15 January 2020
 
  Our ref: 5881032
 
 
Thank you for your request received on 12 December 2019, for the following 
information: 
  
1) Please provide in Microsoft excel format for the end of the 2018/19 financial 
year: 

a. the sum total of pension fund assets under management; 
b. full details of what the Local Government Pension Fund currently invests in, 
including the full name and amounts of each fund, bond, institution and 
investment held, by asset class or category, including specific equities; 

c. full details of any investments in: renewable energy, green technologies, 
social housing or community wealth building or low carbon funds. 

I would like to receive this information in an unlocked excel sheet without 
protected cells (.xls). If you have to password protect the excel sheet, please 
can you also provide the password to the excel sheet. 

2) Please provide any Local Government Pension Fund or Council policy or 
strategy statements, meeting minutes, investment principles, or Investment 
Strategy Statements that commit to reducing investments in fossil fuel 
producers or to decarbonise the Fund 

If one part of the request can be answered sooner than others, please send 
that information first followed by any subsequent data. If you need further 
clarification, please contact me by email.
 
We have processed this request under the Freedom of Information Act 2000. 
  
Response 
 
The council holds the information requested and it is attached/ the answers to your 
questions are below.  
1) Please provide in Microsoft excel format for the end of the 2018/19 financial 
year:

a. the sum total of pension fund assets under management;  

Please see attached valuation as at 31 March 2019.
b. full details of what the Local Government Pension Fund currently invests in, 
including the full name and amounts of each fund, bond, institution and 
investment held, by asset class or category, including specific equities;
   

All the investment are pooled funds.  The names of the funds are recorded in the 
attached report from Hymans Robertson.
c. full details of any investments in: renewable energy, green technologies, 
social housing or community wealth building or low carbon funds.   

There are no investments in these asset classes.
I would like to receive this information in an unlocked excel sheet without 
protected cells (.xls). If you have to password protect the excel sheet, please 
can you also provide the password to the excel sheet. 

2) Please provide any Local Government Pension Fund or Council policy or 
strategy statements, meeting minutes, investment principles, or Investment 
Strategy Statements that commit to reducing investments in fossil fuel 
producers or to decarbonise the Fund 

There are no such documents.  
Further information
If you are interested in the data that the council holds you may wish to visit Open 
Barnet, the council’s data portal. This brings together all our published datasets and 
other information of interest on one searchable database for anyone, anywhere to 
access.   http://open.barnet.gov.uk/
Advice and Assistance : Direct Marketing 
If you are a company that intends to use the names and contact details of council 
officers (or other officers) provided in this response for direct marketing, you need to 
be registered with the Information Commissioner to process personal data for this 
purpose.  You must also check that the individual (whom you wish to contact for 
direct marketing purposes) is not registered with one of the Preference Services to 
prevent Direct Marketing. If they are you must adhere to this preference. 
You must also ensure you comply with the Privacy Electronic and Communications 
Regulations (PECR). For more information follow this Link   www.ico.org.uk
For the avoidance of doubt the provision of council (and other) officer names 
and contact details under FOI does not give consent to receive direct 
marketing via any media and expressly does not constitute a ‘soft opt-in’ 
under PECR. 

Your rights  
If you are unhappy with the way your request for information has been handled, you 
can request a review within the next 40 working days by writing to the Information 
Management Team at: xxx@xxxxxx.xxx.xx. Or by post to Information Management 
Team (FOI) London Borough of Barnet, 2 Bristol Avenue, Colindale, NW9 4EW
 

If, having exhausted our review procedure, you remain dissatisfied with the handling 
of your request or complaint, you will have a right to appeal to the Information 
Commissioner at: The Information Commissioner's Office, Wycliffe House, Water 
Lane, Wilmslow, Cheshire, SK9 5AF (telephone: 0303 123 1113; website 
www.ico.org.uk).  There is no charge for making an appeal.