Pension fund assets under management

The request was successful.

Dear Derbyshire County Council,

1) Please provide in Microsoft excel format for the end of the 2019/20 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, 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,

Robert Noyes

Access 2 Info (Commissioning Communities and Policy), Derbyshire County Council

Dear Mr Noyes,

I write to acknowledge receipt of your request for information received on
11 August 2020.

Your request will be dealt with in accordance with the provisions of the
Freedom of Information Act 2000. Authorities are required to respond
promptly to requests and in any event within 20 working days following the
date of receipt. In your case we calculate this to be by 09 September
2020. However, we shall endeavour to deal with your request promptly, and
if possible before this date.

           

Yours sincerely,

Business Services Assistant

Access 2 Information Team

Derbyshire County Council

County Hall

Matlock

DE4 3AG

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Catherine Bedford (Commissioning Communities and Policy), Derbyshire County Council

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Hi Robert

Thank you for your request dated 11th August 2020.

I can confirm that we hold the requested information.

Your enquiry was as follows:

Dear Derbyshire County Council,

1) Please provide in Microsoft excel format for the end of the 2019/20
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, 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,

Robert Noyes

Please use this email address for all replies to this request:

[1][FOI #683522 email]

The request has been considered under the Freedom of Information Act 2000.
The response to your request is as follows:

The March 2020 valuation is attached.

Copies of the Pension Fund’s Policy Documents and Annual Accounts and
Reports can be found on the Fund’s website at
[2]www.derbyshirepensionfund.org.uk

Copies of the papers and minutes in respect of the Fund’s Pensions &
Investments Committee meetings can be found at the County Councils website
at [3]www.derbyshire.gov.uk

Details in respect of the Fund’s approach to responsible investment is set
out in the Fund’s Investment Strategy Statement (ISS), a copy of which is
attached to this response. The Fund is currently in the process of
revising its Investment Strategy Statement including a standalone
Responsible Investment Framework and Climate Strategy.  Drafts of the
proposed revised Investment Strategy Statement, Responsible Investment
Framework and Climate Strategy were presented to the Fund’s Pensions &
Investments Committee on 9th September 2020 (copies available via the
County Council’s website). It is expected that these will be subject to a
public consultation in September/October 2020 before finalisation in
October/November 2020.

I hope this now satisfies your request.

However should you wish the outcome to be reviewed, please follow the
procedure as set out below:-

If you wish to challenge this decision further, please send your comments
to:

Stage 1

Access to Information Officer

Legal Services

Derbyshire County Council

County Hall

Matlock

DE4 3AG

01629 538373

[4][Derbyshire County Council request email]

Stage 2

After completing the above procedure, if you wish to challenge the
decision further, then you have a right to contact the Information
Commissioner’s Office as follows:

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Tel: 0303 123 1113/Fax: 01625 524510

[5]www.ico.org.uk/complaints.aspx

Kind regards

Catherine

Catherine Bedford [6][IMG]| Business Services Officer – Investments |
Direct dial 01629 539191

Investments Group Email : [7][email address] | Fax 01629 538969

Derbyshire County Council as administering authority for the Derbyshire
Pension Fund  County Hall, Matlock, Derbyshire DE4 3AH

   Visit us at [8]derbyshirepensionfund.org.uk

[9]https://derbyshire.gov.uk/site-elements/...

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from Derbyshire County Council.

Action Grants – apply now for cash for community activities. Find out more
on our [10]website.

Think before you print! Save energy and paper. Do you really need to print
this email?

Derbyshire County Council works to improve the lives of local people by
delivering high quality services. You can find out more about us by
visiting [11]www.derbyshire.gov.uk.
If you want to work for us go to our job pages on
[12]www.derbyshire.gov.uk/jobs. You can register for e-mail alerts,
download job packs and apply on-line.

══════════════════════════════════════════════════════════════════════════

Please Note
This email is confidential, may be legally privileged and may contain
personal views that are not the views of Derbyshire County Council. It is
intended solely for the addressee. If this email was sent to you in error
please notify us by replying to the email. Once you have done this please
delete the email and do not disclose, copy, distribute, or rely on it.
Under the Data Protection Act 2018 and the Freedom of Information Act 2000
the contents of this email may be disclosed.
Any personal information you have given us will be processed in accordance
with our privacy notices, available at
[13]www.derbyshire.gov.uk/privacynotices.

Derbyshire County Council reserves the right to monitor both sent and
received emails.

══════════════════════════════════════════════════════════════════════════

References

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