Dear Dumfries and Galloway Council,

1) Please provide in Microsoft excel format for the end of the 2018/19 financial year:

a. the sum total of pension fund assets under management;

b. full details of what the Local Government Pension Fund currently invests in, including the full name and amounts of each fund, bond, institution and investment held, by asset class or category, including specific equities;

c. full details of any investments in: renewable energy, green technologies, social housing or community wealth building or low carbon funds.

I would like to receive this information in an unlocked excel sheet without protected cells (.xls). If you have to password protect the excel sheet, please can you also provide the password to the excel sheet.

2) Please provide any Local Government Pension Fund or Council policy or strategy statements, meeting minutes, investment principles, or Investment Strategy Statements that commit to reducing investments in fossil fuel producers or to decarbonise the Fund

If one part of the request can be answered sooner than others, please send that information first followed by any subsequent data. If you need further clarification, please contact me by email.

Yours faithfully,

Ric Lander
[email address]
Friends of the Earth Scotland

Dumfries and Galloway Council

FREEDOM OF INFORMATION (SCOTLAND) ACT 2002

Thank you for your request for information which was received on 09/12/2019 which we are dealing with in terms of the above legislation. We have given your request the unique reference 454083 and we would appreciate it if you could quote this on all correspondence to us.

Under the terms of the legislation, we have an obligation to respond to your request within 20 working days from the day after your request was received. We will therefore aim to respond to your request by 10/01/2020.

Please be aware that, in some circumstances, a fee may be payable for the retrieval, collation and provision of the information you have requested. If this is the case, a fees notice will be issued, which would need to be paid in order to progress your request.

If your request for information is considered and deemed as a 'business as usual' request, it will be responded to by the appropriate Service within the Council.

If you have any queries in the meantime, please contact [email address].

Kind Regards

FOI Unit
Dumfries and Galloway Council

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FOI Responses, Dumfries and Galloway Council

1 Attachment

PUBLIC

Please find below the Council's response to your request 454083 which was received on 09/12/2019.

Details of request: 1) Please provide in Microsoft excel format for the end of the 2018/19 financial year:

a. the sum total of pension fund assets under management;

b. full details of what the Local Government Pension Fund currently invests in, including the full name and amounts of each fund, bond, institution and investment held, by asset class or category, including specific equities;

c. full details of any investments in: renewable energy, green technologies, social housing or community wealth building or low carbon funds.

I would like to receive this information in an unlocked excel sheet without protected cells (.xls). If you have to password protect the excel sheet, please can you also provide the password to the excel sheet.

2) Please provide any Local Government Pension Fund or Council policy or strategy statements, meeting minutes, investment principles, or Investment Strategy Statements that commit to reducing investments in fossil fuel producers or to decarbonise the Fund

Response:

Details of request: 1) Please provide in Microsoft excel format for the end of the 2018/19 financial year:

a. the sum total of pension fund assets under management;

Please see attached excel spreadsheet for the position as at 30 Sept 2019.

b. full details of what the Local Government Pension Fund currently invests in, including the full name and amounts of each fund, bond, institution and investment held, by asset class or category, including specific equities;

Dumfries and Galloway Pension Fund is invested in pooled funds as detailed in the attached excel workbook. We do not hold a listings of holdings within these pooled funds.

c. full details of any investments in: renewable energy, green technologies, social housing or community wealth building or low carbon funds.

As per above, we have no direct holdings in these type of funds.

2) Please provide any Local Government Pension Fund or Council policy or strategy statements, meeting minutes, investment principles, or Investment Strategy Statements that commit to reducing investments in fossil fuel producers or to decarbonise the Fund

Our investment principals and strategy statements can be found in the annual accounts. The statement on investment principals details the funds position with regards to sustainable investment. https://eur03.safelinks.protection.outlo.... Minutes of Pension Sub Committee who are responsible for investment decisions can be found at: https://eur03.safelinks.protection.outlo...

Please be aware that the Council holds the copyright, where applicable, for the information provided and it may be reproduced free of charge in any format or media without requiring specific permission. This is subject to the material not being used in a misleading context. The source of the material must be acknowledged as Dumfries and Galloway Council and the title of the document must be included when being reproduced as part of another publication or service.

If you require any further clarification, please contact us. However, if you are not satisfied with the way in which your request has been dealt with, you can request us to carry out an internal review of the decision by emailing [email address] or writing to us within 40 working days of receiving this response.

If you are dissatisfied with the outcome of the review, you have the right to apply to the Scottish Information Commissioner for a decision. Appeals to the Commissioner can be made online at https://eur03.safelinks.protection.outlo... or in writing to: The Office of the Scottish Information Commissioner, Kinburn Castle, Doubledykes Road, St Andrews, Fife, KY16 9DS.

Kind Regards

FOI Unit
Dumfries and Galloway Council

PUBLIC

This email, from Dumfries and Galloway Council, and any files transmitted with it, is confidential and intended solely for the use of the individual or entity to whom they are addressed.

If you are not the intended recipient of this email (and any attachment) please inform the sender by return email and destroy all copies. If you are not the intended recipient or responsible for delivering it to the intended recipient, you are hereby notified that any use, disclosure, review, dissemination, distribution or reproduction of this email is strictly prohibited. Please be aware that communication by internet email is not secure as messages can be intercepted and read by someone else. Dumfries and Galloway Council do not accept liability for any loss or damage which may result from this email or any files attached. It is your responsibility to scan this email and any attachments for computer viruses or other defects.

Any email including its content may be monitored and used by the Council for reasons of security and form monitoring internal compliance with the policy on staff use. Email monitoring or blocking software may also be used.

Any email message sent or received by the Council may require to be disclosed by the Council under the provisions of the Freedom of Information (Scotland) Act 2002. For further information and to view the Council’s privacy statement please go to https://www.dumgal.gov.uk/privacy