Investment information and policies

J Clarke made this Freedom of Information request to Green Templeton College, Oxford

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

The request was successful.

Dear Green Templeton 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

GTC FOI, Green Templeton College, Oxford

Green Templeton College offices are closed on Friday 19th and Monday 22nd
April and this mail box will not be monitored. Please expect a reply on,
or after, Tuesday 23rd.

GTC FOI, Green Templeton College, Oxford

Dear J Clarke,

Thank you for your request under the Freedom of Information Act for information about investments and investment policies at Green Templeton College.

I confirm receipt of the request and that we will respond to you within the 20 working days required by the legislation.

Best wishes
Kirsty Taylor

Kirsty Taylor
Green Templeton College, University of Oxford
gtc.ox.ac.uk | [Green Templeton College request email] | +44 (0)1865 284596

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Dear Kirsty,

I hope this message finds you well.

I appreciate you are a busy person, but I'm afraid I must request again a response to my FOI.

I'm sure it has just slipped your mind, but the response is now outside the time frame of the Act.

Please provide a complete response as soon as possible, or regretfully I will have to request an internal review next week.

Yours sincerely,

J Clarke

GTC FOI, Green Templeton College, Oxford

1 Attachment

Dear J Clarke,

Please accept my apologies for the delay. Green Templeton College's reply to your FOI request is below.

Your request

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?

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?

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.

Our response

1. We do not have a daily record of our investment values. Our investments were 11.1 million at the end of the last financial year. I attach the college's latest statutory accounts for your information.

2. External fund managers.

3. Oxford University Endowment Management Fund 75%, Edgewood Investment 13%, Lindsell Train 9% and Newton Asset Management 3%.

4. No.

5. Not applicable.

6. We do not hold this information.

7. Green Templeton College follows the University's ethical investment guidelines: http://www.admin.ox.ac.uk/councilsec/gov...

Best wishes
Kirsty Taylor

Kirsty Taylor
Green Templeton College, University of Oxford
gtc.ox.ac.uk | [Green Templeton College request email] | +44 (0)1865 284596

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