Investment

Dear Bess Thomas

I acknowledge receipt of your email received by this office on 4 February 2025.

Your request will now be dealt with under the Freedom of Information Act 2000 and has been allocated reference FOI25-054 which should be quoted in all correspondence. We will respond to your request within 20 working days starting the next working day after receipt, therefore you can expect to receive a response no later than 4 March 2025. We note that you have submitted five FOIs within the last 60 days. We reserve the right to aggregate further requests for cost purposes which relate to any extent to same or similar information.

In some circumstances a fee may be payable and, if that is the case, we will let you know. A fees notice will be issued to you, and you will be required to pay before we will proceed to deal with your request.

Finally, should you require the disclosure in an alternative format, e.g. screen reader accessible, large print etc, please let us know as soon as possible.

Yours sincerely

Swyddfa Ysgrifenydd y Brifysgol
Prifysgol Caerdydd
Ebost : [email address]

Mae'r Brifysgol yn croesawu gohebiaeth yn Gymraeg neu'n Saesneg. Ni fydd gohebu yn Gymraeg yn creu unrhwy oedi.

University Secretary's Office
Cardiff University
Email: [email address]

The University welcomes correspondence in Welsh or English. Corresponding in Welsh will not lead to any delay.

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Dear Bess,

I am writing in response to your Freedom of Information request dated 4^th
February 2025.

For ease of reference, I have reproduced your questions below and set out
our corresponding responses.

- What was the total market value of the university’s investment
portfolio(s) on the 31st January 2025? If you are going to provide this
information through your Annual Accounts/Financial Statements, please
provide the specific page number, section and row that the value can be
found on. For example, page 28, section 5 “Investments”, line “overall
investment value”.

- On the 31st January 2025, were the institution's investment portfolio(s)
managed directly by the institution, indirectly by [an] external fund
manager(s), or a combination of both?

-  If the university uses external fund manager(s) to manage investment
portfolios, please provide the name of each fund manager used, along with
the percentage of the total investment funds that they were managing on
the 31st January 2025.

- If the institution invests directly, please provide the details of
companies invested in (by way of all investment portfolios), including the
full names of each company invested in, and the market value invested in
each company on the 31st January 2025.

- If the university holds investments through [an] external fund
manager(s), please provide the investment portfolio for that manager on
the 31st January 2025, including the market value for each company that
forms part of your investment portfolio(s) with them.

We do not hold the information requested as at 31 January 2025. Please
note that Cardiff University’s financial period runs from 1^st August to
31 July each year. The annual accounts contain information on investments
and endowments and other financial activity and can be found at:
 [1]Financial information - Public information - Cardiff University
.Details on investments are contained in Notes 12 and 15 (pages 74-75 and
page 76). Information regarding the current financial year is due to be
published in January 2026 and will be available on the public website.
Under s22 of the Freedom of Information Act 2000 we are not obliged to
provide information that is due for future publication.

Additional information about the University’s investment portfolio is
published on our website at: [2]Our investment portfolio - Public
information - Cardiff University

I trust this information satisfies your enquiry.  Should you feel
dissatisfied with this response or the way in which your request was
handled you can request an Internal Review. This should be made in writing
within 40 working days of the date of this email. Please provide your
unique reference number of your request, information on why you are
dissatisfied and any detail you would like us to consider as part of the
Internal Review process. Email your request to [3][email address] where it
will be forwarded to the University’s Data Protection Officer who will be
responsible for overseeing the review.

If you remain dissatisfied following the outcome, you have the right to
apply directly to the Information Commissioner for consideration.  The
Information Commissioner can be contacted at the following address:
Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow,
Cheshire, SK9 5AF. Further information is available on their
website: [4]Make a complaint | ICO.

I would like to take this opportunity to thank you for your interest in
Cardiff University. If you require further assistance, please feel free to
contact me.

Kind regards,

Swyddfa Ysgrifenydd y Brifysgol University Secretary’s Office

Prifysgol Caerdydd Cardiff University

Ebost : [5][email address]   Email: [6][email address] 

Mae'r Brifysgol yn croesawu The University welcomes correspondence
gohebiaeth yn Gymraeg neu'n in Welsh or English.  Corresponding in
Saesneg.  Ni fydd gohebu yn Gymraeg Welsh will not lead to any delay.
yn creu unrhwy oedi.

References

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