Latest data regarding Endowment holdings

The request was successful.

Dear London School of Economics,

Under the terms of the Freedom of Information Act please provide me with an up-to-date list of companies/equities or financial products the University currently invests in through its endowment funds, along with the amount invested in each company or financial product.

Could you also include which fund/asset managers are used? If time permitting, could I also get the fees paid and (any) rebates received for investment services for the last 3 years.

Yours faithfully,

Joey Mercer

GLPD.Info.Rights, London School of Economics

1 Attachment

Dear Joey,

With reference to your request for information under the Freedom of Information Act, please find attached and below the information you requested.

Total fees for investment services for the endowment investments:

Year ended 31/7/16 £ 76,650
Year ended 31/7/17 £ 98,134
Year ended 31/7/18 £111,724

If you think that the information provided does not meet your request, contact me on 020 7849 4622 or write to Louise Nadal, School Secretary, London School of Economics and Political Science, Houghton Street, London, WC2A 2AE. We will then review the response to your request and get back to you within 20 working days. You can also contact the Information Commissioner's Office http://www.ico.gov.uk/, though they expect the internal review to be carried out before receiving a complaint directly.

The provision of information by the LSE under the Freedom of Information Act 2000 does not imply a right to copy, reproduce publish or otherwise use such information.

Copying or reproducing such information in any way either in whole or in part without prior written consent may be an infringement of copyright or other intellectual property right belonging to the LSE or a third party.

Yours sincerely,
Rachael Maguire
Information and Records Manager
London School of Economics

-----Original Message-----
From: Joey Mercer [mailto:[FOI #562121 email]]
Sent: 16 March 2019 22:26
To: GLPD.Info.Rights <[email address]>
Subject: Freedom of Information request - Latest data regarding Endowment holdings

Dear London School of Economics,

Under the terms of the Freedom of Information Act please provide me with an up-to-date list of companies/equities or financial products the University currently invests in through its endowment funds, along with the amount invested in each company or financial product.

Could you also include which fund/asset managers are used? If time permitting, could I also get the fees paid and (any) rebates received for investment services for the last 3 years.

Yours faithfully,

Joey Mercer

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