Investment information and policies

J Clarke made this Freedom of Information request to Brasenose 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 Brasenose 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 college 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

Brasenose College Office, Brasenose College, Oxford

Thank you for emailing the Brasenose College Office.
The office is now closed for Easter. We will re-open on Tuesday 23rd
April, and will respond to your query as soon as possible after that.

 

Best wishes,

Brasenose College Office

 

 

Brasenose Bursar, Brasenose College, Oxford

Dear J Clarke

We acknowledge receipt of your FOI request below, and will reply to you in due course.

Kind regards

Sally Penton
HR Assistant & Secretary to the Bursar

Brasenose College | Radcliffe Square | Oxford OX1 4AJ
Telephone: 01865 277871
 

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Brasenose Bursar, Brasenose College, Oxford

2 Attachments

Dear Mr Clarke

Please find attached our response to your recent FOI request, and a copy of our policy.

Kind regards

Sally Penton
HR Assistant & Secretary to the Bursar

Brasenose College | Radcliffe Square | Oxford OX1 4AJ
Telephone: 01865 277871
 

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