University Investment Portfolio Statistics

The request was successful.

To whom it may concern,

This is a request for information through the Freedom of Information Act.

1. What was the total market value of the university’s investment portfolio(s) on the 31st July 2021? If you are going to provide this information through your Annual Accounts/Financial Statements, please provide the specific page number, section and row that the value can be found on. For example, page 28, section 5 “Investments”, line “overall investment value”.

2. On the 31st July 2021, were the institution's investment portfolio(s) managed directly by the institution, indirectly by [an] external fund manager(s), or a combination of both?

3. If the university uses external fund manager(s) to manage investment portfolios, please provide the name of each fund manager used, along with the percentage of the total investment funds that they were managing on the 31st July 2021.

Please present this information in this format:
Fund manager name -- Percentage of total investment funds managed
Schroders -- 47%
CCLA -- 49%
University -- 4%

4. If the institution invests directly, please provide the details of companies invested in (by way of all investment portfolios), including the full names of each company invested in, and the market value invested in each company on the 31st July 2021. Please provide this information in a spreadsheet format.

5. If the university holds investments through [an] external fund manager(s), please provide the investment portfolio for that manager on the 31st July 2021, including the market value for each company that forms part of your investment portfolio(s) with them. Please provide this information at a company level in a spreadsheet and/or the format that this information is provided to you by your fund manager(s). For example, see here: https://www.whatdotheyknow.com/request/1...

6. 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 applicable, in response to any of the above information requested, please confirm that the University does not hold this information.

Please confirm receipt of this request and we look forward to hearing back from you within the next 20 working days.

Yours sincerely,

Laura Clayson

FOI, University of the West of Scotland

Dear Laura Clayson

Please accept this email as an acknowledgement from the University of the West of Scotland of your recent Freedom of Information request noted below.

Your request for information is being considered and a response will be sent to you promptly and in any event not later than 20 working days as defined by the Freedom of Information (Scotland) Act 2002.

Kind regards

Freedom of Information Team
University of the West of Scotland

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FOI, University of the West of Scotland

1 Attachment

Dear Laura Clayson

 

Please find attached the response from University of the West of Scotland
to your recent FOI request.

 

Kind regards

Freedom of Information Team

University of the West of Scotland

 

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FOI, University of the West of Scotland

FOI would like to recall the message, "FOI Response F21/175: Freedom of Information request - University Investment Portfolio Statistics".

Please consider the environment and think before you print.

The University of the West of Scotland is a registered Scottish charity. Charity number SC002520.

This e-mail and any attachment is for authorised use by the intended recipient(s) only. It may contain proprietary material, confidential information and/or be subject to legal privilege. It should not be copied, disclosed to, retained or used by, any other party. If you are not an intended recipient then please promptly delete this e-mail and any attachment and all copies and inform the sender.

Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the University of the West of Scotland.

As a public body, the University of the West of Scotland may be required to make available emails as well as other written forms of information as a result of a request made under the Freedom of Information (Scotland) Act 2002.

FOI, University of the West of Scotland

2 Attachments

Dear Laura Clayson

 

Please find attached the response from University of the West of Scotland
to your recent FOI request.

 

Kind regards

Freedom of Information Team

University of the West of Scotland

 

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Dear University of the West of Scotland FoI,

Thank you for your response to my Freedom of Information request.

May I please request clarity on one question: your response to question 5 contains the names of the funds invested in by the fund managers used by the University, but does not include the companies that are a part of those funds, and their market values. In question 5 we requested a company-level break-down of what companies were held within the University's portfolios.

Can you please confirm that the information provided is the most in-depth information the University holds on their investments?

For guidance on what we are seeking, please see the below portfolio, which outlines the market value held in each company in each portfolio held by the university. E.g. BHP Billition PLC, £6,370 on page 6.

https://www.whatdotheyknow.com/request/1...

Yours Sincerely,
Laura

FOI, University of the West of Scotland

Dear Laura

We are in receipt of your email below and have contacted the relevant department to seek clarification to your query. We will respond once we have received the information you have requested.

Freedom of Information Team
University of the West of Scotland

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FOI, University of the West of Scotland

Dear Laura

I have checked with our finance department and I can confirm the information provided is the most in-depth level of detail the University holds.

Kind Regards
Freedom of Information Team
University of the West of Scotland

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FOI, University of the West of Scotland

2 Attachments

Dear Laura Clayson

 

The information we were in the process of collating in relation to FOI
Response F21/175 is now available and is attached in Annex 2.

 

Kind regards

Freedom of Information Team

University of the West of Scotland

 

 

From: FOI
Sent: 27 August 2021 13:38
To: People & Planet <[FOI #782973 email]>
Subject: FOI Response F21/175: Freedom of Information request - University
Investment Portfolio Statistics

 

Dear Laura Clayson

 

Please find attached the response from University of the West of Scotland
to your recent FOI request.

 

Kind regards

Freedom of Information Team

University of the West of Scotland

 

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