Investment information and policies

J Clarke made this Freedom of Information request to Corpus Christi 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 partially successful.

Dear Corpus Christi 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

Dear Corpus Christi College, Oxford,

Please pass this on to the person who conducts Freedom of Information reviews.

I am writing to request an internal review of Corpus Christi College, Oxford's handling of my FOI request 'Investment information and policies'.

The request has not been completed within the time frame legally required by the Freedom of Information Act.

The request was submitted on 23 April and a response should have been submitted by 22 May.

Please provide a complete response, so that an appeal is not necessary.

A full history of my FOI request and all correspondence is available on the Internet at this address: https://www.whatdotheyknow.com/request/i...

Yours faithfully,

J Clarke

Rachel Clifford, Corpus Christi College, Oxford

Please find below the response from Corpus Christi, Oxford to your FOI 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.

No value was calculated on the date you have requested, valuations are conducted at quarter end.

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?

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.

Oxford University Endowment Management : 42%.

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?

OUEM does not provide this to us. You would need to discuss with them directly.

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.

Yes, but it is in the process of being redrafted and we are unable to send it to you. It is not available publicly.

Academic Registrar
Corpus Christi College
Oxford
OX1 4JF

Tel: 01865 276737
Fax: 01865 276767

www.ccc.ox.ac.uk

Corpus Christi College is a Registered Charity no. 1143714
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